Information For...

For you and your family
Individuals abroad and more
EINs and other information

Filing For Individuals

Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Single and Joint Filers With No Dependents
Employee's Withholding Allowance Certificate

 

Request for Transcript of Tax Returns
Employer's Quarterly Federal Tax Return
Installment Agreement Request
Wage and Tax Statement

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

YouTube video text script - Refund: Claim It or Lose It

HI… I’M LOURDES… AND I WORK FOR THE INTERNAL REVENUE SERVICE.
    
EACH YEAR. . . MILLIONS OF TAXPAYERS MISS OUT ON GETTING MONEY.
    
IN MANY CASES, IT’S SEVERAL HUNDRED DOLLARS.
    
WHY?
    
BECAUSE THEY WERE DUE A REFUND . . . BUT THEY DIDN’T FILE A TAX RETURN . . . AND THE TIME TO CLAIM THEIR REFUND RAN OUT.
    
IF YOU DON’T FILE A RETURN CLAIMING A REFUND WITHIN THREE YEARS . . . YOU LOSE IT.
    
AND THE MONEY BECOMES THE PROPERTY OF THE U-S TREASURY.
    
THAT’S THREE YEARS FROM THE ORIGINAL DUE DATE. . . USUALLY APRIL 15TH.
    
NOW. . . YOU MUST FILE A TAX RETURN IF YOUR INCOME IS ABOVE A CERTAIN AMOUNT.
    
THE AMOUNT VARIES DEPENDING ON YOUR FILING STATUS. . . AGE . . . AND THE TYPE OF INCOME YOU RECEIVE.
    
YOU MAY CHOOSE NOT TO FILE IF YOU DON’T HAVE TO.
    
BUT . . . IF YOU HAD EVEN A SMALL AMOUNT OF INCOME. . . YOU MAY BE DUE A REFUND. . . ESPECIALLY IF YOU HAD FEDERAL TAXES WITHHELD FROM YOUR PAY.
    
PLUS . . . YOU MAY BE ELIGIBLE FOR TAX BENEFITS LIKE THE EARNED INCOME TAX CREDIT. . . WHICH COULD BE A FEW THOUSAND DOLLARS.
    
LISTEN . . . THE ONLY WAY TO CLAIM THIS MONEY IS TO FILE A FEDERAL INCOME TAX RETURN.
    
START BY VISITING I-R-S DOT GOV SLASH FORMS TO GET PRIOR YEAR AND CURRENT TAX FORMS AND INSTRUCTIONS.
     
OR . . . YOU CAN CONTACT A LOCAL VOLUNTEER INCOME TAX ASSISTANCE OR TAX COUNSELING FOR THE ELDERLY SITE NEAR YOU.
    
IN MANY CASES. . . THESE VITA AND T-C-E SITES. . . STAFFED BY I-R-S-TRAINED VOLUNTEERS. . . MAY BE ABLE TO HELP YOU PREPARE AND FILE YOUR PRIOR YEAR TAX RETURNS. . . GET YOU UP-TO-DATE . . . AND GET ANY REFUNDS YOU’RE OWED.
    
FOR MORE INFORMATION ON VITA AND T-C-E. . . VISIT I-R-S DOT GOV SLASH VITA.
    
AND REMEMBER THE BOTTOM LINE.
    
IT’S YOUR MONEY. . . BUT YOU HAVE TO FILE A TAX RETURN TO CLAIM IT. . . AND YOU ONLY HAVE THREE YEARS.
    
SO GET STARTED.
    
TO LEARN MORE. . . GO TO I-R-S DOT GOV SLASH UNCLAIMED REFUNDS.