Information for Individuals
Here are some tax tips to help you prepare for
your individual tax needs. If you have any questions about the
information provided here, please feel free to give me a call at
419-929-2910. Tax links provided IRS.gov
What's new for this filing season.
Alternative Minimum Tax (AMT)
Tax season will start on time for everyone except certain taxpayers
potentially affected by the Alternative Minimum Tax "patch." Check here
to see how this might affect your tax return.
Do You Need to File a Federal Income Tax Return?
Every year millions of people file Federal Income Tax returns even
though they are not required to. Find out if your income is below the
Highlights of Recent Tax Changes
Check here for articles on newly-enacted tax law and other changes that
will be reflected in future versions of the tax products.
Where's My Refund?
Get the lowdown on your refund now. Secure access anytime from anywhere.
What a deal!
Sales Tax Deduction Calculator
The Sales Tax Deduction Calculator can help you determine the amount of
optional state and local sales tax you can claim on Schedule A of Form
Directions for personal tax filing for individuals.
Tax Incentives for Higher Education Expenses
Notice 97-60, the Taxpayer Relief Act of 1997, established tax
incentives for certain higher education expenses. This Notice contains
questions and answers on the Hope Scholarship Credit and Lifetime
Learning Credit, a deduction for student loan interest, and creating
Education Individual Retirement Accounts.
Did you know that there are events in life that may have a significant
Many times we experience significant life events that have a tax impact
too! This page is designed to help you while explaining to taxpayers the
tax impact of these events.
Tax Information for Members of the U.S. Armed Forces
Members of the U.S. Armed Forces, especially those serving in combat
zones, face some special tax situations and are entitled to some special
Individual Taxpayer Identification Number (ITIN)
ITIN is a tax processing number that became available July 1, 1996, for
certain nonresident and resident aliens, their spouse and dependents.
The ITIN is only available to individuals who cannot get a social
security number (SSN).
What's Hot In Tax Forms, Publications, and Other Tax Products
Check out the latest changes on our published tax forms and publications
and get a heads up on tax law changes that will be reflected in future
revisions of tax products.
IRS Withholding Calculator
This easy-to-use calculator can help you figure your Federal income tax
withholding so your employer can withhold the correct amount from your
pay. This is particularly helpful if you've had too much or too little
withheld in the past, your situation has changed, or you are starting a
Alternative Minimum Tax (AMT) Assistant for Individuals
Could you be subject to the Alternative Minimum Tax? Find out by using
this simple program.
Tax Information for Innocent Spouses
Tax Information for Innocent Spouses
Filing Late and/or Paying Late: Information You Should Know
Before you decide not to file your tax return on time or not pay all of
your taxes when they are due, consider this.
Paying a Balance Due (Lockbox) for Individuals
The IRS uses lockboxes which are a collection and processing service
provided by a network of financial institutions. Use your Form 1040-V,
Online Payment Agreement (OPA) Application
The Online Payment Agreement (OPA) is an interactive tool to apply and
receive online approval for a short-term extension of time to pay or a
monthly installment agreement.
Understanding Your IRS Notice
We realize that receiving a notice from the IRS can be unnerving, but if
you follow these simple steps, the process to resolving the discrepancy
should be straight forward.
Check Carefully Before Applying for Offers in Compromise
IR-2004-17 — Beware of promoters’ claims that tax debts can be settled
for “pennies on the dollar."
Collection Financial Standards
Collection Financial Standards are used by the IRS to help determine a
taxpayer's ability to pay a delinquent tax liability.
Need a Copy of Your Tax Return Information?
You have two easy and convenient options for getting copies of your
federal tax return information -- tax return transcripts and tax account
transcripts -- by phone or by mail.
Contact My Local Office
IRS Taxpayer Assistance Centers-when you need to talk with IRS