Form to file just for rebate?

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Subject Author Date Form to file just for rebate? CWLee 03-15-2008  Re: Form to file just for rebate? Tyler Franks 03-15-2008  Re: Form to file just for rebate? Condor 03-15-2008  Re: Form to file just for rebate? Taxlover 03-15-2008  Re: Form to file just for rebate? Condor 03-15-2008
Posted by CWLee on March 15, 2008, 8:27 am Please log in for more thread options A neighbor of mine, an elderly woman living solely on a small SS check and occasional bags of groceries provided by her church, has not filed an income tax return for years - perhaps decades. She asked me to get her the form to fill out to get the rebate she has read about or heard about. So, my question: What is the simplest IRS form for her to use to get on the list of those to receive a rebate? (Rebate here meaning the widely reported $300-1,200 rebate to be distributed this late spring or summer.) -- ---------- CWLee Former slayer of dragons; practice now limited to sacred cows. Believing we should hire for quality, not quotas, and promote for performance, not preferences. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Tyler Franks on March 15, 2008, 10:15 am Please log in for more thread options " > So, my question: What is the simplest IRS form for her to use to get on > the list of those to receive a rebate? (Rebate here meaning the widely > reported $300-1,200 rebate to be distributed this late spring or summer.) > 1040A http://www.irs.gov/pub/irs-pdf/k1040a3.pdf -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Condor on March 15, 2008, 12:19 pm Please log in for more thread options > A neighbor of mine, an elderly woman living solely on a small SS check and > occasional bags of groceries provided by her church, has not filed an > income tax return for years - perhaps decades. She asked me to get her > the form to fill out to get the rebate she has read about or heard about. > So, my question: What is the simplest IRS form for her to use to get on > the list of those to receive a rebate? (Rebate here meaning the widely > reported $300-1,200 rebate to be distributed this late spring or summer.) You could e-file it for her through the IRS FreeFile program if you want. I recommend TurboTax. http://www.irs.gov/efile/lists/0,,id=179739,00.html Condor -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Taxlover on March 15, 2008, 12:36 pm Please log in for more thread options >> A neighbor of mine, an elderly woman living solely on a small SS check >> and occasional bags of groceries provided by her church, has not filed an >> income tax return for years - perhaps decades. She asked me to get her >> the form to fill out to get the rebate she has read about or heard about. >> So, my question: What is the simplest IRS form for her to use to get on >> the list of those to receive a rebate? (Rebate here meaning the widely >> reported $300-1,200 rebate to be distributed this late spring or summer.) > > You could e-file it for her through the IRS FreeFile program if you want. > I recommend TurboTax. > > http://www.irs.gov/efile/lists/0,,id=179739,00.html > > I didn't know that existed; that is great! How do you handle W2s? Don't they have to be attached? -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Condor on March 15, 2008, 3:31 pm Please log in for more thread options >> http://www.irs.gov/efile/lists/0,,id=179739,00.html >> >> > I didn't know that existed; that is great! > How do you handle W2s? Don't they have to be attached? Nothing has to be attached. IRS verifies W-2s using the employer identification number (EIN). That's why it's important to enter all the W-2 information correctly. If you sign the return electronically, no paper needs to be sent to IRS, which is exactly how IRS prefers things. Condor -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted Can I file 1040 as an amended tax form after I file a 1040A? August 24, 2009, 1:18 pm file form 1041? January 19, 2007, 1:01 am Where to file Form 5329? January 30, 2008, 4:09 pm E-File & Form 709 Gift Tax March 20, 2009, 8:17 pm ROTH contribution - do I need to file a form February 7, 2009, 6:00 pm Sole prop then incorporated - which form(s) to file? 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