District of Columbia Tax Filing Season to Begin on February 12

(Washington, DC) – The District of Columbia Office of Tax and Revenue (OTR) announced today that it will begin to accept and process tax year 2020 individual income tax returns on Friday, February 12, 2021.

OTR is following the lead of the Internal Revenue Service (IRS).

Tax Returns Processing and Refunds:

OTR’s enhanced security measures to safeguard taxpayers’ identities and to combat theft/tax refund fraud may result in longer processing times for some tax returns and associated refunds. The processing window for selected tax returns could be up to six weeks.

OTR reminds taxpayers and tax professionals on what’s new for the tax filing season:

Tax Forms Changes:

  • Standard Deductions: The District standard deductions conform to the federal standard deductions which have been increased as follows:
    • $12,200 to $12,400 for single and married/registered domestic partner filers filing separately
    • $18,350 to $18,650 for head of household filers
    • $24,400 to $24,800 for married/registered domestic partners filing jointly and qualifying widow(er) with dependent child(ren) filers
  • Earned Income Tax Credit: For tax year 2020, IRS rules allow a taxpayer to use either their 2019 or 2020 income to calculate their earned income to determine the amount of the Earned Income Tax Credit for 2020. District taxpayers should use the same figure to calculate their District Earned Income Tax Credit.
  • Schedule H: Changes to the Homeowner and Renter Property Tax Credit amounts for tax year 2020 are as follows:
    • Taxpayers that are not required to file a DC individual income tax return because their income is below the filing threshold, can file the Schedule H as a standalone return electronically at MyTax.DC.gov. First-time Schedule H filers must continue to file by paper
    • Schedule H federal Adjusted Gross Income (AGI) eligibility threshold for under age 70 increased to $55,700
    • Schedule H federal AGI eligibility threshold for age 70 and older increased to $75,900
  • Schedule ELC: Keep Child Care Affordable Tax Credit
    • The maximum credit amount has been increased to $1,010
    • Taxpayers must include the Child Development Facility License Number (Line 7a) issued by the Office of the State Superintendent of Education (OSSE) in order to receive the credit, unless the facility is operated by the federal government or by a private provider on federal property
  • Opportunity Zones: Created in the Tax Cuts and Jobs Act of 2017, Opportunity Zones is a federal program that provides tax incentives for investments in new businesses and commercial projects in designated communities. For District tax purposes, the deferral and basis adjustments will only be allowed if the Qualified Opportunity Zone meets certain criteria and is approved by the Office of the Deputy Mayor for Planning and Economic Development. (For information on Opportunity Zones in DC visit https://dmped.dc.gov/node/682042).

Filing Deadline:

The deadline to file income tax returns for tax year 2020 is Thursday, April 15, 2021, unless extended by the OTR.

Tax Preparation:

OTR will no longer prepare District of Columbia individual income tax returns at its Walk-In Center located at 1101 4th Street, SW, Washington, DC 20024. OTR recommends the following free tax preparation services available throughout the District of Columbia and online:

  • VITA: By appointment only: The Internal Revenue Service (IRS) Volunteer Income Tax Assistance (VITA) program offers free tax preparation to low-moderate income taxpayers. Taxpayers can locate the VITA site nearest them by visiting http://irs.treasury.gov/freetaxprep/ or call 1-800-906-9887
  • AARP (Tax-Aide Locator): By appointment only: The Tax-Aide Program offers free tax help for everyone, with priority assistance to taxpayers who are 60 years of age and older, specializing in questions about pensions, and retirement issues unique to seniors. During the filing season, taxpayers can locate a site nearest them by calling 1-888-227-7669
  • Self-Help Tax Assistance: OTR offers two convenient and easy options for residents to file their tax returns. Visit otr.cfo.dc.gov to learn more

Tax Booklets:

Taxpayers can obtain District of Columbia tax forms and instructions by visiting MyTax.DC.gov or calling our Customer Service Center at (202) 727-4TAX. Orders will be processed and shipped by U.S. mail. Tax forms can also be picked up at District libraries. To check the status of the libraries, please visit https://www.dclibrary.org/reopen.

Customer Service:

For assistance with MyTax.DC.gov or account-related questions, please contact our e-Services Unit at       (202) 759-1946 or email e-services.otr@dc.gov, 8:15 am to 5:30 pm, Monday through Friday.

Note: OTR encourages taxpayers to file their returns electronically as the United States Postal Service is currently experiencing delays due to high shipping volumes. This may cause delays in processing paper returns and/or taxpayers receiving their refund check. Taxpayers can avoid these delays by filing their return electronically and requesting that their refund be direct deposited to their account.

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Apply for the Homestead/Senior Tax Exemption on MyTax.DC.gov

On Dec 7, 2020, the Office of Tax and Revenue (OTR) added real property taxes to the MyTax.DC.gov website, which now allows DC residents to manage all tax types online. Property owners may complete a number of tax transactions on the updated site, such as applying for the Homestead Deduction.

To help property owners navigate the homestead application process, we’ve provided a list of resources below:

Resources:

•       Homestead Deduction, Disabled Senior Citizen, or Disabled Property Tax Relief Qualifications

•       “How to Apply for Homestead/Senior Tax Exemption” tutorial

•       MyTax portal

Should you have additional questions, please contact our Customer Service Center at (202) 727-4TAX (4829).  For assistance with MyTax.DC.gov, please contact our e-Services Unit at (202) 759-1946, Monday through Friday, or email e-services.otr@dc.gov, between the hours of 8:15 am to 5:30 pm, Monday through Friday or send an email to e-services.otr@dc.gov.

Please stay connected with us on social media.  (@MyTaxDC on Twitter, Instagram, and Facebook.)

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Tax Year 2020 Form 1095-B or Form 1095-C Due Dates

Beginning in 2019, most District taxpayers must maintain qualifying health coverage, get an exemption, or pay a penalty. This is modeled on the federal individual shared responsibility requirement that was in effect prior to 2019.

An employer or other sponsor of an employment-based health plan or an insurance issuer or carrier licensed to or otherwise authorized to offer minimum essential coverage that are required to file information returns (Form 1095-B or Form 1095-C) with the IRS must also file information returns with OTR for that same tax year.

For tax years beginning after December 31, 2019, the deadline is 30 days after the IRS deadline for submitting 1095-B or 1095-C forms, including any extensions granted by the IRS.  For tax year 2020, information returns (Form 1095-B or Form 1095-C) will be due to OTR on April 30, 2021.

For more information see: https://otr.cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/FAQ%20reporting%20SRP%20Update.3.31.20.pdf

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MyTax.DC.gov Tutorials and Frequently Asked Questions (FAQs) Are Available for Taxpayers

The Office of Tax and Revenue has unveiled new services to include the addition of real property tax functions at MyTax.DC.gov. The agency has created a series of tutorials and FAQs to help taxpayers navigate the enhanced portal with ease. Some of the new online features include the ability to:

– Review and pay property tax bills

– View tax assessments for multiple years

– Apply for tax relief benefits

– Manage payment transactions

– Access web features for application status

Please click the links below to view tutorials and FAQs designed to help taxpayers make the most of the portal’s services:

Tutorials

FAQs

If you have additional questions, you may contact our Customer Service Center at (202) 727- 4TAX (4829). For assistance with MyTax.DC.gov or account-related questions, please reach out to a representative from our e-Services Unit, Monday through Friday, at (202) 759-1946, between the hours of 8:15 a.m. to 5:30 p.m., or by email at e-services.otr@dc.gov.

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Real Property Tax Suite Now Available at MyTax.DC.gov

The Office of Tax and Revenue (OTR) announced today that the real property tax suite is now added to the list of tax types accessible at the online portal, MyTax.DC.gov. The addition of real property tax completes OTR’s five-phase modernization initiative for an integrated tax system. The portal has been updated with new features, and now includes individual income, business, and real property taxes and fees administered by OTR.

Chief Financial OfficerJeffrey DeWitt said, “We are one of the only jurisdictions in the United States with a fully integrated system. The state-of-the art technology, along with new customer service features and operational capabilities, are a substantial improvement for District taxpayers.”

Real Property Tax Features:

The addition of real property taxes will allow property owners to:

-View tax assessments for multiple years

-Review and pay property tax bills online with ease

-Apply for tax relief benefits to reduce tax liabilities

-Submit an appeal for both residential and commercial assessments

-Confidently manage payment transactions in a secure environment, and much more

“This is an exciting time for the Office of Tax and Revenue,” said Deputy Chief Financial Officer for Tax and Revenue Keith J. Richardson. “The addition of real property taxes is an example of OTR’s continued focus on improving customer service, transparency, communication, and technology in a single, unified system.”

MyTax Upgrade:

Additionally, the MyTax portal has a new and simple layout, which allows taxpayers to complete transactions easily and more efficiently. Taxpayers may also use the portal to manage and update their tax account information, view correspondence for all tax types, and send OTR secure messages.

Questions:

For assistance with MyTax.DC.gov  or account-related questions, please contact our e-Services Unit at (202) 759-1946 or email e-services.otr@dc.gov, 8:15 a.m. to 5:30 p.m., Monday through Friday.

Resources:

Tutorials

FAQs

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e-Services Unit Available to Assist with MyTax.DC.gov

Our e-Services Unit, a component of the Customer Service Administration, is responsible for addressing and resolving inquiries received via our tax portal, MyTax.DC.gov. Additionally, customer service representatives in this unit assist taxpayers in creating and managing their online accounts, navigating the portal, and resolving any tax-related issues.

Taxpayers can contact our customer service representatives in the e-Services Unit, Monday through Friday, from 8:15 a.m. to 5:30 p.m., by using the web message feature available in MyTax.DC.gov. They may also call (202) 759-1946 or send an email to e-services.otr@dc.gov.

OTR’s tax portal, MyTax.DC.gov offers many self-service options to taxpayers.

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Effective December 16 Real Property Tax Payments Can No Longer Be Made at Wells Fargo Bank Branches

Beginning December 16, 2020, District of Columbia real property tax payments can no longer be made at Wells Fargo Bank branches.

Payments can be remitted at our online portal, MyTax.DC.gov, or mailed, via US Postal Service, to:

Government of the District of Columbia

Office of Tax and Revenue

Real Property Tax Administration

PO Box 98095

Washington, DC 20090-8095

Should you have additional questions, please contact our Customer Service Center at (202) 727-4TAX (4829). For assistance with MyTax.DC.gov, please contact our e-Services Unit at (202) 759-1946 or via email at e-services.otr@dc.gov, 8:15 a.m. to 5:30 p.m., Monday through Friday.

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MyTax.DC.gov Will Be Unavailable From 5 pm Friday, December 4, Through 7 am Monday, December 7

We’re making improvements to MyTax.DC.gov! Beginning at 5 pm Friday, December 4 through 7 am Monday, December 7, MyTax.DC.gov will not be available.

During this time, you will not be able to complete any transactions. Services will resume at 7 am Monday, December 7.

Thank you for your patience during this brief interruption.

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Lunch and Learn Series: OTR’s Taxpayer Advocate To Host Interactive Discussion via Instagram Live Starting November 20

Beginning Friday, November 20, from noon – 12:30 p.m., the Office of Tax and Revenue’s Taxpayer Advocate will host a series of interactive discussions on OTR’s billing process.

Participants can expect to learn more about the following throughout the series:

  • November 20: Understanding your District of Columbia tax bill
  • December 4: Options for paying outstanding liabilities or if experiencing financial hardship
  • December 11: Tax financial check-up

The live stream will begin promptly at 12pm via OTR’s official Instagram page (@MyTaxDC).

We look forward to your participation!

Note: Personal tax account information will not be discussed at the event. For assistance in addressing a specific tax matter, please contact the Customer Service Center at (202) 727-4TAX (4829).

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OTR to Hold Its Annual Tax Practitioner’s Institute Workshop Virtually on January 12, 2021

The Office of Tax and Revenue (OTR) will hold its annual workshop for tax practitioners, virtually, on Tuesday, January 12, 2021, from 9 a.m. to 4 p.m.

The workshop will focus on what’s new for the upcoming filing season as well as tax law and form changes. The seminar is free, but preregistration is required.

Register here.

Note: A link to the workshop will be sent to the RSVP’s the week of the event.

We look forward to your participation on January 12, 2021!

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