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Basic Training Tax Year 2018
Basic Scenario – 2018 Tax Year Interview Notes
Brad and Julie are married and want to file jointly. Julie is an elementary school teacher at a private school and she spent $800.00 of her own money for classroom supplies. Ann is attending university and in her sophomore year working on a degree in architecture. In addition to her tuition she had book expenses of $800.00. Ann was required to purchase a specialized software program (CAD, computer-aided design) and drafting supplies for a class. The software was $159.00 and the drafting supplies were $250.00. In addition, she bought a new computer for $1,200.00. Ann worked during the summer and earned $5,500.00 with $550.00 federal tax withheld. Ann also earned $350.00 by occasionally taking care of her younger sister. Julie’s niece Sylvia (from Mexico) lived with them all 2018, she is not legally present in the United States. Sylvia’s parents live and work in Mexico and do not contribute to her support. Health insurance coverage for the whole family except Brad and Sylvia was secured through Julie’s employer for the entire year; her employer paid a portion of the premiums and Julie paid $150.00 per month with post-tax monies. Brad did not have health insurance for January through May; his Medicare coverage started in June. Sylvia did not have health insurance in 2018. They have their checking account number (1800237984654579) but do not know the routing number. Their account is at UFCU.
1
Brad’s DOB 05.16.1952
Annette’s DOB 11.24.1997
Julie’s DOB 8.26.1963
Linda’s DOB 9.1.2006
678-00-2345
Bradley Joseph Harvard
Bradley Joseph Harvard
789-00-1456
Julie Lea Harvard
Julie Lea Harvard
678-00-9125
Annette Carol Harvard
Annette Carol Howard
673-00-1245
Linda Kate Harvard
Linda Kate Harvard
2
Department of the Treasury Internal Revenue Service PO Box 149342 Austin, TX 78714-9342
Notice CP565 Notice date May 31, 2018 To contact us Phone 1-800-908-9982 International calls: 267-941-1000 Case reference number 20294-191-08314-8
Date of birth February 15, 2001 Page 1 of 2
SYLVIA TERESA DE LA MONTOYA GARCIA 4587 MAGNOLIA LANE AUSTIN, TX 78745
In response to your Individual Taxpayer Identification Number application.
We Renewed your Individual Taxpayer Identification Number (ITIN) 907-76-2998
This notice confirms your assigned ITIN 907-76-2998 is now Active. Keep this notice in a secure place with your other important documents. We’ll mail back the documents you submitted with your Form W-7 application in a separate envelope. You should receive them within 60 days. If you don’t receive the documents within 60 days or if you moved since submitting your application, call us at the telephone number listed above. You can also write to us at the address listed at the top of this notice.
Your ITIN and personal information ITIN 907-76-2998 Full name SYLVIA TERESA DE LA MONTOYA GARCIA First Middle Last Date of birth February 15, 2001
The IRS will use your ITIN, along with your full name and date of birth, to identify tax documents, payments, and any other correspondence. Therefore, it’s very important that the personal information we have for you is correct. If the above information is incorrect, complete the Contact information section below and mail it to us at the address listed above. You don’t need to respond to this notice unless your personal information is incorrect.
Continued on back…
SYLVIA TERESA DE LA MONTOYA GARCIA 4587 MAGNOLIA LANE AUSTIN, TX 78745
Notice
CP565
Case reference number 20294-191-08314-8 Notice date May 31, 2018
Contact information Name
Date of birth
Address
City State Country Zip code
Internal Revenue Service PO Box 149342 Austin, TX 78714-9342
Primary phone Best time to call a.m. p.m.
Secondary phone Best time to call a.m. p.m.
3
Cat
alog
Num
ber 5
2121
Ew
ww
.irs.
gov
Form
1361
4-C
(Rev
. 10-
2018
)
Form
1361
4-C
(Oct
ober
201
8)
Dep
artm
ent o
f the
Tre
asur
y - I
nter
nal R
even
ue S
ervi
ce
Inta
ke/In
terv
iew
& Q
ualit
y R
evie
w S
heet
OM
B N
umbe
r 15
45-1
964
You
will
nee
d:
• Ta
x In
form
atio
n su
ch a
s Fo
rms
W-2
, 109
9, 1
098,
109
5.
• So
cial
sec
urity
car
ds o
r ITI
N le
tters
for a
ll pe
rson
s on
you
r tax
retu
rn.
• Pi
ctur
e ID
(suc
h as
val
id d
river
's li
cens
e) fo
r you
and
you
r spo
use.
Volu
ntee
rs a
re tr
aine
d to
pro
vide
hig
h qu
ality
ser
vice
and
uph
old
the
high
est e
thic
al s
tand
ards
.To
repo
rt u
neth
ical
beh
avio
r to
the
IRS,
em
ail u
s at
wi.v
olta
x@irs
.gov
Part
I –
Your
Per
sona
l Inf
orm
atio
n (If
you
are
filin
g a
join
t ret
urn,
ent
er y
our n
ames
in th
e sa
me
orde
r as
last
yea
r’s re
turn
) 1.
You
r firs
t nam
e M
.I.La
st n
ame
Day
time
tele
phon
e nu
mbe
rAr
e yo
u a
U.S
. citi
zen?
Yes
No
2. Y
our s
pous
e’s
first
nam
e M
.I.La
st n
ame
Day
time
tele
phon
e nu
mbe
rIs
you
r spo
use
a U
.S. c
itize
n?Ye
sN
o3.
Mai
ling
addr
ess
Apt #
C
itySt
ate
ZIP
code
4. Y
our D
ate
of B
irth
5. Y
our j
ob ti
tle6.
Las
t yea
r, w
ere
you:
a. F
ull-t
ime
stud
ent
Yes
No
b. T
otal
ly a
nd p
erm
anen
tly d
isab
led
Yes
No
c. L
egal
ly b
lind
Yes
No
7. Y
our s
pous
e’s
Dat
e of
Birt
h8.
You
r spo
use’
s jo
b tit
le
9. L
ast y
ear,
was
you
r spo
use:
a. F
ull-t
ime
stud
ent
Yes
No
b. T
otal
ly a
nd p
erm
anen
tly d
isab
led
Yes
No
c. L
egal
ly b
lind
Yes
No
10. C
an a
nyon
e cl
aim
you
or y
our s
pous
e as
a d
epen
dent
?Ye
sN
oU
nsur
e11
. Hav
e yo
u, y
our s
pous
e, o
r dep
ende
nts
been
a v
ictim
of t
ax re
late
d id
entit
y th
eft o
r bee
n is
sued
an
Iden
tity
Prot
ectio
n PI
N?
Yes
No
Part
II –
Mar
ital S
tatu
s an
d H
ouse
hold
Info
rmat
ion
1. A
s of
Dec
embe
r 31,
201
8, w
hat
was
you
r mar
ital s
tatu
s?N
ever
Mar
ried
(T
his
incl
udes
regi
ster
ed d
omes
tic p
artn
ersh
ips,
civ
il un
ions
, or o
ther
form
al re
latio
nshi
ps u
nder
sta
te la
w)
Mar
ried
a. If
Yes
, Did
you
get
mar
ried
in 2
018?
Yes
No
b. D
id y
ou li
ve w
ith y
our s
pous
e du
ring
any
part
of th
e la
st s
ix m
onth
s of
201
8?Ye
sN
oD
ivor
ced
Dat
e of
fina
l dec
ree
Lega
lly S
epar
ated
Dat
e of
sep
arat
e m
aint
enan
ce a
gree
men
tW
idow
edYe
ar o
f spo
use’
s de
ath
2. L
ist t
he n
ames
bel
ow o
f:•e
very
one
who
live
d w
ith y
ou la
st y
ear (
othe
r tha
n yo
ur s
pous
e)
•any
one
you
supp
orte
d bu
t did
not
live
with
you
last
yea
rTo
be
com
plet
ed b
y a
Cer
tifie
d Vo
lunt
eer P
repa
rer
If ad
ditio
nal s
pace
is n
eede
d ch
eck
here
and
list o
n pa
ge 3
• Pl
ease
com
plet
e pa
ges
1-3
of th
is fo
rm.
• Yo
u ar
e re
spon
sibl
e fo
r the
info
rmat
ion
on y
our r
etur
n. P
leas
e pr
ovid
e co
mpl
ete
and
accu
rate
info
rmat
ion.
• If
you
have
que
stio
ns, p
leas
e as
k th
e IR
S-ce
rtifi
ed v
olun
teer
pre
pare
r.
Nam
e(fi
rst,
last
) Do
not e
nter
you
r na
me
or s
pous
e’s
nam
e be
low
(a)
Dat
e of
Birt
h(m
m/d
d/yy
)
(b)
Rel
atio
nshi
pto
you
(for
exam
ple:
son,
daug
hter
,pa
rent
,no
ne, e
tc)
(c)
Num
ber o
f m
onth
sliv
ed in
yo
ur h
ome
last
yea
r
(d)
US
Citi
zen
(yes
/no)
(e)
Res
iden
tof
US,
C
anad
a,or
Mex
ico
last
yea
r(y
es/n
o)
(f)
Sing
le o
r M
arrie
d as
of
12/
31/1
8(S
/M) (g
)
Full-
time
Stud
ent
last
yea
r (y
es/n
o)
(h)
Tota
lly a
nd
Perm
anen
tlyD
isab
led
(yes
/no) (i)
Is th
is
pers
on a
qu
alify
ing
child
/rela
tive
of a
ny o
ther
pe
rson
?(y
es/n
o)
Did
this
pe
rson
prov
ide
mor
e th
an
50%
of h
is/
her o
wn
supp
ort?
(yes
/no)
Did
this
pe
rson
have
less
th
an $
4,15
0 of
inco
me?
(y
es/n
o)
Did
the
taxp
ayer
(s)
prov
ide
mor
e th
an 5
0% o
f su
ppor
t for
th
is p
erso
n?
(yes
/no/
N/A
)
Did
the
taxp
ayer
(s)
pay
mor
e th
an
half
the
cost
of
mai
ntai
ning
a
hom
e fo
r thi
s pe
rson
?(y
es/n
o)
BRADLE
YJ
HARVARD
512.555.1212
✖
JULIE
LHARVARD
512.555.1212
✖
4587
MAGNOLIALA
NE
AUST
INTX
78745
5/16/1952
MAINTE
NANCE
✖
✖✖
8/26/1963
EDUCATO
R✖
✖✖
✖
✖✖
✖
ANNHARVARD
11/24/1997
DAUGHT
12YES
NO
SYES
NO
LINDAHARVARD
9/1/2006
DAUGHT
12YES
NO
SYES
NO
SYLV
IAMONTO
YA
2/15/2001
NIECE
12NO
YES
SYES
NO
4
Page
2
Cat
alog
Num
ber 5
2121
Ew
ww
.irs.
gov
Form
1361
4-C
(Rev
. 10-
2018
)
Che
ck a
ppro
pria
te b
ox fo
r eac
h qu
estio
n in
eac
h se
ctio
n
Yes
No
Uns
ure
Part
III –
Inco
me
– La
st Y
ear,
Did
You
(or Y
our S
pous
e) R
ecei
ve1.
(B) W
ages
or S
alar
y? (F
orm
W-2
)If
yes,
how
man
y jo
bs d
id y
ou h
ave
last
yea
r?2.
(A) T
ip In
com
e?3.
(B) S
chol
arsh
ips?
(For
ms
W-2
, 109
8-T)
4. (B
) Int
eres
t/Div
iden
ds fr
om: c
heck
ing/
savi
ngs
acco
unts
, bon
ds, C
Ds,
bro
kera
ge?
(For
ms
1099
-INT,
109
9-D
IV)
5. (B
) Ref
und
of s
tate
/loca
l inc
ome
taxe
s? (F
orm
109
9-G
)6.
(B) A
limon
y in
com
e or
sep
arat
e m
aint
enan
ce p
aym
ents
?7.
(A) S
elf-E
mpl
oym
ent i
ncom
e? (F
orm
109
9-M
ISC
, cas
h)8.
(A) C
ash/
chec
k pa
ymen
ts fo
r any
wor
k pe
rform
ed n
ot re
porte
d on
For
ms
W-2
or 1
099?
9. (A
) Inc
ome
(or l
oss)
from
the
sale
of S
tock
s, B
onds
or R
eal E
stat
e? (i
nclu
ding
you
r hom
e) (F
orm
s 10
99-S
,109
9-B)
10. (
B) D
isab
ility
inco
me?
(suc
h as
pay
men
ts fr
om in
sura
nce,
or w
orke
rs c
ompe
nsat
ion)
(For
ms
1099
-R, W
-2)
11. (
A) R
etire
men
t inc
ome
or p
aym
ents
from
Pen
sion
s. A
nnui
ties,
and
or I
RA?
(For
m 1
099-
R)
12. (
B) U
nem
ploy
men
t Com
pens
atio
n? (F
orm
109
9G)
13. (
B) S
ocia
l Sec
urity
or R
ailro
ad R
etire
men
t Ben
efits
? (F
orm
s SS
A-10
99, R
RB-
1099
)14
. (M
) Inc
ome
(or l
oss)
from
Ren
tal P
rope
rty?
15. (
B) O
ther
inco
me?
(gam
blin
g, lo
ttery
, priz
es, a
war
ds, j
ury
duty
, Sch
K-1
, roy
altie
s, fo
reig
n in
com
e, e
tc.)
Spec
ifyYe
sN
oU
nsur
ePa
rt IV
– E
xpen
ses
– La
st Y
ear,
Did
You
(or Y
our S
pous
e) P
ay1.
(B) A
limon
y or
sep
arat
e m
aint
enan
ce p
aym
ents
?
If y
es, d
o yo
u ha
ve th
e re
cipi
ent’s
SSN
?Ye
sN
o2.
Con
tribu
tions
to a
retir
emen
t acc
ount
? IR
A (A
) R
oth
IRA
(B)
401
K (B
) O
ther
3. (B
) Col
lege
or p
ost s
econ
dary
edu
catio
nal e
xpen
ses
for y
ours
elf,
spou
se o
r dep
ende
nts?
(For
m 1
098-
T)4.
(A) D
educ
tions
: M
edic
al &
Den
tal (
incl
udin
g in
sura
nce
prem
ium
s) M
ortg
age
Inte
rest
(For
m 1
098)
Tax
es (S
tate
, Rea
l Est
ate,
Per
sona
l Pro
perty
, Sal
es)
Cha
ritab
le C
ontri
butio
ns5.
(B) C
hild
or d
epen
dent
car
e ex
pens
es s
uch
as d
ayca
re?
6. (B
) For
sup
plie
s us
ed a
s an
elig
ible
edu
cato
r suc
h as
a te
ache
r, te
ache
r’s a
ide,
cou
nsel
or, e
tc.?
7. (A
) Exp
ense
s re
late
d to
sel
f-em
ploy
men
t inc
ome
or a
ny o
ther
inco
me
you
rece
ived
?8.
(B) S
tude
nt lo
an in
tere
st?
(For
m 1
098-
E)Ye
sN
oU
nsur
ePa
rt V
– L
ife E
vent
s –
Last
Yea
r, D
id Y
ou (o
r You
r Spo
use)
1. (H
SA) H
ave
a H
ealth
Sav
ings
Acc
ount
? (F
orm
s 54
98-S
A, 1
099-
SA, W
-2 w
ith c
ode
W in
box
12)
2. (A
) Hav
e cr
edit
card
or m
ortg
age
debt
can
celle
d/fo
rgiv
en b
y a
lend
er o
r hav
e a
hom
e fo
recl
osur
e? (F
orm
s 10
99-C
, 109
9-A)
3. (A
) Ado
pt a
chi
ld?
4. (B
) Hav
e Ea
rned
Inco
me
Cre
dit,
Chi
ld T
ax C
redi
t or A
mer
ican
Opp
ortu
nity
Cre
dit d
isal
low
ed in
a p
rior y
ear?
I
f yes
, for
whi
ch ta
x ye
ar?
5. (A
) Pur
chas
e an
d in
stal
l ene
rgy-
effic
ient
hom
e ite
ms?
(suc
h as
win
dow
s, fu
rnac
e, in
sula
tion,
etc
.)6.
(B) L
ive
in a
n ar
ea th
at w
as d
ecla
red
a Fe
dera
l dis
aste
r are
a?
If y
es, w
here
?7.
(A) R
ecei
ve th
e Fi
rst T
ime
Hom
ebuy
ers
Cre
dit i
n 20
08?
8. (B
) Mak
e es
timat
ed ta
x pa
ymen
ts o
r app
ly la
st y
ear’s
refu
nd to
this
yea
r’s ta
x?
If s
o ho
w m
uch?
9. (A
) File
a fe
dera
l ret
urn
last
yea
r con
tain
ing
a “c
apita
l los
s ca
rryov
er” o
n Fo
rm 1
040
Sche
dule
D?
10. R
ecei
ve a
lette
r fro
m th
e IR
S?
✖2
✖
✖ ✖
✖ ✖ ✖ ✖ ✖ ✖
✖ ✖ ✖
✖
✖MED
ICALST
UDY
✖
✖ ✖
✖
✖ ✖
✖
✖
✖ ✖ ✖ ✖ ✖ ✖ ✖ ✖ ✖ ✖
5
Page
3
Cat
alog
Num
ber 5
2121
Ew
ww
.irs.
gov
Form
1361
4-C
(Rev
. 10-
2018
)
Che
ck a
ppro
pria
te b
ox fo
r eac
h qu
estio
n in
eac
h se
ctio
nYe
sN
oU
nsur
ePa
rt V
I - H
ealth
Car
e C
over
age
- Las
t yea
r, di
d yo
u, y
our s
pous
e, o
r dep
ende
nt(s
)1.
(B) H
ave
heal
th c
are
cove
rage
?Fo
rm 1
095-
BFo
rm 1
095-
C2.
(B) R
ecei
ve o
ne o
r mor
e of
thes
e fo
rms?
(Che
ck th
e bo
x)3.
(A) H
ave
cove
rage
thro
ugh
the
Mar
ketp
lace
(Exc
hang
e)?
[Pro
vide
For
m 1
095-
A]3a
. (A)
If y
es, w
ere
adva
nce
cred
it pa
ymen
ts m
ade
to h
elp
you
pay
your
hea
lth c
are
prem
ium
s?3b
. (A)
If y
es, I
s ev
eryo
ne li
sted
on
your
For
m 1
095-
A be
ing
clai
med
on
this
tax
retu
rn?
4. (B
) Hav
e an
exe
mpt
ion
gran
ted
by th
e M
arke
tpla
ce?
To b
e C
ompl
eted
by
a C
ertif
ied
Volu
ntee
r Pre
pare
r (U
se P
ublic
atio
n 40
12 a
nd c
heck
the
appr
opria
te b
ox(e
s) in
dica
ting
Min
imum
Ess
entia
l Cov
erag
e (M
EC) f
or e
very
one
liste
d on
the
retu
rn.)
Nam
eM
EC A
ll Ye
ar
No
MEC
M
onth
s w
ith M
ECM
onth
s w
ith E
xem
ptio
nEx
empt
All
Year
Not
esTa
xpay
erJ
F M
A M
J J
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DPa
rt V
II –
Add
ition
al In
form
atio
n an
d Q
uest
ions
Rel
ated
to th
e Pr
epar
atio
n of
You
r Ret
urn
1. P
rovi
de a
n em
ail a
ddre
ss (o
ptio
nal)
(this
em
ail a
ddre
ss w
ill n
ot b
e us
ed fo
r con
tact
s fro
m th
e In
tern
al R
even
ue S
ervi
ce)
2. P
resi
dent
ial E
lect
ion
Cam
paig
n Fu
nd (I
f you
che
ck a
box
, you
r tax
or r
efun
d w
ill n
ot c
hang
e)C
heck
her
e if
you,
or y
our s
pous
e if
filin
g jo
intly
, wan
t $3
to g
o to
this
fund
Yo
uSp
ouse
3. If
you
are
due
a re
fund
, wou
ld y
ou li
ke:
a. D
irect
dep
osit
Yes
No
b. T
o pu
rcha
se U
.S. S
avin
gs B
onds
Yes
No
c. T
o sp
lit y
our r
efun
d be
twee
n di
ffere
nt a
ccou
nts
Yes
No
4. If
you
hav
e a
bala
nce
due,
wou
ld y
ou li
ke to
mak
e a
paym
ent d
irect
ly fr
om y
our b
ank
acco
unt?
Yes
No
Man
y fr
ee ta
x pr
epar
atio
n si
tes
oper
ate
by re
ceiv
ing
gran
t mon
ey. T
he d
ata
from
the
follo
win
g qu
estio
ns m
ay b
e us
ed b
y th
is s
ite to
app
ly fo
r the
se g
rant
s.
Your
ans
wer
s w
ill b
e us
ed o
nly
for s
tatis
tical
pur
pose
s.5.
Wou
ld y
ou s
ay y
ou c
an c
arry
on
a co
nver
satio
n in
Eng
lish,
bot
h un
ders
tand
ing
& sp
eaki
ng?
Very
wel
lW
ell
Not
wel
lN
ot a
t all
Pref
er n
ot to
ans
wer
6. W
ould
you
say
you
can
read
a n
ewsp
aper
or b
ook
in E
nglis
h?Ve
ry w
ell
Wel
lN
ot w
ell
Not
at a
llPr
efer
not
to a
nsw
er7.
Do
you
or a
ny m
embe
r of y
our h
ouse
hold
hav
e a
disa
bilit
y?Ye
sN
oPr
efer
not
to a
nsw
er8.
Are
you
or y
our s
pous
e a
Vete
ran
from
the
U.S
. Arm
ed F
orce
s?Ye
sN
oPr
efer
not
to a
nsw
erAd
ditio
nal c
omm
ents
Priv
acy
Act
and
Pap
erw
ork
Red
uctio
n A
ct N
otic
eTh
e Pr
ivac
y Ac
t of 1
974
requ
ires
that
whe
n w
e as
k fo
r inf
orm
atio
n w
e te
ll yo
u ou
r leg
al ri
ght t
o as
k fo
r the
info
rmat
ion,
why
we
are
aski
ng fo
r it,
and
how
it w
ill be
use
d. W
e m
ust a
lso
tell
you
wha
t cou
ld h
appe
n if
we
do n
ot re
ceiv
e it,
and
whe
ther
you
r res
pons
e is
vol
unta
ry, r
equi
red
to o
btai
n a
bene
fit, o
r man
dato
ry. O
ur le
gal r
ight
to a
sk fo
r inf
orm
atio
n is
5 U
.S.C
. 301
. We
are
aski
ng fo
r thi
s in
form
atio
n to
ass
ist u
s in
con
tact
ing
you
rela
tive
to y
our i
nter
est a
nd/o
r par
ticip
atio
n in
the
IRS
volu
ntee
r inc
ome
tax
prep
arat
ion
and
outre
ach
prog
ram
s. T
he in
form
atio
n yo
u pr
ovid
e m
ay b
e fu
rnis
hed
to o
ther
s w
ho c
oord
inat
e ac
tiviti
es a
nd s
taffi
ng a
t vo
lunt
eer r
etur
n pr
epar
atio
n si
tes
or o
utre
ach
activ
ities
. The
info
rmat
ion
may
als
o be
use
d to
est
ablis
h ef
fect
ive
cont
rols
, sen
d co
rresp
onde
nce
and
reco
gniz
e vo
lunt
eers
. You
r res
pons
e is
vol
unta
ry. H
owev
er, i
f you
do
not
pro
vide
the
requ
este
d in
form
atio
n, th
e IR
S m
ay n
ot b
e ab
le to
use
you
r ass
ista
nce
in th
ese
prog
ram
s. T
he P
aper
wor
k R
educ
tion
Act r
equi
res
that
the
IRS
disp
lay
an O
MB
cont
rol n
umbe
r on
all p
ublic
in
form
atio
n re
ques
ts. T
he O
MB
Con
trol N
umbe
r for
this
stu
dy is
154
5-19
64. A
lso,
if y
ou h
ave
any
com
men
ts re
gard
ing
the
time
estim
ates
ass
ocia
ted
with
this
stu
dy o
r sug
gest
ion
on m
akin
g th
is p
roce
ss s
impl
er,
plea
se w
rite
to th
e In
tern
al R
even
ue S
ervi
ce, T
ax P
rodu
cts
Coo
rdin
atin
g C
omm
ittee
, SE:
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, 111
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onst
itutio
n Av
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6
Catalog Number 71414A www.irs.gov Form 15080 (EN-SP) (6-2018)
Form 15080 (EN-SP)(June 2018)
Department of the Treasury - Internal Revenue Service
Consent to Disclose Tax Return Information toVITA/TCE Tax Preparation Sites
Federal Disclosure: Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
Terms:Global Carry Forward of data allows TaxSlayer LLC, the provider of the VITA/TCE tax software, to make your tax return information available to ANY volunteer site participating in the IRS's VITA/TCE program that you select to prepare a tax return in the next filing season. This means you will be able to visit any volunteer site using TaxSlayer next year and have your tax return populate with your current year data, regardless of where you filed your tax return this year. This consent is valid through November 14, 2020.
The tax return information that will be disclosed includes, but is not limited to, demographic, financial and other personally identifiable information, about you, your tax return and your sources of income, which was input into the tax preparation software for the purpose of preparing your tax return. This information includes your name, address, date of birth, phone number, SSN, filing status, occupation, employer's name and address, and the amounts and sources of income, deductions and credits that were claimed on, or contained within, your tax return. The tax return information that will be disclosed also includes the name, SSN, date of birth, and relationship of any dependents that were claimed on your tax return.
You do not need to provide consent for the VITA/TCE partner preparing your tax return this year. Global Carry Forward will assist you only if you visit a different VITA or TCE partner next year.
Limitation on the Duration of Consent: I/we, the taxpayer, do not wish to limit the duration of the consent of the disclosure of tax return information to a date earlier than presented above (November 14, 2020). If I/we wish to limit the duration of the consent of the disclosure to an earlier date, I/we will deny consent.
Limitation on the Scope of Disclosure: I/we, the taxpayer, do not wish to limit the scope of the disclosure of tax return information further than presented above. If I/we wish to limit the scope of the disclosure of tax return information further than presented above, I/we will deny consent.
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I/we hereby consent to the disclosure of tax return information described in the Global Carry Forward terms above and allow the tax return preparer to enter a PIN in the tax preparation software on my behalf to verify that I/we consent to the terms of this disclosure.
Primary taxpayer signature Date
Secondary taxpayer signature Date
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected].
7
CORRECTED b Employer Identification Number (EIN) 74-1234567
12a See instructions for box 12 D |$1,500.00
1 Wages, tips other compensation $35,000.00
2 Federal income tax withheld $3,000.00
c Employer’s name, address and ZIP code Eagle Academy PO Box 123 Austin, TX 78704
12b DD |$4,650.00
3 Social security wages $36,500.00
4 Social security tax withheld $2,263.00
12c |$
5 Medicare wages and tips $36,500.00
6 Medicare tax withheld $529.00
12d |$
7 Social security tips
8 Allocated tips
d Employee’s name, address and ZIP code Julie L. Harvard 4587 Magnolia Lane Austin, TX 78745
12e |$
9 Verification code 50A6-21B3-9B12-19D8
10 Dependent care benefits
This information being provided to Internal Revenue Service
11 Nonqualified plans
13 Statutory Retirement Plan Third- party Employee plan sick-pay
Copy B To Be Filed With Employee’s FEDERAL Tax Return
14 Other
a Employee’s Social Security Number 789-00-1456
15 State
Employer’s state ID number
16 State wages, tips, etc .
17 State income tax
18 Local wages, tips, etc.
19 Local income tax
20 Locality name
Department of the Treasury – Internal Revenue Service FORM W-2 wage and Tax Statement 2018
Copy 2 – To be filed with employee’s state or local tax return
OMB No. 1545-0008
Form W-2 (keep for your records) www.irs.gov/formw2 Department of the Treasury – Internal Revenue Service
CORRECTED b Employer Identification Number (EIN) 74-2345671
12a See instructions for box 12 |$
1 Wages, tips other compensation $3,000.00
2 Federal income tax withheld $150.00
c Employer’s name, address and ZIP code Manchaca Academy PO Box 2314 Manchaca, TX 78652
12b |$
3 Social security wages $3,000.00
4 Social security tax withheld $186.00
12c |$
5 Medicare wages and tips $3,000.00
6 Medicare tax withheld $44.00
12d |$
7 Social security tips
8 Allocated tips
d Employee’s name, address and ZIP code Bradley J. Harvard PO Box 4523 Austin, TX 78745
12e |$
9 Verification code
10 Dependent care benefits
This information being provided to Internal Revenue Service
11 Nonqualified plans
13 Statutory Retirement Plan Third- party Employee plan sick-pay
Copy B To Be Filed With Employee’s FEDERAL Tax Return
14 Other
a Employee’s Social Security Number 678-00-2345
15 State
Employer’s state ID number
16 State wages, tips, etc .
17 State income tax
18 Local wages, tips, etc.
19 Local income tax
20 Locality name
Department of the Treasury – Internal Revenue Service FORM W-2 wage and Tax Statement 2018
Copy 2 – To be filed with employee’s state or local tax return
OMB No. 1545-0008
Form W-2 (keep for your records) www.irs.gov/formw2 Department of the Treasury – Internal Revenue Service
Note: Code DD in box 12 of Julie’s W-2 indicates the total cost of her health insurance plan regardless of who paid the premiums.
8
ABC Investments Form 1099 With Account Summary Totals for your Records
Tax Year 2018 Page 1 Date Prepared: January 15, 2019
Payer’s Name and Address Recipient’s Name and Address ABC Investments 211 Main Street San Francisco, CA 94105 Federal ID Number: 74-2345678
Bradley & Julie Harvard 4587 Magnolia Lane Austin, TX 78745 Taxpayer ID Number: XXX-XX-2345
Account Number: XXXXXXX4256 Dividends and Distributions – 2018 Form 1099-DIV Department of the Treasury-Internal Revenue Service Copy B for Recipient (OMB No. 1545-0110)
Box Description Amount Total 1a Total Ordinary Dividends
(includes amount shown in box 1b) $ 45.00
1b Qualified Dividends $ 40.00 2a Total Capital Gain Distribution
(includes amount shown in boxes 2b, 2c, and 2d) $ 10.00
2b Unrecap. Sec 1250 Gain 2c Section 1202 Gain 2d Collectibles (28%) gain 3 Nondividend Distributions 4 Federal Income Tax Withheld 5 Investment Expenses 6 Foreign Tax Paid 7 Foreign country or U.S. Possession 8 Cash Liquidation Distributions 9 Noncash Liquidation Distributions 10 Exempt-interest Dividends 11 Specified Private Activity Bond Interest dividends Interest Income – 2018 Form 1099-INT Department of the Treasury-Internal Revenue Service Copy B for Recipient (OMB No. 1545-0110)
Box Description Total 1 Interest Income $ 25.00 2 Early Withdrawal Penalty 3 Interest on U.S. Savings Bonds & Treas. Obligations 4 Federal Income Tax Withheld 5 Investment Expense 6 Foreign Tax Paid 7 Foreign Country or U.S. Possession 8 Tax-exempt Interest 9 Specified Private Activity Bond Interest 10 Tax-exempt Bond CUSIP no. This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return a negligence penalty or other sanction may be imposed on you if this income is taxable and the I.R.S. determines that is has not been reported. If you should have any questions regarding information being reported on this form please call us at 1-800-000-0000.
9
CORRECTED (if checked) PAYER’S name, street address, city or town, province or state, country, and ZIP or foreign postal code
Hometown Pension Fund PO Box 7894 Austin, TX 78708
1 Gross distribution
$500.00
OMB No. 1545-0119
2018
Form 1099-R
Distributions From
Pensions, Annuities, Retirement or Profit-
Sharing Plans, IRAs, Insurance Contracts, etc
2a Taxable amount $500.00 2b Taxable amount not determined
Total distribution
Copy B Report this income on
your federal tax return. If this form shows
federal income tax withheld in box 4, attach this copy to your return.
This information is being furnished to the Internal
Revenue Service.
PAYER’S federal identification number 74-6712345
RECIPIENT’S identification number 678-00-2345
3 Capital gain (included in box 2a) $
4 Federal income tax withheld $50.00
RECIPIENT’S name
Bradley J. Harvard Street address (including apt. no.)
4587 Magnolia Lane City or town, province or state, country, and ZIP or foreign postal code
Austin, TX 78745
5 Employee contributions /Designated Roth contributions or insurance premiums $
6 Net unrealized appreciation in employer’s securities $
7 Distribution code(s)
7
IRA/ SEP/ SIMPLE
8 Other $
% 9a Your percentage of total
distribution % 9b Total employee contributions $
10 Amount allocable to IRR within 5 years $
11 1st year of desig. Roth contrib.
FATCA filing requirement
12 State tax withheld $
13 State/Payer’s state no. 14 State distribution $
$ $
Account number (see instructions Date of payment
15 Local tax withheld $
16 Name of locality 17 Local distribution $
$ $ Form 1099-R www.irs.gov/form1099r Department of the Treasury-Internal Revenue Service
FORM SSA-1099 – SOCIAL SECURITY BENEFIT STATEMENT • PART OF YOUR SOCIAL SECURITY BENEFITS SHOWN IN BOX 5 MAY BE TAXABLE INCOME. • SEE THE REVERSE FOR MORE INFORMATION.
Box 1 Name Bradley Joseph Harvard
Box 2. Beneficiary’s Social Security Number 678-00-2345
Box 3. Benefits Paid in 2018
$12,000.00 Box 4. Benefits RePaid to SSA in 2018
Box 5. Net Benefits for 2018 (Box 3 minus Box 4) $12,000.00
DESCRIPTION OF AMOUNT IN BOX 3 Paid by check or direct deposit: $10,539.78 Medicare Part B premiums deducted from your benefits: $259.00 Medicare Part C premiums deducted from your benefits: $466.98 Medicare Prescription Drug Premiums (Part D) deducted from your benefits: $734.24 Benefits for 2018: $12,000.00
DESCRIPTION OF AMOUNT IN BOX 4 Box 6. Voluntary Federal Income Tax Withholding Box 7. Address 4587 Magnolia Lane Austin, TX 78745 Box 8. Claim Number (Use this number if you need to contact SSA.)
Form SSA-1099-SM DO NOT RETURN THIS FORM TO SSA OR IRS
Note: The total of Medicare Parts B, C and D are $1,460.22.
10
CORRECTED (if checked) PAYER’S name, street address, city or town, province or state, country, ZIP or foreign postal code, and telephone no. Texas Workforce Commission 100 East 15th Street Austin, TX 78701 512.454.9675
1 Unemployment compensation
$1,500.00
OMB No. 1545-0120
2018 Form 1099-G
Certain
Government Payments
2 State or local income tax refunds, credits, or offsets $
PAYER’S federal identification number 74-7299203
RECIPIENT’S identification number
678-00-2345
3 Box 2 amount is for tax year 4 Federal income tax withheld
$150.00 Copy B
For Recipient This is important tax
information and is being furnished to the
Internal Revenue Service. If you are
required to file a return, a negligence
penalty or other sanction may be
imposed on you if this income is taxable and
the IRS determines that it has not been
reported
PAYER’S/BORROWER’S name
Bradley J Harvard
Street address (including apt. no.)
4587 Magnolia Lane
City or Town, province or state, country, and ZIP or foreign postal code
Austin, TX 78745
5 RTAA payments $
6 Taxable grants $
7 Agriculture payments $
8 If checked, box 2 is trade or business income
9 Market gain $
Account number (see instructions
10a State 10b State identification
no. 11 State income tax withheld
$ $
Form 1099-G (keep for your records) www.irs.gov/form1099g Department of the Treasury – Internal Revenue Service
CORRECTED (if checked) PAYER’S name, street address, city or town, province or state, country, ZIP or foreign postal code, and telephone no. ABC Drug Research and Development PO Box 6542 Austin, TX 78702
1 Rents $
OMB No. 1545-0115
2018
Form 1099-MISC
Miscellaneous
Income 2 Royalties $
3 Other income $1,000.00
4 Federal income tax withheld $
Copy B For Recipient
PAYER’S federal identification number 74-5671234
RECIPIENT’S identification number 678-00-2345
5 Fishing boat proceeds $
6 Medical and health care payments $
RECIPIENT’S name Bradley J. Harvard Street address (including apt. no.) 4587 Magnolia Lane City or town, province or state, country, and ZIP or foreign postal code Austin, TX 78745
7 Nonemployee compensation $
8 Substitute payments in lieu of dividends or interest $
This is important tax information and is being furnished to the Internal
Revenue Service. If you are required to file a return, a
negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that
it has not been reported.
9 Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale ▶
10 Crop insurance proceeds $
11 12
Account number (see instructions) MEDICAL STUDY
FATCA filing requirement
13 Excess golden parachute payments $
14 Gross proceeds paid to an attorney $
15a Section 409A deferrals $
15b Section 409A income $
16 State tax withheld $
17 State/Payer’s state no. 18 State income $
Form 1099-MISC (keep for your records) www.irs.gov/form1099misc Department of the Treasury – Internal Revenue Service
11
CORRECTED (if checked) RECIPIENT’S/LENDER’S name, street address, city or town, province or state, country, ZIP or foreign postal code, and telephone number
KLM Bank PO Box 4568 Austin, TX 78704
OMB No. 1545-1576
2018 Form 1098-E
Student
Loan Interest Statement
RECIPIENT’S federal identification number
74-0123456
BORROWER’S social security number 789-00-1456
1 Student loan interest received by lender $1,476.00
Copy B For Borrower
This is important tax
information and is being furnished to the Internal
Revenue Service. If you are required to file a tax return, a
negligence penalty or other sanction may be imposed on
you if the IRS determines that an underpayment of tax
results because you overstated a deduction for
student loan interest.
BORROWER’S name
Julie L Harvard
Street address (including apt. no.)
4587 Magnolia Lane City or Town, province or state, country, and ZIP or foreign postal code
Austin, TX 78745
Account number (see instructions)
2. If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004…………….
Form 1098-E (keep for your records) www.irs.gov/form1098e Department of the Treasury – Internal Revenue Service
Interview Notes:
Julie is an elementary school teacher at a private school and she spent $800.00 of her own money for classroom supplies.
Interview Notes: Ann earned $350.00 by occasionally taking care of her younger sister.
Kathy Penn EIN 74-7297299 December 31, 2018 5601 Magnolia Ln Austin TX 78745 Received from: Bradley & Julie Harvard $2,200.00 for after school and summer care for Linda Harvard $2,200.00 Total Amount Received
Where the little things matter the most.
12
CORRECTED
FILER’S name, street address, city or town, province or state, country, ZIP or foreign postal code, and telephone number
State University PO Box 6547 Austin, TX 78725
1 Payments received for qualified tuition and related expenses $4,011.00
OMB No. 1545-1574
2018 Form 1098-T
Tuition Statement 2
FILER’S federal identification no.
74-4567123
STUDENT’S taxpayer identification no.
XXX-XX-9125
3 If this box is checked, your educational institution has changes its reporting method for 2016
Copy B For Student
This is important tax
information and is being furnished to
the Internal Revenue Service. This form
may be used to complete Form 8863
to claim education credits. Give it to the tax preparer or use it
to prepare the tax return.
STUDENT’S name Annette C Harvard
4 Adjustments made for a prior year $
5 Scholarships or grants $1,500.00
Street address (including apt. no.)
4587 Magnolia Ln.
6 Adjustments to scholarships or grants for a prior year $
7 Checked if the amount in box 1 or 2 includes amounts for an academic period beginning January-March 2018
City or Town, province or state, country, and ZIP or foreign postal code Austin, TX 78745 Service Provider/Acct No. (see instr.) 8 Check if at least
half-time student 9 Checked if a graduate student . . . .
10 Ins. Contract reimb./refund $
Form 1098-T (keep for your records) www.irs.gov/form1098t Department of the Treasury – Internal Revenue Service
Interview Notes: Ann is attending university and in her sophomore year working on a degree in architecture. In addition to her tuition she had book expenses of $800.00. Ann was required to purchase a specialized software program (CAD, computer-aided design) and drafting supplies for a class. The software was $159.00 and the drafting supplies were $250.00. In addition, she bought a new computer for $1,200.00.
13
Account Activity View transaction by term:
Spring 2018 Account Activity
To sort, click on the desired column header
Description Code Date Amount($)
Tuition, College Credit TUI1C 12/15/2017 1404.00
Fee, General Use FGNFC 12/15/2017 180.00
Fee, Sustainability FSSTN 12/15/2017 48.00
Fee, Student Activity Res 1 FSA1C 12/15/2017 72.00
Fee, Student Accident Ins FSIFC 12/15/2017 12.00
Fee, Parking Permit PKPT 12/15/2017 50.00
STUDENT SUCCESS COURSE SSMAT 12/15/2017 40.00
Tuition, College Credit TUI1C 01/06/2018 -351.00
Fee, General Use FGNFC 01/06/2018 -45.00
Fee, Sustainability FSSTN 01/06/2018 -12.00
Fee, Student Activity Res 1 FSA1C 01/06/2018 -18.00
Fee, Student Accident Ins FSIFC 01/06/2018 -3.00
Direct Subsidized Loan DRSLY 01/12/2018 -100.00
Federal Pell Grant FPELL 01/12/2018 -500.00
Texas Public Education Grant TPEG 01/12/2018 -250.00
Capital Idea CPID 01/12/2018 -527.00
Touchnet Payment TN 01/12/2018 -40.00
H1-Fin Aid Refund REF 01/14/2018 40.00
Term Balance: 0.00
Tuition and fees total $1806.00. Qualifying expenses for scholarships and grants are $1314. Qualifying expenses for American Opportunity credit are $1,224. Grants that qualify for living expenses total $750.
Spring 2018: 0.00 Select
14
Account Activity View transaction by term:
Summer 2018 Account Activity
To sort, click on the desired column header
Description Code Date Amount($)
Tuition, College Credit TUI1C 05/03/2018 1053.00
Fee, General Use FGNFC 05/03/2018 135.00
Fee, Sustainability FSSTN 05/03/2018 36.00
Fee, Student Activity Res 1 FSA1C 05/03/2018 54.00
Fee, Student Accident Ins FS1FC 08/03/2018 9.00
Fee, Parking Permit PKPT 05/03/2018 50.00
Tuition, College Credit TUI1C 05/13/2018 -351.00
Fee, General Use FGNFC 05/13/2018 -45.00
Fee, Sustainability FSSTN 05/13/2018 -12.00
Fee, Student Activity Res 1 FSA1C 05/13/2018 -18.00
Fee, Student Accident Ins FS1FC 05/13/2018 -3.00
Payment, Student PYMTS 05/20/2018 -908.00
Term Balance: 0.00
Tuition and fees total $1307.00. Qualifying expenses for scholarships and grants are $836. Qualifying expenses for American Opportunity credit are $786.
Summer 2018: 0.00 Select
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Account Activity View transaction by term:
Fall 2018 Account Activity
To sort, click on the desired column header
Description Code Date Amount($)
Tuition, College Credit TUI1C 07/11/2018 1404.00
Fee, General Use FGNFC 07/11/2018 180.00
Fee, Sustainability FSSTN 07/11/2018 48.00
Fee, Student Activity Res 1 FSA1C 07/11/2018 72.00
Fee, Student Accident Ins FSIFC 07/11/2018 12.00
Fee, Parking Permit PKPT 07/11/2018 50.00
Direct Subsidized Loan DRSLY 08/25/2018 -100.00
Federal Pell Grant FPELL 08/25/2018 -500.00
Texas Public Education Grant TPEG 08/25/2018 -250.00
Capital Idea CPID 08/28/2018 -487.00
Touchnet Payment TN 08/28/2018 -429.00
Tuition, College Credit TUI1C 12/03/2018 1404.00
Fee, General Use FGNFC 12/03/2018 180.00
Fee, Sustainability FSSTN 12/03/2018 48.00
Fee, Student Activity Res 1 FSA1C 12/03/2018 72.00
Fee, Student Accident Ins FSIFC 12/03/2018 12.00
Fee, Parking Permit PKPT 12/03/2018 50.00
Term Balance: 1766.00
Tuition and fees total $1766.00. Qualifying expenses for scholarships and grants are $1682. Qualifying expenses for American Opportunity credit are $1,632. Grants that qualify for living expenses total $750. Student registered for the Spring 2019 semester in December 2018 but did not pay any of expenses so they cannot be included in qualifying expenses.
Fall 2018: 1766.00 Select
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X1
Spring 2018 $1,314 Summer 2018 $836 Fall 2018 $1,682
Spring 2018 $1,224 Summer 2018 $786 Fall 2018 $1,632
Book Expenses: $800(AOC and LLC)
Supplies Expenses: $409(AOC only)
Grants:
$1,500
$0
Scholarships:
$0
$0
$0
$4,000
$459
Qualified Tuition & Fees for AOC/LLC:
Form 1099-Q Distributions:Enter only if total distribution used for qualified expenses.
Your 2018 tax return included educational expenses
Based on your education expenses, scholarships and grants reported on your Form 1098-T, and information found on your account activity statement from your school, we have filed your education credit in the following manner:
in available qualified education expenses were included in your tax return on Form 8863 to calculate your education credit.
must be included on the student’s return as scholarship income on Form 1040.
Can be used for living expenses. Taxable Scholarships and
Grants$0
Total scholarships/grants that exceed qualified expenses
Cannot be used for living expenses.
Can be used for living expenses. Total Grants and
Scholarships$1,500Cannot be used for
living expenses.Qualified Expenses Available
for Credit$3,351
Total qualified expenses for AOC/LLC that exceed grants and scholarship
Education Expenses Worksheet for 2018 Tax Year American Opportunity Credit (AOC) Lifetime Learning Credit (LLC)
Selected AOC
Attach a copy of the student’s account statement for each semester (accessible via school’s online portal) to this worksheet.
Student’s name from Form 1098-T: Ann Harvard
(Excess Scholarships above plus Line 10 below)
Total Qualified Tuition & Fees for Scholarship/Grant:
Includes amounts paid in 2018 for Spring 2019
Total Qualified Tuition, Fees, Books & Supplies for scholarships/grants $5,041
Qualified Tuition, Fees, Books & Supplies for
AOC/LLC $4,851
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If no, then do any of the scholarships or grants allow their funds to be used for living expenses?
Line 1 $4,000
Line 2 $4,851
Line 3 $190
Line 4 $0
Line 5 $0
Line 6 $4,851
Line 7 $1,500
Line 8 $851
Line 9 $190
Line 10 $459
Scholarship/grant monies not available for living expenses that are now available to pay AOC/LLC expenses.
Line 3 minus Line 4. Put 0 if negative
Determining amount of scholarship/grant to transfer to income
$4,000 for AOC or $10,000 for LLC
Total qualified expenses for AOC/LLC.
Expenses that qualify for scholarships/grants but not AOC/LLC.
Scholarships/Grants not available for living expenses.
Transferring scholarships and grants to student as income
Are the available education expenses $4,000.00 or more for AOC or $10,000 or more for LLC?
If yes, then there is no benefit in transferring scholarships and/or grants to the student's income.
Use the link below to help you decide.Which scholarships and grants can be used for living expenses?
Line 7 minus Line 8 and Line 9. Put 0 if negative
Comment/Notes:
Line 2 minus Line 5. Put 0 if negative
Scholarships/grants available for transfer to income.
Expenses that exceed credit limit.Line 6 minus Line 1, put 0 if negative
Scholarship/grant expenses not paid by scholarship/grant monies that are not available for living expenses.
Amount of scholarship/grant to transfer to student as income
Scholarships/grants available for living expenses (line 4) minus Taxable Scholarship (table on page 1)
Line 4 minus Line 3, put 0 if negative
From table on page 1: total qualified expenses for scholarships/grants minus total qualified expenses for AOC/LLC
Qualified AOC/LLC expenses available for the credit.
Maximum amount of expenses for calculating credit.
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Bradley J. Harvard 4587 Magnolia Lane Austin, TX 78745 Important information about filing your 2018 federal tax return
We assigned you an Identity Protection Personal Identification Number
Our records show that you either: • were previously a victim of identity
theft or, • notified IRS that you experienced an
incident that could potentially expose you to identity theft or
• requested an identity protection personal identification number (IP PIN).
We placed an indicator on your account and assigned you an IP PIN for calendar year 2018. The IP PIN helps verify a return filed with your social security number was filed by you. You’ll need to use this IP PIN when filing and Forms 1040 during the calendar year beginning in January. If you fail to use your assigned IP PIN, we could reject your return delay the processing of your return. Your assigned 2018 IP PIN is: 102345
What you need to do • Keep this letter in a safe place. You’ll need it to prepare your tax return.
• When you file your federal tax return, enter the IP PIN in the correct
place: − If filing electronically, your tax software or practitioner will tell
you when and where to enter it − If filing a paper return, enter your IP PIN in the gray box marked
“Identity Protection PIN” to the right of the “Spouse’s signature and occupation”.
Note: The second spouse’s IP PIN still protects his or her account even though it’s not entered on a jointly filed paper return.
• If you don’t have to file a tax return, you won’t need to use your IP PIN.
We still protect your account from fraudulent filing.
What to remember about your IP PIN You must use this IP PIN to confirm your identity on your current tax return and any prior year returns filed during the calendar year. We’ll send you a new IP PIN each December by postal mail. Therefore, be sure to file Form 8822, Change of Address, if you change your mailing address. Keep your number private and don’t give it to anyone other than a tax professional filing your tax return. The tax preparer will need to include your IP PIN on your return. Bring this letter with you. The IP PIN is only used to file your return. It has no other purpose. The 6-digit IP PIN is sometimes confused with the 5-digit e-file PIN; they’re not the same or interchangeable. As an IP PIN recipient, you don’t need to file a Form 14039, Identity Theft Affidavit, to notify us you are a victim of identity theft.
Deparment of Treasury Internal Revenue Service Kansas City Service Center-SP Kansas City , MO 64999-0017
Notice CP01A Tax Year 2018 Notice Date January 8, 2019 To contact us 1-800-XXX-XXXX Page 1 of 2
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Annette C. Harvard 4587 Magnolia Lane Austin, TX 78745 Important information about filing your 2018 federal tax return
We assigned you an Identity Protection Personal Identification Number
Our records show that you either: • were previously a victim of identity
theft or, • notified IRS that you experienced an
incident that could potentially expose you to identity theft or
• requested an identity protection personal identification number (IP PIN).
We placed an indicator on your account and assigned you an IP PIN for calendar year 2018. The IP PIN helps verify a return filed with your social security number was filed by you. You’ll need to use this IP PIN when filing and Forms 1040 during the calendar year beginning in January. If you fail to use your assigned IP PIN, we could reject your return delay the processing of your return. Your assigned 2018 IP PIN is: 256891
What you need to do • Keep this letter in a safe place. You’ll need it to prepare your tax return.
• When you file your federal tax return, enter the IP PIN in the correct
place: − If filing electronically, your tax software or practitioner will tell
you when and where to enter it − If filing a paper return, enter your IP PIN in the gray box marked
“Identity Protection PIN” to the right of the “Spouse’s signature and occupation”.
Note: The second spouse’s IP PIN still protects his or her account even though it’s not entered on a jointly filed paper return.
• If you don’t have to file a tax return, you won’t need to use your IP PIN.
We still protect your account from fraudulent filing.
What to remember about your IP PIN You must use this IP PIN to confirm your identity on your current tax return and any prior year returns filed during the calendar year. We’ll send you a new IP PIN each December by postal mail. Therefore, be sure to file Form 8822, Change of Address, if you change your mailing address. Keep your number private and don’t give it to anyone other than a tax professional filing your tax return. The tax preparer will need to include your IP PIN on your return. Bring this letter with you. The IP PIN is only used to file your return. It has no other purpose. The 6-digit IP PIN is sometimes confused with the 5-digit e-file PIN; they’re not the same or interchangeable. As an IP PIN recipient, you don’t need to file a Form 14039, Identity Theft Affidavit, to notify us you are a victim of identity theft.
Deparment of Treasury Internal Revenue Service Kansas City Service Center-SP Kansas City , MO 64999-0017
Notice CP01A Tax Year 2018 Notice Date January 8, 2019 To contact us 1-800-XXX-XXXX Page 1 of 2
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