Do You Owe District Taxes? Make Easy Payments Via MyTax.DC.gov.

As a reminder, tomorrow April 17 is the deadline to file the individual income tax return.  The Office of Tax and Revenue (OTR) reminds District 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 accounts. The “How to Request a Payment Agreement” tutorial is a helpful resource in setting up a payment agreement.

Quick Payment Options

Taxpayers can opt to pay their taxes without logging in to MyTax.DC.gov. The quick payment options by e-Check or credit/debit card are available on the homepage.

Contact OTR

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 e-services.otr@dc.gov.

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Need Tax Assistance as the Filing Deadline Nears? Contact Us Today!

The Office of Tax and Revenue (OTR) is here to help you meet your tax obligations. Should you have questions as your prepare your tax return or about your tax account, please call (202) 759-1946 or log in to MyTax.DC.gov and send us an e-message. You may also contact us as follows:

Email: e-services.otr@dc.gov
Main Customer Service: (202) 727-4TAX (4829); E-Services: (202) 759-1946;
Tax Practitioners Hotline: (202) 727-1435
Address: 1101 4th Street, SW, Suite 270, Washington, DC 20024
Newsletter: Subscribe today – https://mytaxdc.wordpress.com/
Twitter: @DC_OTR
Hours of Operation: Monday to Friday, 8:15 am to 5:30 pm, except holidays

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File Your DC Income Tax Return Using DCfreefile or DCfreefile Fillable Forms

With less than a week away from the April 17 individual income tax filing deadline, the Office of Tax and Revenue (OTR) reminds District residents of the electronic filing methods that OTR offers to file income tax returns.

DCfreefile 

OTR partnered with the Free File Alliance to offer taxpayers more options to e-file their income tax returns at no cost. For District taxpayers who made $66,000 or less in 2017, follow the steps outlined below to begin e-filing using DCfreefile.

  • Review the Internal Revenue Service’s (IRS) guide “How to get started” and gather the appropriate documents needed to file.
  • Check the qualifications on the DC freefile webpage for each software provider to ensure eligibility criteria is met to use that product for free.
  • Select the software product directly from the DCfreefile webpage once all criteria has been met.

DCfreefile Fillable Forms 

The DCfreefile fillable forms are online versions of the District’s D-40/D-40EZ resident return and schedules. The fillable form version looks similar to the paper returns including simple math calculations. Additionally, the fillable forms are free and there are no income or age restrictions to complete the DCfreefile fillable forms electronically.

Below highlight the steps District residents should follow when submitting their DCfreefile fillable forms.

  • Taxpayers will need this year’s completed federal tax return
  • Do the math using the provided calculation on the form
  • Either e-file, or print and mail the return to the Office of Tax and Revenue
  • A complete listing of what is and what is not supported can be found in the FAQs

As a reminder, OTR strongly recommends taxpayers and tax preparers file their tax returns electronically and select direct deposit for associated refunds. E-filing is faster, helps to minimize errors, and provides filers with an electronic filing acknowledgement.

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Individual Income Tax Filing Deadline is One Week Away – April 17

As the April 17 individual income tax filing deadline nears, the Office of Tax and Revenue  (OTR) reminds you of a few last minute tips to help you file your income tax return.

Income Tax Tips

  • Gather documents: Gather your W-2s, receipts, SSNs and forms, and store these documents in a secure place.
  • Organize documents: Categorizing bills, payments, and other receipts will be helpful for you and/or your tax preparer.
  • Set time aside to file taxes: Since the tax filing deadline is quickly approaching, it’s important to set time aside to go through your paperwork thoroughly to minimize errors on your tax return.
  • Choose e-file and direct deposit: Electronic filing and direct deposit are a winning combination this tax season. E-filing is faster and ensures less errors than mailing in returns. Direct deposit is only available when you e-file your tax return. Visit the District of Columbia’s Electronic Filing Options webpage to e-file your tax return via DCfreefile or DCfreefile fillable forms.
  • Refund Status: To check the status of your refund, visit OTR’s Tax portal, MyTax.DC.gov under “Where’s My Refund?” You will need your nine-digit SSN, tax year, and exact refund amount.
  • Online Payment Agreement: If you have an outstanding liability, you can apply for an online payment agreement by logging in to your MyTax.DC.gov account. The “How to Request a Payment Agreement” tutorial is a helpful resource in setting up an online payment agreement.
  • Quick Payment Options: You can also pay taxes due without logging in to MyTax.DC.gov. The quick payment options by e-Check or credit/debit card are available on the homepage.
  • Extensions: You can a file request on or before the April 17 due date. File an extension and pay a balance due online at MyTax.DC.gov.
  • Contact OTR: (202) 727-4TAX (4829); e-services.otr@dc.gov; via Twitter @DC_OTR

As a reminder, due to OTR’s enhanced security measures to combat identity theft and tax refund fraud, the processing times for tax returns and associate refunds could take up to 25 days.

For more individual income tax tips, please download the flyer below.

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OTR to Host Estate Tax Filing Webinar via MyTax.DC.gov on Thursday, April 19

The District of Columbia Office of Tax and Revenue (OTR) is hosting a webinar on filing Estate Tax Returns via MyTax.DC.gov on Thursday, April 19, from 2:30 p.m. to 3:30 p.m. ET. 

Effective May 2, OTR will implement a new online application and filing process for the estate tax return for decedents whose death occurred from January 1, 2016 and forward. Personal representatives responsible for administering the estate will be required to register for an account, file and submit payment via MyTax.DC.gov.

We greatly value your opinions and insights. There will be an opportunity to ask questions and give feedback.

>>>>Please register for the webinar via WebEx by clicking here<<<<<

 

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Security Summit Warns Tax Professionals to Stay Alert Against Re-Emerging Scam

As the April 17 tax filing season deadline nears, the Office of Tax and Revenue (OTR), the Internal Revenue Service (IRS), tax agencies from other states, and the tax industry warn tax professionals to be alert to taxpayer data theft.

The Security Summit partners urge taxpayers to enhance their data safeguards immediately. As stated by the IRS, in recent days, the “New Client” scam has re-emerged, signaling ongoing attempts by cybercriminals to target tax professionals with spear phishing schemes.  In this scam, a “new client” emails the tax pro about a tax issue, attaching documents to their email that they claim to be an IRS notice or prior-year tax information. The documents actually contain malware that, if opened, enable the criminals to steal taxpayer information.

Here is an example of an email from the “New Client” scam: “I just moved here from Michigan. I have an urgent Tax issue and I was hoping you could help,” the email begins. “I hope you are taking on new clients.” The email says one attachment is the IRS notice and the other attachment is the prospective client’s prior-year tax return. This scam has many variations. (See IR-2018-2, Security Summit Partners Warn Tax Pros of Heightened Fraud Activity as Filing Season Approaches.)

As a reminder, January through April is the prime season for cybercriminals to attack tax practitioners, however, data thefts can occur at any time.  It is critical for tax professionals to stay vigilant and enhance security measures to protect their data especially as the tax filing season deadline is approaching.

Some tax professionals may be unaware they are victims of data theft. Here are some signs:

  • Client e-filed returns begin to reject because returns with their Social Security numbers were already filed;
  • The number of returns filed with tax practitioner’s Electronic Filing Identification Number (EFIN) exceeds number of clients;
  • Clients who haven’t filed tax returns begin to receive authentication letters (5071C, 4883C, 5747C) from the IRS;
  • Network computers running slower than normal;
  • Computer cursors moving or changing numbers without touching the keyboard;
  • Network computers locking out tax practitioners.

The Security Summit partners, which include the IRS, state tax agencies and the nation’s tax community, remind tax professionals and taxpayers to never open a link or an attachment from a suspicious email. These scams can increase during the tax season.

Tax professionals can review additional tips to protect clients and themselves at the Security Summit’s awareness campaign, Protect Your Clients, Protect Yourself, on IRS.gov.

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Reminder: Tuesday, April 17 is the Individual Income Tax Filing Deadline

The Office of Tax and Revenue (OTR) reminds District residents that Tuesday, April 17 is the tax filing deadline for individual income tax returns. Residents who are unable to file their income tax returns by the deadline may apply for an extension by using the FR-127 Extension Voucher via OTR’s tax portal, MyTax.DC.gov. The FR-127 allows a six month extension to file an individual income tax return, however, it does not extend due date to pay an amount due to the District of Columbia.

With less than a month away from the filing deadline, below are a few reminders of services available:

Electronic Filing and Direct Deposit are a Winning Combination

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.

Online Payment Agreement

District 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.

 Quick Payment Options

Taxpayers can opt to pay their taxes without logging in to MyTax.DC.gov. The quick payment options by e-Check or credit/debit card are available on the homepage.

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