DC Office of Tax and Revenue Reopens Walk-In Center and Recorder of Deeds Office for In-Person Services on October 4

Online services remain available at MyTax.DC.gov and is the most convenient and effective way to complete tax transactions.

(Washington, DC) – Today, Deputy Chief Financial Officer Keith J. Richardson announced that the DC Office of Tax and Revenue (OTR) will reopen its Walk-In Center and Recorder of Deeds (ROD) office for in-person services, located at 1101 4th Street, SW, on Monday, October 4.

Appointments are preferred; however, walk-in service will be available on a first-come, first-serve basis, Monday through Friday, from 9am to 4pm. Taxpayers can schedule an appointment by visiting https://appt.cfo.dc.gov/qmaticwebbooking/index.html#/.


Online Services at MyTax.DC.gov:

OTR continues to offer most services online at MyTax.DC.gov for individual income, business, and real property taxes, such as:

  • Requesting a Certificate of Clean Hands
  • Registering a business
  • Filing tax returns and remitting payments
  • Providing documentation requested for refunds
  • Obtaining copies of tax bills and notices
  • Recording instruments and collecting recordation fees and taxes (ROD)
  • Obtaining copies of recorded documents (ROD)

Taxpayers are reminded that OTR no longer prepares District of Columbia individual income tax returns at its Walk-In Center. 

Only taxpayers obtaining service will be allowed into the service centers (limited exceptions for disabled customers). A facial covering/mask must be worn prior to entry and at all times during the appointment. A valid government issued ID must also be presented.

Public computers within the service centers will not be available for use at this time.

Taxpayers who may have technical questions about the appointment calendar can call OTR’s call center at (202) 727-4TAX (4829) or the Collections Unit at (202) 724-5045.

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DC Office of Tax and Revenue to Hold Its 2021 Real Property Tax Sale on October 13th and 14th

The Tax Sale will consist of Vacant (Class 3) and Blighted (Class 4) Properties Only

(Washington, DC) – The District of Columbia Office of Tax and Revenue (OTR) announced today that it will hold its public Tax Sale beginning October 13th at its offices at 1101 4th Street, SW, 2nd Floor, Washington, DC 20024. This year’s Tax Sale will consist of Vacant (Class 3) and Blighted (Class 4) real properties only.

A list of the properties by parcel, square, suffix, and lot number, with the name of the owner of record and the unpaid tax amount, will be available on OTR’s website, as well as The Washington Times and Washington Informer on October 6th and October 7th, respectively.

Online Seminars:

OTR will conduct two online seminars, via WebEx, to explain the Tax Sale procedures to prospective bidders. The seminars will be conducted as follows:

  • Friday, October 8th: 9:30 am to 12 pm and 1:30 pm to 4 pm

Mandatory registration for the online seminars will be held September 23rd through October 6th and can be completed by:

  1. Visiting MyTax.DC.gov
  2. Clicking “Real Property” then “View More Options”
  3. Clicking “Tax Sale Registration” then “Register For A Tax Sale Seminar”

Note: The WebEx invitation link will be sent to registered participants at the email provided at the time of registration a day prior to the scheduled Tax Sale. A person with a communication impairment requiring an interpreter for the Sale shall notify OTR of the need for an interpreter no later than October 1, 2021.

Tax Sale Registration:

Registration for the Tax Sale is mandatory and begins October 4th and continues until the final day of the sale. A $200 Tax Sale fee will be added to each property at the time of the sale. Purchasers are also required to complete Form FR-500, Combined Business Tax Registration Application, prior to registering. The form is available at OTR’s portal, MyTax.DC.gov.

OTR has mailed a Notice of Delinquency to advise applicable property owners of the Tax Sale. The notice can also be viewed by visiting MyTax.DC.gov under the “Billing History” section. A comprehensive list of tax sale notices can be also viewed here.

For more information on the Tax Sale process, please call (202) 727-4TAX (4829).

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Request a Certificate of Clean Hands at MyTax.DC.gov

Obtaining a Certificate of Clean Hands from the Office of Tax and Revenue is a simple process by visiting MyTax.DC.gov on your computer or smart phone.

For additional information, please contact OTR’s Compliance Administration, Collections Division at (202) 724-5045 or email CleanHands.cert@dc.gov.

For technical support, contact OTR’s E-Services unit at (202) 759-1946. If you are logged into your MyTax account, you can send a webmail message to e-Services directly from the portal.

Resources:

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MyTax.DC.gov Allows District Homeowners To Complete Their Real Property Tax Transactions Simpler, Faster and Safer Than Ever

OTR reminds property owners to utilize the MyTax.DC.gov portal to complete their real property tax transactions – it’s simpler, faster, and safer.

With the MyTax.DC.gov portal, property owners can:

-Review and pay property tax bills online with ease

-Apply for tax relief benefits to reduce tax liabilities

-View tax assessments for multiple years

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

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:

Not quite sure how to utilize MyTax.DC.gov? Tutorials and FAQs are available to help.

Tutorials

FAQs

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Are You Aware of the Homestead Deduction and Senior Citizen or Disabled Tax Relief Benefits?

Last week, OTR began mailing real property tax bills for the 2021 second half tax year to District property owners. OTR included information about the Homestead Deduction and Senior Citizen or Disabled Tax Relief benefits with the tax bills such as: How to apply for the benefits, how to notify OTR if your property becomes ineligible for the benefits, and how to file an application for the ASD-100 and ASD-105.

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.

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Summer Lunch and Learn Series: OTR’s Taxpayer Advocate To Host A Series Of Discussions via Instagram Live Starting July 23

Beginning Friday, July 23, from noon – 12:30 p.m., the Office of Tax and Revenue’s taxpayer advocate, Elena Fowlkes, will host a series of interactive discussions on how to navigate and complete your tax transactions more effectively. 

Participants will learn more about the following topics throughout the series:

  • July 23: Navigating MyTax.DC.gov
  • July 30: Completing the return verification process
  • August 13: Responding to a non-filer’s notice
  • August 27: Getting answers on the most frequently asked questions

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

We look forward to your participation!

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OTR TAX NOTICE 2021–07/Federal Unemployment Compensation Exclusion Amended Returns

On April 15, 2021, the Office of Tax and Revenue (“OTR”) issued Tax Notice 2021-06, which explained the effect on District taxpayers of the unemployment compensation exclusion in the American Rescue Plan Act (P.L. 117-2). In that notice, OTR stated that because federal adjusted gross income (“federal AGI”) is the starting point for calculating District tax liability, the federal exclusion for unemployment compensation should be reflected on a taxpayer’s District individual tax return (“Form D-40”).

Furthermore, OTR advised taxpayers who had filed a District return prior to the enactment of the American Rescue Plan Act to defer filing an amended return at that time until OTR issued additional guidance.

OTR is now advising taxpayers, who filed an original 2020 District tax return without reporting the unemployment exclusion, to file an amended return with OTR. To learn more, please visit https://otr.cfo.dc.gov/release/otr-tax-notice-2021-07-federal-unemployment-compensation-exclusion-amended-returns.

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District Treatment of Federal Unemployment Compensation Exclusion

For federal tax purposes, if your modified adjusted gross income (AGI) is less than $150,000, the American Rescue Plan Act (P.L. 117-2) enacted on March 11, 2021, excludes from income up to $10,200 of unemployment compensation paid in 2020, which means you do not have to pay tax on unemployment compensation up to $10,200.

If you are married, each spouse receiving unemployment compensation does not have to pay tax on unemployment compensation up to $10,200. Taxpayers filing a joint return are eligible for the exclusion only if their combined AGI is less than $150,000. Amounts over $10,200 for each individual are still taxable.

If your modified AGI is $150,000 or more, you cannot exclude any unemployment compensation from gross income. As the exclusion took effect after some qualifying taxpayers already filed their 2020 returns, the IRS has announced it will automatically adjust affected returns to account for the exclusion. The IRS has advised that there is no need for taxpayers to file an amended federal return, unless the calculations make the taxpayer newly eligible for additional federal credits and deductions not already included in the return.

As the federal AGI is the starting point for calculating District tax liability, the federal exclusion for unemployment compensation paid in 2020 provided under the American Rescue Plan Act will also be reflected on District individual tax returns.

What steps do District taxpayers need to take to claim the federal unemployment compensation exclusion for District income tax purposes?

  • If you have not yet filed your District return. After filing your federal return, file your District return using the federal AGI you reported on your federal return. Any unemployment compensation exclusion that you reported on your federal return will be reflected in your federal AGI and taken into account in calculating your District income tax. The District of Columbia has extended the deadline to file and pay all income tax returns until May 17, 2021. See OTR Tax Notice 2021-02: COVID-19 Emergency Income and Franchise Tax Extension.
  • If you have filed your District return. If you have already filed your District return, please do not file an amended District return at this time. The Office of Tax and Revenue is waiting for more guidance from the IRS on how these re-calculations will be reported to taxpayers and state taxing agencies. The Office of Tax and Revenue will issue additional guidance as soon as more information becomes available.

You should consult with a tax professional or visit MyTax.DC.gov for information on available credits and if the exclusion of unemployment compensation qualifies you for any credit under District tax law. If so, please do not file an amended District return at this time. The Office of Tax and Revenue will issue additional guidance as soon as more information becomes available.

For additional information, please contact the Office of Tax and Revenue ’s Customer Service Center at 202-727-4829.

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Reminder: Small Businesses May Qualify for A Small Retailer Property Tax Relief Credit

The Office of Tax and Revenue (OTR) recognizes the many hardships that businesses are currently facing and would like to remind business owners of the tax relief programs available such as the Small Retailer Property Tax Relief Credit.

What is the Small Retailer Property Tax Credit?

The Small Retailer Property Tax Relief Credit (SR Credit) is a refundable franchise tax credit that is available to qualified businesses based on either the amount of real property taxes or a percentage of rent paid on a qualified retail location.

The amount of the SR Credit is the lesser of $5,000 or (a) the real property taxes paid by the qualified business or (b) 10% of the rent or paid by the qualified business.

Who Qualifies for a SR Credit?

A qualified business can either be a corporation or an unincorporated business. The federal gross receipts of the qualified business cannot exceed $2.5 million per year. The qualified business must be engaged in making sales at retail, must have a sales tax account with the Office of Tax and Revenue (OTR) and must file District sales tax returns reflecting its retail sales. The qualified business also must be current on all District tax filings and payments for all tax types.

How Can I Claim the SR Credit?                                                                                                                                           Your business may claim the SR Credit by completing the Small Retailer Property Tax Relief Credit (Schedule SR) and filing with either your Corporation Business Franchise Tax Return (D-20) or Unincorporated Business Franchise Tax Return (D-30).

When Can My Business Claim the SR Credit?

Businesses that are eligible for the SR Credit can claim it on either their Corporation Business Franchise Tax Return (D-20) or Unincorporated Business Franchise Tax Return (D-30).

Where Can Get More Information About the SR Credit?

Click here for more information.

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Important Real Property Tax Filing Deadline Extensions

To assist property owners impacted by the COVID-19 pandemic, the Office of Tax and Revenue (OTR) is extending the deadline for property owners who wish to appeal their TY 2022 real property tax assessment, file an Exempt Property Annual Use report, as well as file an Income & Expense (I&E) report as follows:

ProcessExtended Deadline
First Level Assessment Appeals (TY 2022)April 15, 2021
Exempt Property Annual Use ReportMay 3, 2021
Income and Expense ReportMay 17, 2021

All filers must submit their real property tax forms electronically at MyTax.DC.gov.

Please note that the real property tax payment deadline will remain March 31, 2021.

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

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