The filing deadline is Monday, April 15, 2019.
2019 Filing Season: Key Information for Taxpayers
The IRS has announced that the 2019 filing season will begin on Jan. 28, 2019, for individual taxpayers. The IRS began accepting business tax returns (non-1040 series) on Jan. 8.
Taxpayers should keep several things in mind during this challenging period:
- File electronically. The IRS will accept paper and electronic tax returns, but taxpayers are urged to file electronically to speed processing and refunds.
- Tax refunds. Refunds will be paid, but the IRS cautions that returns will continue to be subject to refund fraud, identity theft and other internal reviews as in prior years. Taxpayers should use e-file or Free File with direct deposit to help speed refunds.
- Tax filing. Taxpayers can go ahead and start working on their returns in advance of the Jan. 28 opening. Both tax software and tax professionals will be available and working in advance of IRS systems opening. Software companies and tax professionals will then submit the returns when the IRS systems open. The IRS strongly encourages people to file their tax returns electronically to minimize errors and for faster refunds.
Additional information related to the 2019 filing season will be available in coming days on IRS.gov.
Limited Operations During the Appropriations Lapse
Automated applications. IRS.gov and many automated applications remain available, including such things as Where’s My Refund, the IRS2go phone app and online payment agreements.
Telephones. No live telephone customer service assistance is currently available, although the IRS will be adding staff to answer some of the telephone lines in the coming days. Due to the heavier call volume, taxpayers should be prepared for longer wait times. Most automated toll-free telephone applications will remain operational. The IRS encourages people to use IRS.gov for information.
In-person service. IRS walk-in taxpayer assistance centers (TACs) are closed. That means those offices are unable to handle large cash payments or assist identity theft victims required to visit an IRS office to establish their identity. In-person assistance will not be available for taxpayers experiencing a hardship.
Taxpayer appointments. While the government is closed, people with appointments related to examinations (audits), collection, Appeals or Taxpayer Advocate cases should assume their meetings are cancelled. IRS personnel will reschedule those meetings at a later date, when the IRS reopens.
Taxpayer correspondence. While able to receive mail, the IRS will be responding to paper correspondence to only a very limited degree during this lapse period. Taxpayers who mail in correspondence to the IRS during this period should expect a lengthy delay for a response after the IRS reopens due to a growing correspondence backlog.
Tax-exempt groups. The IRS will not be processing applications or determinations for tax-exempt status or pension plans.
Enforcement activity. During this period, the IRS will not be conducting audits, but automated initial contact letters will continue to be mailed. No collection activity will generally occur except for automated collection activity. For example, automated IRS collection notices will continue to be mailed. Criminal Investigation work, however, continues during this period.
Passports. The IRS will not be certifying for the State Department any individuals for passport eligibility.
For tax professionals and others interested in a more detailed view of IRS operations during the shutdown, there is an extensive listing available in the filing season lapse plan.
The IRS will continue to update this page to provide taxpayers and tax preparers with the latest information available on the tax filing season.
Form 1040 is used by U.S. taxpayers to file an annual income tax return.
For Tax Year 2018, you will no longer use Form 1040A or Form 1040EZ, but instead will use the redesigned Form 1040. Many people will only need to file Form 1040 and no schedules.
However, if your return is more complicated (for example you claim certain deductions or credits, or owe additional taxes) you will need to complete one or more of the new Form 1040 Schedules.
Individuals who filed their federal tax return electronically last year may not notice any changes, as the tax return preparation software will automatically use their answers to the tax questions to complete the Form 1040 and any needed schedules.
The IRS will provide the following printed 2018 tax form/instruction products to libraries throughout the county. Please contact your local branch to find out if forms and booklets have arrived.
- Form 1040
- Instruction booklet for 1040
- Schedules 1-6 for use with the 1040
Since the IRS is not printing any other forms or instructions, they are providing a Reproducible Booklet to libraries. In addition, all forms, instructions, and publications are available online at www.irs.gov
Taxpayers can call 800-829-3676 or go online at IRS.gov/orderforms to request forms/instructions to be delivered to their homes by mail.
Patrons of the Monroe County Library System may print up to 15 tax-related pages free from the Reproducible Booklet or from the IRS or State of Michigan websites. Those doing so are invited to see a staff member to override the print station.
The Bedford Branch Library (734-847-6747) and the Ellis Library & Reference Center (734-241-5277) continue to carry a limited number of the following multi-part, machine-readable forms. Please call your branch to check availability, as these forms are heavily requested
- W2 – Wage and Tax Statement
- W3 – Transmittal of Wage and Tax Statements
- 1096 – Annual Summary and Transmittal of U.S. Information Returns
- 1098 – Mortgage Interest Statement
- 1099 DIV – Dividends and Distributions
- 1099 INT – Interest Income
- 1099 MISC – Miscellaneous Income
The Tax Cuts and Jobs Act may affect your taxes.
Review new IRS Publication 5307, Tax Reform Basics for Individuals and Families, to learn about how the new tax law may affect your tax return next year.
Federal tax forms and instructions are available at all library branches. They are also available online. Check out the IRS website for more information about enhanced products and services that will help in the preparation and filing of federal tax returns.
State of Michigan tax forms and instruction booklets usually arrive at library branches in early February. Please contact your local branch to find out if forms and booklets have arrived. State of Michigan forms are also available online.
All branches of the Monroe County Library System carry materials that can instruct patrons in income tax filing. Check out the Online Catalog and search for “income tax” to find locations and availability of these resources.
Tax Tips with Carlotta Congioloso of H&R Block will be offered at the following Monroe County Library System branches:
- January 9, 2018 (Wednesday) - Carleton Branch Library- 6:00 pm
- January 14, 2018 (Monday) - Ida Branch Library- 1:00 pm
- January 16, 2018 (Wednesday) - South Rockwood Branch Library- 2:00 pm
- January 16, 2018 (Wednesday) - Ellis Library & Reference Center- 6:00 pm
- January 17, 2018 (Thursday) - Newport Branch Library- 6:00 pm
- January 18, 2018 (Friday) - Maybe Branch Library- 1:00 pm
- January 23, 2018 (Wednesday) - Dorsch Memorial Library- 3:00 pm
- January 28, 2018 (Monday) - Petersburg Branch Library- 4:00 pm
The MCOP will once again be offering free tax preparation help to low income residents. This service is by appointment only. Call 734-241-2775 to make an appointment.
Volunteer Income Tax Assistance Program (VITA), sponsored by the IRS, offers free tax help for low- to moderate-income filers who cannot prepare their own tax returns. Contact the Monroe County Community College, or to find another VITA site near you, call 1-800-906-9887.
AARP Tax-Aide is the nation's largest, free, volunteer-run tax counseling and preparation service. Click the link to find a location near you or call 888-687-2277.
Do you need more information?
IRS Internal Revenue Service – Along with online access to instructions and fillable tax forms, the IRS provides links for checking on the status of a return, frequently asked questions, and tax help.
IRS2GO – A Smartphone app, available for both Apple and Android devices from their app stores, allows users to access refund status, tax updates, and access to video from the IRS YouTube channel.
Department of the United States Treasury – Find out what the Treasury Department does, including its current Economic and Tax Policy (located in the Resource Center tab).
Michigan Department of the Treasury – Along with online access to instructions and tax forms, Michigan’s Treasury Department offers access to current changes in the tax structure as well as an explanation of property taxes and a variety of useful links.
Michigan Tax Tribunal - Overseen by the Michigan Department of Licensing and Regulatory Affairs (LARA), the Michigan Tax Tribunal is an administrative court that hears tax appeals for all Michigan taxes. While property tax appeals are normally heard by this court, they also hear business and individual tax disputes.
IRS Tax Scams/Consumer Alerts – The IRS website offers advice and tips for consumers regarding tax scams. Included is a section on recent tax scams, and what to do to avoid becoming a victim.