The Office of Tax and Revenue (OTR) in partnership with the DC Bar Pro Bono Center will host a series of workshops on the District’s new filing requirements for tax exempt organizations. This event will serve as a great way to learn more about all changes and processes for those applying for or retaining an Income and Franchise tax, Personal Property tax and/or Sales and Use tax exemption from the District.
The workshops will be held as follows:
- Non-Profits Organizations: Tuesday, April 30; 10 am to 12 noon
- Faith-Based Organizations: Thursday, May 2; 10 am to 12 noon
The workshops are free and will be held at OTR’s office, 1101 4th Street, SW, Suite W240. There will be an opportunity to ask questions and give feedback.
As space is limited, individuals who are interested should RSVP by emailing email@example.com.
OTR staff will also provide on-the-spot assistance to individuals who may need support recertifying their exemption via the online reporting system, MyTax.DC.gov. They will need to bring the following documents, as applicable:
- Articles of Incorporation
- Certificate of Incorporation issued by the District of Columbia Department of Consumer and Regulatory Affairs (DCRA)
- Certificate of Occupancy or Deed
- IRS Determination Letter
Don’t miss this opportunity!
As the deadline to file the individual income tax return is now upon us. The Office of Tax and Revenue (OTR) reminds taxpayers that there are payment options available for any outstanding liabilities owed to the District of Columbia.
OTR’s tax portal, MyTax.DC.gov provides the convenience of making online payments 24/7.
Online Payment Agreement
District taxpayers with an outstanding liability can apply for an online payment agreement by logging in to their MyTax.DC.gov account. The “How to Request a Payment Agreement” tutorial is a helpful resource in setting up a payment agreement.
To remit a payment, taxpayers should log in to their MyTax.DC.gov account, which allows them to pay directly from their bank account for free or pay with their credit/debit card for a fee.
For assistance with MyTax.DC.gov and/or account-related questions, please contact OTR’s e-Services Unit at (202) 759-1946 or via email at firstname.lastname@example.org.
The District of Columbia Office of Tax and Revenue (OTR) reminds taxpayers and tax preparers that the deadline to file their individual income tax return, and remit payment due, is days away – Monday, April 15.
Below are some points to keep in mind as the tax filing deadline nears:
- Filing Deadline: All income tax returns and related payments for tax year 2018 must be e-filed or postmarked by Monday, April 15, 2019.
- What’s New: A special edition on OTR’s blog outlined what’s new for the current tax-filing season.
- Electronic Filing: E-filing is faster, minimizes errors, and provides an electronic filing acknowledgement. OTR’s website lists a number of companies that offer free e-filing of the federal and state returns, if certain criteria are met.
- Fillable Form: OTR also offer a fillable form option, which allows residents to preparer their District return online, and e-file it, at no charge.
- Forms and Instructions: A number of tax forms, instructions, and other related materials are available online, at any time, at OTR’s website.
- Extension: Taxpayers who may need additional time to file their tax return, may request an extension of time to file (FR-127) at MyTax.DC.gov. Reminder: It’s an extension of time to file, not to pay.
- Payment Options: To remit a payment, taxpayers should log in to their MyTax account, which allows them to pay directly from their bank account for free, or pay with their credit/debit card for a fee.
- Online Payment Agreement: Taxpayers with an outstanding liability can apply for an online payment agreement by logging in to their MyTax.DC.gov accounts. The “How to Request a Payment Agreement” tutorial is a helpful resource in setting up a payment agreement.
- Where’s My Refund: Taxpayers who may be due a refund, can check their refund status at MyTax.DC.gov. They will need to input their social security number, tax year and exact refund amount.
- Contact OTR: Forms, instructions and related items can also be picked up at OTR’s office. The office is located at 1101 4th Street, SW, Suite 270, Washington, DC 20024, and is open to the public from 8:30 a.m. to 5:30 p.m., Monday thru Friday. Taxpayers may also call the office during the same hours at (202) 727-4TAX (4829). Tax practitioners may call (202) 727-1435.
Effective April 1, 2019, a “marketplace facilitator” is required to collect District sales tax on behalf of its “marketplace sellers.”
A “marketplace facilitator” is a person that provides a marketplace that lists, advertises, stores, or processes orders for retail sales subject to sales tax for sale by marketplace sellers, and directly or indirectly collects payment from a purchaser and remits payment to a marketplace seller regardless of whether the marketplace facilitator receives compensation or other consideration in exchange for its services.
A “marketplace seller” is a person that makes retail sales through a marketplace operated by a marketplace facilitator.”
Marketplace facilitators should register for a marketplace sales tax account with the District of Columbia Office of Tax and Revenue (OTR) and begin collecting and remitting sales tax immediately on their marketplace sales. Those marketplaces that are already registered with the District as a vendor or a remote seller, should add an additional marketplace account to their customer profile.
For additional questions, please see the following FAQs: https://otr.cfo.dc.gov/page/marketplace-sellers-frequently-asked-questions-faqs
For questions or assistance registering, marketplace facilitators may call OTR’s e-services at (202) 759-1946 or send an email to email@example.com.
We had such great questions at our first “pop-up” event that the OTR team is popping up again!
This time we’ll be at Petworth Neighborhood Library, 4200 Kansas Ave. NW, on March 26 from 6:30-8pm.
- Deputy Chief Financial Officer – Keith Richardson
- Director of Operations – Eva Liggins
- Chief Appraiser – Olufemi Omotoso
- Manager, Homestead Unit – Steve Skowron
- Customer Service Specialists – Nicole Moore and Heather Brown
Assessment values are available online at otr.cfo.dc.gov under the “Real Property” tab.
Stop by to learn more about your home value, the assessment process, tax programs to reduce your tax bill, and more. Space is limited.
A new DC law requires all residents to have health coverage in 2019, get an exemption, or pay a tax penalty on their DC taxes. DC enacted this law in response to the repeal of the federal individual responsibility penalty. It is modeled after the federal requirement. The penalty is based on the number of months an individual or family goes without health coverage.
For someone who goes without coverage for a full year, the penalty is: $695 for each adult and $347.50 for each child, up to $2,085 per family or 2.5 percent of family income that is over the federal tax filing threshold, whichever is greater. For more details about the tax penalty or exemptions from the penalty visit: dchealthlink.com/individual-responsibility-requirement.
If you’re working with a taxpayer who is still uninsured and just learning about the DC penalty, they can still get insurance for 2019 if they act quickly.
Open enrollment for 2019 plans has ended, but the taxpayer may be eligible for a 60-day Special Enrollment Period to sign up for health coverage through DC Health Link and minimize the impact of the tax penalty. They can call DC Health Link customer service at (855) 532-LINK . This 60-day special enrollment period starts the day they call DC Health Link or the day the file their 2018 taxes, whichever is first.
DC Health Link offers 25 private health insurance options from CareFirst Blue Cross Blue Shield and Kaiser Permanente for individuals and families. Reduced monthly premiums available for some individuals and families. Small businesses—as well as individuals and families eligible for Medicaid—can enroll through at any time through DCHealthLink.com or by calling (855) 532-LINK .
The District of Columbia offers eligible property owners a number of tax relief programs that can lower their tax bill.
Property owners may qualify for programs such as:
- Homestead deduction
- Senior or disabled owner real property tax relief
- Tax deferral, and
- Much more
Click on the video below to learn more.