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This publication explains the types of relief available for married taxpayers who file joint returns, focusing on innocent spouse relief, separation of liability, and equitable relief. It details
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How to fill out publication 971
How to fill out Publication 971
01
Obtain a copy of Publication 971 from the IRS website or local IRS office.
02
Read the introduction to understand the purpose of the publication.
03
Gather all necessary documentation related to your tax situation, including any relevant income and deduction information.
04
Follow the specific sections outlined in the publication, ensuring that you provide accurate information.
05
Complete any required forms as indicated in the publication.
06
Review your entries for accuracy before submission.
07
Submit the completed publication along with your tax return if required.
Who needs Publication 971?
01
Individuals who have received certain types of tax credits or benefits related to education.
02
Taxpayers who need to understand the implications of taxpayer benefits on their tax returns.
03
Anyone seeking guidance on specific tax situations involving dependents and educational allowances.
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People Also Ask about
How long after 971 notice from IRS?
If the dates beside code 571 or 572 are the same as code 971, your tax refund will likely be received within 3 to 6 weeks. A different date next to these codes typically indicates a delay.
How long after code 971 will I get my refund?
If you see these codes, it is likely that another code 971 will be issued informing you that the IRS has sent another update notice about the status of the review. If the dates beside code 571 or 572 are the same as code 971, your tax refund will likely be received within 3 to 6 weeks.
How long after an IRS notice will I get my refund?
When to expect your refund. To process your refund, it usually takes: Up to 21 days for an e-filed return. 4 weeks or more for amended returns and returns sent by mail.
Is code 971 on transcript bad?
If you see code 570 or code 971 on your tax transcript, it means that the IRS is looking for more information to verify your identity. Code 570 means your return has been delayed. When you see Code 9171, it means the IRS sent you a letter in the mail to verify personal information on your tax return.
What qualifies you for innocent spouse relief?
You may be eligible You may request innocent spouse relief if: You filed a joint return with your spouse. Your taxes were understated due to errors on your return. You didn't know about the errors.
What is code 971 with the IRS?
IRS code 971 may be on your account to indicate an amended tax return, balance transferred to a duplicate account, bankruptcy notice, collection due, collection due with a Notice of Intent to Levy, duplicate notice sent to a spouse, duplicate tax return processed, or filing status of earned income tax filing status.
What does 971 IRS notice issued mean?
The IRS transcript codes 971 and 570 typically indicate that there is an issue requiring further review, which may lead to a delay in processing your tax return.
What is publication 971?
Publication 971 explains when a spouse may be relieved of tax, interest, and penalties on a joint tax return. Three types of relief are available to married persons who filed joint returns: Innocent spouse relief. Separation of liability relief. Equitable relief.
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What is Publication 971?
Publication 971 is a document published by the IRS that provides information regarding the tax implications of tax benefits related to certain educational expenses.
Who is required to file Publication 971?
Publication 971 does not require filing; it is an informational resource for taxpayers who may be eligible to claim education tax credits or deductions.
How to fill out Publication 971?
Publication 971 is not filled out like a tax form; instead, it provides guidance on how to claim education-related tax benefits, and taxpayers should follow the instructions based on their individual tax situation.
What is the purpose of Publication 971?
The purpose of Publication 971 is to help taxpayers understand the tax benefits associated with education expenses, including how to claim any applicable credits or deductions.
What information must be reported on Publication 971?
Publication 971 itself does not require reporting of information; it serves as a resource. Taxpayers should report relevant educational expenses and the corresponding credits or deductions on their tax return forms, as guided by Publication 971.
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