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CONSUMER
SERVICES HELPLINE
800-342-2762 |
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IRS WEB SITE,
WHERE'S MY REFUND, SEES INCREASED USE
The Internal Revenue Service released statistics today
showing that taxpayers’ use of IRS.gov, which includes features such as
Where’s My Refund is increasing. Use of the IRS website has increased 9
percent over this time last year to 83.3 million visits.
Where’s My Refund is the IRS
Internet-based service taxpayers can use to check on the status of their
federal income tax refunds. Nearly 21 million requests have been received
on Where’s My Refund this year, representing a growth of more than 3.9
million users compared to the same period last year.
“Where’s My Refund is easy to
use,” said IRS Commissioner Mark W. Everson. “It is the fastest way to check
on a refund. Taxpayers who file Form 1040EZ-T can also take advantage of
Where’s My Refund to find out about the telephone excise tax refund.”
Taxpayers can check their
refund status online anytime from anywhere. It is available 24 hours a day,
7 days a week, worldwide, only by visiting IRS.gov. Taxpayers can securely
access their personal refund information by entering their Social Security
number, filing status and the exact amount of their refund. These shared
secrets, known only to the taxpayer and IRS, verify the person is authorized
to access the account.
Taxpayers can check on the
status of their federal income tax refunds seven days after they e-filed
their return. If they file a paper return, they can check four to six weeks
after mailing their return.
For the first time this year,
taxpayers who chose direct deposit can split their refunds among as many as
three accounts held by up to three different U.S. financial institutions.
Split refunds offer taxpayers the opportunity to manage their money by
sending part of their refund to one account for immediate needs and another
part to a savings or investment account. The average refund at this point,
which typically declines between now and the end of the filing season, is
more than $2,800.
Where’s My Refund will include
a message confirming the refund was split and the expected deposit date. It
will not specify the amount of individual deposits or the accounts to which
the deposits were made.
Taxpayers can use Where’s My
Refund to verify when their refunds are scheduled for direct deposits or
mailing, initiate a trace on lost or missing refund checks, and/or notify
IRS of address changes in case of undeliverable refund checks.
The IRS reminds taxpayers they
can avoid undelivered refund checks by having their refund checks deposited
into a personal checking or savings account. Direct deposit also guards
against theft and lost refund checks. Direct deposit is available for both
paper and electronically filed returns.
Compared to this time last
year, there is a 5.6 percent increase in the number of taxpayers who have
chosen direct deposit for their refund. So far, refunds total about $110
billion, a 9 percent increase over last year.
The IRS also reports a
substantial increase in the number of taxpayers who are preparing their
returns and filing online.
The table below shows an 8
percent increase in self-prepared online filing over the same period last
year. Tax professional e-file also has increased by close to 4 percent over
last year. Overall, e-filed returns are up nearly 5 percent, with about
45.5 million taxpayers e-filing their return.
In addition, this year’s
filings show about three in 10 tax returns are not requesting the one-time
telephone tax refund. The standard amount ranges from $30 to $60 and is
based on the number of exemptions a taxpayer is eligible to claim on their
return. Although some of these taxpayers may not be eligible, others may
qualify and not know it. The IRS urges taxpayers to check their eligibility
for this special refund by visiting the Telephone Excise Tax Refund section
on IRS.gov. Taxpayers who are not required to file a return can request the
Telephone Excise Tax Refund by filing the 1040-EZT.
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2007 FILING SEASON
STATISTICS |
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Cumulative through the weeks ending
3/10/06 and 3/9/07 |
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Individual Income Tax Returns |
2006 |
2007 |
% Change |
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Total Receipts |
60,657,000 |
61,123,000 |
0.8% |
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Total Processed |
56,028,000 |
56,974,000 |
1.7% |
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E-filing Receipts: |
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TOTAL |
43,356,000 |
45,498,000 |
4.9% |
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Tax Professionals |
31,010,000 |
32,156,000 |
3.7% |
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Self-prepared |
12,346,000 |
13,342,000 |
8.1% |
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Web Usage: |
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Visits to IRS.gov |
76,449,000 |
83,365,000 |
9.0% |
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Total Refunds: |
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Number |
50,656,000 |
50,515,000 |
-0.3% |
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Amount |
$122.752 |
Billion |
$128.736 |
Billion |
4.9% |
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Average refund |
$2,423 |
$2,548 |
5.2% |
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Direct Deposit Refunds: |
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Number |
37,031,000 |
39,088,000 |
5.6% |
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Amount |
$101.009 |
Billion |
$110.090 |
Billion |
9.0% |
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Average refund |
$2,728 |
$2,816 |
3.3% |
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FREE FILE AVAILABLE FOR REQUESTING
TELEPHONE TAX REFUND
Service Includes People Who Do Not Need to File a Tax Return
The Internal Revenue Service reminds
telephone customers who do not normally file tax returns that they can use
Free File to request the telephone excise tax refund. This group includes
low-income people, many of them senior citizens. IRS's Free File is the
easiest and quickest way to request the refund, which, if directly
deposited, could arrive in the taxpayer's bank account in two weeks or less.
“This program provides the option for most
people to do their taxes electronically and for free," said IRS Commissioner
Mark W. Everson. "Free File is a great choice for people who don’t normally
need to file a tax return but who are entitled to this special telephone
excise tax refund.”
The refund covers the 3-percent tax paid on
long-distance and bundled service billed after Feb. 28, 2003, and before
Aug. 1, 2006.
Federal long-distance excise taxes paid on
land line, cell phone, fax and Internet phone service qualify for the
refund. This includes bundled service — local and long-distance service
provided under a plan that does not separately list the charge for local
service. Bundled service includes, for example, phone plans that provide
both local and long-distance service for either a flat monthly fee or a
charge that varies with the time for which the service is used. CONTINUED
The tax no longer applies to these kinds of
service, though it continues to apply to local-only phone service.
Telephone customers have two choices for requesting the refund. They may:
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Use the actual amount of tax paid, as shown on phone bills and
other records; or
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Use a standard amount. This amount ranges from $30 to $60,
based on the number of personal exemptions the customer is eligible to
claim.
Both choices are available through IRS Free
File. Just go to IRS.gov, click "2007 Free File" and follow the directions.
Three Free File Alliance members are providing free access to Form 1040EZ-T
to request the standard amount. Some Alliance members are also offering free
access to Form 8913 to request the actual amount.
Free File is a program run by the IRS and the
Free File Alliance, a consortium of tax preparation software companies.
Seventy percent of the nation’s taxpayers — those with an adjusted gross
income of $52,000 or less — are eligible for Free File. Each company sets
its own criteria for who can use the service.
The program is available only through IRS.gov.
Alternatively, low-income telephone customers
who prefer having someone else prepare their refund request can get free
help by visiting one of more than 12,000 neighborhood tax-assistance sites
nationwide. Trained community volunteers fill out telephone tax refund
requests and basic income-tax returns for low-income people and senior
citizens. To locate the nearest volunteer tax-help site, call AARP at
1-888-227-7669 or the IRS at 1-800-829-1040.
Free File users who forgot to request the
telephone excise tax refund can file an amended return using Form 1040X. To
avoid delaying a refund request, the IRS recommends that Free File
users wait until three weeks after they filed their original return before
sending in Form 1040X. This form cannot be e-filed; it must be filed by
paper. Form 1040X can be downloaded from IRS.gov.
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