District of Columbia Tax Filing Season to Begin on January 27

(Washington, DC) – The District of Columbia Office of Tax and Revenue (OTR) announced today that it is following the lead of the Internal Revenue Service (IRS) and will begin to process tax year 2019 individual income tax returns, filed electronically or by paper submission, on Monday, January 27.

“We are looking forward to a successful filing season,”said Deputy Chief Financial Officer for the Office of Tax and Revenue Keith J. Richardson. “We strongly encourage tax preparers and taxpayers to file their returns electronically. E-filing is faster, safer and results in few errors.”

To enhance efforts to safeguard District tax dollars and combat identity theft, OTR is retiring the identity confirmation process via Lexis Nexis and is moving to an online Fraud Detection Service. This new process will require taxpayers selected for identity verification to complete the verification quiz via the online portal, MyTax.DC.gov. These measures 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.

To learn more about the tax changes that will take effect this filing season, visit: https://otr.cfo.dc.gov/release/learn-about-tax-year-2020-filing-season-changes.

For additional information or tax assistance, visit MyTax.DC.gov or call 202-727-4829.

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Important Information about Form D-40EZ.

OTR_D40EZ retirement form_123019Beginning with tax year 2019, Form D-40EZ will no longer be available for use. Taxpayers must instead use form D-40 to file their District tax return.

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REMINDER: Individual Responsibility Requirement

A new District of Columbia law requires all residents to have qualifying health coverage beginning in 2019, get an exemption, or pay a shared responsibility payment on their DC income tax return (Form D-40), due on April 15, 2020 (October 15 if an extension of time is filed). For residents (and/or their dependents) who are without coverage for a full year, the penalty for 2019 is: $695 for each adult and $347.50 for each child, up to $2,085 per family or 2.5 percent of, the taxpayer’s federal adjusted gross income less the applicable standard deduction amount that corresponds to the taxpayer’s filing status claimed on their DC income tax return (D-40), whichever is greater, and capped by the applicable average premium for a bronze level health plan available through DC Health Link.

Residents who do not have qualifying health coverage for the full year will be required to complete Schedule HSR and file it with their DC income tax return to either claim an exemption or to calculate their shared responsibility payment.

For more details about the shared responsibility payment or exemptions from the penalty visit: dchealthlink.com/individual-responsibility-requirement.

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Update: Fraud Detection Service

To enhance our efforts to safeguard District tax dollars and combat identity theft, the Office of Tax and Revenue (OTR) is retiring the identity confirmation process via LexisNexus and is moving to an online Fraud Detection Service (FDS). This new process will require taxpayers who are selected for identity verification to complete an online verification quiz via OTR’s portal, MyTax.DC.gov.

Taxpayers who have received a Notice of Identity Confirmation with a date prior to December 16, 2019, and have not confirmed their identity, must contact the Return Integrity Unit at (202) 741-8629.

Additional information will be updated to OTR’s website.

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Consumer Use Tax (FR-329) Coming to MyTax.DC.gov; Effective Nov. 20

The Office of Tax and Revenue (OTR) is making changes to its consumer use tax filing process. Effective November 20, taxpayers will be required to file the Consumer Use Tax on Purchases and Rentals (FR-329) tax return and remit payment through OTR’s online tax portal, MyTax.DC.gov, for tax years 2017 and 2018. The filing for tax year 2019 is due April 15, 2020.

Consumer Use Tax on Purchases and Rentals

Who Must File: Individuals should file form FR-329 if during a tax year they paid a total of more than $400 for merchandise, services, or rentals on which they did not pay sales tax. Some examples of purchases where an individual may not have paid sales tax include purchases made in person, online, through a catalog, or for merchandise shipped to DC that was purchased or rented outside of the District.

Examples of eligible merchandise includes, but is not limited to the following:

  • Furniture
  • Clothing
  • Shoes
  • Jewelry
  • Perfume
  • Cosmetics
  • Computer Hardware and Software
  • Appliances
  • Electronic Equipment
  • Cameras
  • Antiques
  • Art
  • Sporting Goods
  • Rare Coins
  • Soft Drinks
  • Catered Food or Drinks
  • Alcoholic Beverages Consumed Off-Premises
  • Rental Vehicles

Filing Frequency: Annually

Due Date: April 15

NOTE: Do not file Form FR-329 for a business.

MyTax.DC.gov

With MyTax.DC.gov, taxpayers will be able to submit returns, schedule and make payments, view account information, transaction history, set-up payment plans, and much more.

Have questions?

Please call OTR’s e-Services Unit at (202) 759-1946, email e-services.otr@dc.gov, or visit OTR’s Walk-In Center at 1101 4th Street, SW, Suite W270, 8:15 a.m. to 5:30 p.m. Monday through Friday.

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OTR’s Annual Tax Practitioner Institute to Be Held January 9, 2020

The Office of Tax and Revenue (OTR) will hold its annual workshop for tax practitioners on Thursday, January 9, 2020, from 8:30 am to 4:30 pm, at 1101 4th Street, SW, Suite 250, Washington, DC 20024. The one-day workshop will focus on what’s new for the upcoming filing season, and updates on a number of tax law and form changes.

The seminar is free, but preregistration is required. To register, please click here.

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Deadline is October 15 for individual income tax returns on extension

REMINDER: District of Columbia individual income tax returns for tax year 2018 that are on extension must be e-filed or postmarked on or before Tuesday (October 15).

DC Freefile opportunities: https://otr.cfo.dc.gov/page/dc-freefile-opportunities.

 

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