Do you owe the District? Making a payment is easy on MyTax.DC.gov.

As today is the filing deadline, the Office of Tax and Revenue (OTR) would like to remind District taxpayers of the quick payment options available to pay any amount owed from their taxes.

OTR’s web tax portal, MyTax.DC.gov provides the convenience of making tax payments without having users log into the system. On the bottom of MyTax.DC.gov homepage, look for the ‘QUICK PAYMENTS’ option to pay by e-check or credit/debit card.

For step-by-step instructions on how to make a quick payment, click here to access the MyTax.DC.gov Quick Payment Guide.

For questions please contact OTR’s Customer Service Administration.

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Today – April 18 – is the Individual Income Tax Filing Deadline

As a final reminder, today, April 18 is the tax filing deadline. The Office of Tax and Revenue (OTR) reminds District residents who are unable to file their individual income tax returns by today’s deadline may apply for an extension by using the FR-127 Extension Voucher via MyTax.DC.gov. The FR-127 will allow a six month extension to file an individual income tax return, however, it does not extend a due date to pay an amount due to the District of Columbia.

For District residents who plan to file their tax returns by today’s deadline below are the services available:

E-Filing Tax Returns Recommended

E-filing is faster, minimizes errors, and provides filers with an electronic filing acknowledgement.

OTR offers the following electronic filing methods:

  • Free File: A service that allows taxpayers to choose from a number of free tax prep software options
  • Fillable Form: An online version of the D-40/D-40EZ form and schedules that allows taxpayers to fill in their tax information, e-sign, and e-file their return.

Click here to begin e-filing the District of Columbia individual income tax return.

Free Tax Prep Assistance

Customer service specialists will prepare District of Columbia individual income tax returns for free today at the Customer Service Walk-in Center located at 1101 4th Street, SW, Suite W270 Washington, DC 20024 from 8:15 a.m. to 5:30 p.m. No appointment necessary.

Please bring copies of the following:

  • Completed federal tax return
  • Applicable schedules
  • W-2s or statements showing DC withholdings

Quick Payment Options

For taxpayers who owe the District, OTR’s web tax portal, MyTax.DC.gov provides the convenience of making tax payments without having users log into the system. On the bottom of MyTax.DC.gov homepage, look for the ‘QUICK PAYMENTS’ option to pay by e-check or credit/debit card.

Posted in Filing Season, MyTax.DC.gov | Leave a comment

Avoid these Errors on Your Individual Income Tax Return

Here are some of the more common yet easily avoidable mistakes to avoid when filing your District individual income tax return.

  • Failure to complete the tax return
  • Failure to enter your complete and/or correct Social Security number
  • Failure to double check math calculations
  • Failure to select the correct filing status or not selecting a filing status (e.g. single, married)
  • Failure to clearly print your name, current address, including zip code directly on the tax return
  • Failure to enter on the form Schedule S (Supplemental Information and Dependents Return) your dependent(s)’ information – name, Social Security number, date of birth, and relationship to you
  • Failure to sign and date the tax return. Both signatures are required when filing jointly
  • Failure to staple required items to your tax return. Staple the following items to your tax return in the order and location shown in the D-40 instructions:
    • Any Form 1009 showing DC Withholdings
    • Form 1099 R – Distribution from Pension, Annuities, Retirement, etc.
    • Form W-2 – Wage and Tax Statement
  • Make sure that you receive written confirmation from the tax preparer that your electronically filed DC return was accepted
  • Failure to include on your tax payment your Social Security number, the tax year and the number of the form you are filing
  • Failure to prorate correctly or failure to subtract the income received during the period of non- residence

Deductions:

  • Failure to take same type deduction (itemized or standard) on your District tax return as that taken on your Federal tax return
  • Selecting the standard deduction when itemizing
  • Entering the incorrect number of exemptions
  • Not attaching form Schedule S (Supplemental Information and Dependents Return)

DC tax credits and payments:

  • Computing the tax $100,000 or over incorrectly
  • Failure to attach a completed Calculation J (Tax computation for married or registered domestic partners filing separately on the same DC return)
  • Childcare credit amounts computed incorrectly
  • Failure to attach a Form Schedule U (Additional Miscellaneous Credits and Contributions)
  • Low income and Earned Income Tax Credits (EITC) selected together
  • Taxpayers can only claim 40% of the federal EITC

DC withholding:

  • W-2s and 1099s not attached or filing without all of the W-2s and 1099s

Estimated tax:

  • Claimed but not paid or paid to the IRS
  • Refund issued because the overpayment was not designated as a carry forward

Extension payment:

  • Overstated or not made at all

Amended return:

  • Failure to check as an amended return (OTR’s system enters as a duplicated return)

Head of household:

  • Head of household claimed without dependents or a qualifying child
  • All supporting documents should be attached when submitting the tax return

Homeowner and Renter Property Tax Credit Return

If you file a DC Schedule H (Homeowner and Renter Property Tax Credit Return) to claim a property tax credit:

  • Include the square, suffix and lot numbers if you own the real property for which you are claiming the credit;
  • Include your landlord’s name, address and telephone number and the dollar amount of your rent for the year if claiming the credit based on rent paid; and
  • Report the federal Adjusted Gross Income (AGI) of the members of your tax filing unit

Do not file a DC Schedule H to claim the property tax credit if you lived in public or subsidized housing during the year.

Reminder: You can check the status of your refund via OTR’s tax portal, MyTax.DC.gov by using the “Where’s My Refund” tool on the homepage. This feature is available 24/7 and will provide an instant update on refund statuses.

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A Video Message from OTR’s Deputy Chief Financial Officer – Tax Filing Deadline April 18

Message from Keith Richardson, Deputy Chief Financial Officer

Hi, I am Keith Richardson, Deputy Chief Financial Officer with the Office of Tax and Revenue and I want to remind you, the residents of the District of Columbia, that a week from today – on Tuesday, April 18 – is the deadline to file your individual income tax returns.

As the filing deadline nears, I recommend that you file your returns electronically because it’s faster, helps minimize errors, and provides you with an electronic filing acknowledgement.

Lastly, you can check the status of your refund or pay any amount due to the District by visiting MyTax.DC.gov. This portal is available 24/7. Thank you.

Posted in Filing Season, MyTax.DC.gov | Leave a comment

Do You Qualify for the DC Earned Income Tax Credit?

With eight days left until the April 18 deadline to file the District of Columbia individual income tax return, the Office of Tax and Revenue (OTR) reminds District residents of the DC EITC (Earned Income Tax Credit).

According to the DC EITC Campaign, approximately 50,000 District residents claim the federal EITC each year, channeling more than $90 million in federal funds into the local community. Additionally, approximately, 43,600 of these taxpayers claim another $30 million through DC EITC refunds. However, the DC Fiscal Policy Institute estimates that there are still approximately 7,000-11,000 District residents who are eligible to claim the EITC, but may not be claiming the federal or local credit. Additionally, 3,600 District residents claim the federal EITC, but not the DC EITC. Many District residents become eligible to claim the EITC each year due to changes in income, marital status, and household members.

By claiming the federal EITC, District taxpayers can claim up to 40 percent of the DC EITC. To find out more information about the DC EITC, the CAAB (Capital Area Asset Builders) in collaboration with Community Tax Aid (CTA), and the Central American Resources Center (CARECEN) educate taxpayers about the EITC through the DC EITC Campaign. Visit the DC EITC Campaign’s website at www.dceitc.org to learn specifics on qualifying for the DC EITC, as well as information on other financial workshops, and tax assistance.

Posted in DC EITC, Filing Season | Leave a comment

Individual Income Tax Filing Deadline Two Weeks Away – April 18

The Office of Tax and Revenue (OTR) reminds District residents that the deadline to file their individual income tax returns is two weeks away and of the services available to file their returns.

Tax Forms and Free Tax Prep Assistance

As a reminder, a number of tax forms, instructions, and other related materials are available online via OTR’s website.  Tax forms and booklets can also be picked at the Customer Service Walk-in Center located at 1101 4th Street, SW, Suite W270 Washington, DC 20024 from 8:15 a.m. to 5:30 p.m., Monday through Friday. Additionally, for this tax filing season, customer service specialists will prepare District of Columbia individual income tax returns for free at the Customer Service Walk-in Center. No appointment necessary.

Please bring copies of the following:

  • Completed federal tax return
  • Applicable schedules
  • W-2s or statements showing DC withholdings

E-Filing Tax Returns Recommended

OTR strongly recommends that taxpayers and tax preparers file their District of Columbia tax returns electronically. E-filing is faster, helps to minimize errors, and provides filers with an electronic filing acknowledgement.

OTR offers the following electronic filing methods:

  • Free File: A service that allows taxpayers to choose from a number of free tax prep software options
  • Fillable Form: An online version of the D-40/D-40EZ form and schedules that allows taxpayers to fill in their tax information, e-sign, and e-file their return.

Click here to begin e-filing the District of Columbia individual income tax return before the April 18 filing deadline.

Check Refund Status

Taxpayers can check the status of their refund via OTR’s tax portal, MyTax.DC.gov by using the “Where’s My Refund” tool on the homepage. This feature is available 24/7 and will provide an instant update on refund statuses.

Posted in Filing Season, MyTax.DC.gov | Leave a comment

Deadline to File 2018 Real Property Tax Assessment Appeal Is Monday, April 3

With less than one week remaining, the Office of Tax and Revenue (OTR) reminds District property owners who believe their proposed 2018 assessments do not reflect market value that the deadline to file an appeal is Monday, April 3, 2017.

District Block

Photo by Ted Eytan

The appeal process allows property owners to dispute the real property assessment determined by OTR’s Real Property Assessment Administration. Each property owner must begin at the first level of appeal before moving to the next level. Learn more about the process and find answers to commonly asked questions on OTR’s Real Property Assessments and Appeals FAQS.

This year, property owners can either appeal their assessment online or download the form and submit to the Office of Tax and Revenue:

Government of the District of Columbia
Real Property Tax Administration
Attn: Appeals Section
PO Box 71440
Washington, DC 20024
Fax: (202) 442-6796

For additional assistance, taxpayers may call (202) 727-4TAX (4829) or visit OTR’s Customer Service Walk-in Center between the hours of 8:15 am and 5:30 pm, Monday through Friday.

Posted in Press Release, Tax Forms | Leave a comment