Frequently Asked

Questions

Most, if not all, of these answers are specific to Federal or Washington State tax matters.  For any additional questions, please refer to the IRS website in their Frequently Asked Questions.

Can you send a copy of my tax return to someone for me?

Federal law prohibits us from disclosing your information to a third party without your written consent. If you would like us to send a copy of your tax return to someone such as your bank or to discuss your tax information with someone such as your financial planner or broker, you must sign a consent form. You can download one from here.  Please complete it, sign it and mail, email, or fax it to us.

Where's my refund?

If you have not received your refund or the amount is not what you expected, contact the IRS at 1-800-829-4477. Alternatively, visit the IRS website at www.irs.gov and select the "Where's my refund?" link.

 

For amended returns, you'll access this IRS page. You will need the taxpayer's social security number, date of birth and zip code. Processing of an amended return is estimated to take up to 12 weeks, but could be longer.

Where do I mail my Individual Income Tax Return?

If your mailing address is AZ, CA, MT, OR or WA and no payment is due:


Department of the Treasury
Internal Revenue Service
Fresno, CA 93888-0002

If your mailing address is AZ, CA, MT, OR or WA and a payment is due:


Department of the Treasury
Internal Revenue Service
Fresno, CA 93888-0102

Where do I mail my 1040-ES?

If your mailing address is MT or WA:


Internal Revenue Service
P.O.Box 802502
Cincinnati, OH 45280-2502

 

If your mailing address is AZ, CA or OR:


Internal Revenue Service
P.O. Box 510000
San Francisco, CA 94151-5100

 
Note: These addresses are not to be used for those filing 1040-ES (NR).

What is the IRA (Individual Retirement Account) contribution limit?

For 2020:
Regular: $6, 000
Catch-up: $1,000 ​


Note: Individuals who will be at least age 50 by the end of the year can make additional catch-up contributions.

What are the rules for converting my traditional IRA into a Roth IRA?

After 2009 the there is no income limit for making a conversion.

Who has to report non-employee compensation to the IRS (Form 1099-Misc)?

The general rule is that companies who paid non-employee compensation issue a Form 1099-Misc to individuals and partnerships, but not to corporations.

What are the current mileage rates?

For 2020
Business: 54¢
Charitable: 14¢
Medical and Moving: 18¢

 

For 2019
Business: 58¢
Charitable: 14¢
Medical and Moving: 18¢

​​For 2018

Business: 54.5¢
Charitable: 14¢
Medical and Moving: 18¢

 What is the annual gift tax exclusion?

$15,000 in 2018-2020.

Generally this gift is neither taxable to the recipient nor deductible by the giver.  

Where can I locate a Form W-9?

From the IRS: W-9   (.pdf document)

What forms do I need to provide a newly hired employee?

From the IRS:
W-4  (.pdf document)


From the Department of Homeland Security:
I-9  (.pdf document)
This is from the U.S. Citizenship and Immigration Services website


From WA State:
Report each new employee to DSHS linked here

What forms do I need to start a business in Washington State?

As you begin the process of starting your own business you will need to file with the federal government, the State of Washington, and various cities where you will conduct business.

At the federal level you will need a federal identification number, obtainable by filing an SS-4 form online

The State of Washington will require a Master Business Application.
To start the filing process click here.

Various cities that you intend on doing business in may have licensing requirements.
For City of Seattle business license and taxes.

Quick links to state agencies in regards to payroll:

Quick links to Washington State business taxes and licensing:

Jana Helmuth CPA © 2020. Built by 9D Creative