FAQ

Tax Filers

How do I get a copy of my tax return and W-2?
How do I get started?
How much do you charge to prepare and file my taxes?
Where is the nearest office to prepare and file my taxes?
How do I find out local office hours?
When will I receive refund money?
How can I update my personal information?
Am I eligible for Earned Income Credit (EIC)?
Am I eligible for a Renter´s Rebate?
What is a RAL (Refund Anticipation Loan)?

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Tax Filers FAQ:

How do I get a copy of my tax return and W-2?

You should have a copy of previous returns in you records, if not, you have a few options:

If TaxQue prepared your previous return, then you can get a copy of your tax return from any one of our offices. Otherwise, as long as you filed your tax return with the IRS, you can request a photocopy of your return, or a computer transcript (a line-by-line listing) of the information on your tax return. Photocopies and transcripts can be obtained free from the IRS. If you need an actual copy (not a photocopy), then you must complete Form 4506 and pay a $23 fee for your tax return and all related tax information (Form W-2, etc.).

Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31 of the following year. If you do not receive your W-2 by January 31, then contact your employer to confirm your address and find out when the form was mailed. If you still have not received your W-2 by February 16, then you can call the IRS for assistance at 1-800-829-1040. An IRS representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.

How do I get started?

To find a TaxQue office near you, click here. We have flexible office hours, so you can stop in or schedule an appointment to have your taxes prepared when it´s convenient for you. Make sure to bring the following materials to your tax interview:

* Wage statements (Form W-2)
* Pension, or retirement income (1099-Rs)
* Social Security card(s)
* Driver´s license(s)
* Dependents´ Social Security numbers and dates of birth
* Last year´s tax return
* Information on education expenses
* Commissions received and/or paid
* Sales of stocks and/or bonds
* Self-employed business income and expenses
* Lottery and/or gambling winnings and losses
* State refund amount
* Social Security and/or unemployment income
* Income and expenses from rentals
* Alimony paid or received
* Record of purchase or sale of real estate
* Medical and dental expenses
* Real estate and personal property taxes
* Estimated taxes or foreign taxes paid
* Cash and non-cash charitable donations
* Mortgage or home equity loan interest paid (1098)
* Unreimbursed employment-related expenses
* Job-related educational expenses
* Childcare expenses and provider information

How much will TaxQue charge to prepare and file my taxes?

Our fees are based on the complexity and number of forms required to complete your tax return. Complex tax returns take longer to prepare, so fees are higher. Please contact your local TaxQue office at toll-free (877) 350-1040 or by clicking here to find an office near you.

How can I find the nearest TaxQue office?

Click here for our Office Locator or call toll-free (877) 350-1040. Our friendly staff will answer any questions you have right over the phone, and they can quickly set up an appointment for your tax interview.

What are TaxQue´s local office hours?

Click here or call toll-free (877) 350-1040. Many of our offices have flexible evening and weekend hours so you can schedule an appointment that´s convenient for you. Remember that no appointment is necessary.

When will I receive refund money?

At TaxQue there many different ways for you to receive your tax refund, choose from any of the following options:

* IRS Direct. Receive your refund directly from the IRS if you file your return using IRS e-file. You will receive your refund within 13-21 days if you choose to receive your refund by mail and within 11-17 days if you authorize the IRS to directly deposit your refund to your bank account.
* Refund Anticipation Loan (RAL). If you qualify you can receive a loan in the amount of your anticipated federal income tax refund in as little as 24 hours with a Refund Anticipation Loan (RAL). You can have all bank fees and other charges deducted from your loan proceeds, so no payment is required up front. Bank fees and other charges deducted from loan proceeds.

How do I update my personal information?

To update your personal information for purposes of withholding, you should use Form W-4, Employee´s Withholding Allowance Certificate. If you get married or divorced, if a child is born, or if you no longer can claim a child as a dependent, you will need to complete a new Form W-4. Employers must give you a Form W-4 to complete when you start work. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.

Am I eligible for Earned Income Credit (EIC)?

The EIC applies to low-income workers who have earned income under $30,338. It is for certain people who may or may not have a qualifying child or have children living with them. EIC is subtracted from the tax owed. The credit can be refunded even if you do not owe any tax. Taxpayers with children who have earned income and modified adjusted gross income (AGI) or less than $30,338 ($34,458 if you have more than one qualifying child) could be eligible for a maximum credit of $2,604 ($4,300 if more than one child).

To qualify for EIC, you must meet each of the following requirements:

1. You must have earned income.
2. Your modified adjusted gross income (AGI) must be under the specified limits.
3. You cannot be the qualifying child of another person or be claimed as a dependent on another return.
4. If qualifying children are used for the credit, the children must have lived with you in the United States for more than six months (for all of 2004 if a foster child).
5. You (and your spouse if filing a joint return) must have a Social Security number.
6. You must include on your return the Social Security number of each person you claim as a qualifying child on Schedule EIC, Earned Income Credit.
7. Filing Status cannot be Married Filing Separately.
8. You must have lived in the United States for more than half of 2004. Members of the military on extended active duty outside the United States are considered to be in the United States during the duty period.
9. If you do not have qualifying children, then you must be at least age 25, but under age 65 at the end of 2004.
10. You must not have filed Form 2555, Foreign Earned Income, or Form 2555-EZ, Foreign Earned Income Exclusion.
11. Your qualifying child must not be the qualifying child of someone whose adjusted gross income is greater than yours is.
12. Generally, persons with more than $2,650 of disqualifying income (i.e., interest, dividends, net income from rents, net capital gain, and net passive income that is not self-employment income) will not get the Earned Income Credit. Certain losses from self-employment and rental activities, as well as tax-exempt interest and amounts received as pensions, annuities, and from Individual Retirement Accounts (IRAs) not already included in income, are added back to the adjusted gross income, which may disqualify or reduce the Earned Income Credit. Even if you are not required to file a return because you did not earn enough last year, you may still qualify for the Earned Income Credit. But to get the credit, you must file a return and be able to meet all the rules.

The definition for foster child has been changed for tax years after 1999:

An "eligible foster child" for Earned Income Credit and Child Tax Credit is an individual who:

1. Is a brother, sister, stepbrother, or stepsister of the taxpayer (or the descendant of any such relative) or is placed with the taxpayer by an authorized placement agency.
AND
2. The taxpayer cares for the child as the taxpayer´s own child.
AND
3. He/She has the same principal place of abode as the taxpayer for the taxpayer´s entire taxable year.

Am I eligible for a Renter´s Rebate?

You may be able to claim a Renter´s Rebate in your state if your income does not exceed certain limits and other conditions are met. Requirements vary from state to state. Contact your state´s Department of Revenue to find out how to qualify for this rebate.

What is a RAL (Refund Anticipation Loan)

Refund Anticipation Loan (RAL). If you qualify you can receive a loan in the amount of your anticipated federal income tax refund in as little as 24 hours with a Refund Anticipation Loan (RAL). You can have all bank fees and other charges deducted from your loan proceeds, so no payment is required up front. Bank fees and other charges deducted from loan proceeds.

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