How to Track Down a Lost Tax Refund with IRS Form 3911
Waiting for a tax refund is always an exercise in patience, but what happens if the check never arrives? If you suspect your refund check is lost, stolen, or was … Read more
When you want to submit information to the IRS, or make a formal request for information from the IRS, a form is often the way to initiate this communication. The IRS has a range of very specific forms, and its important to understand what each form is intended for. This section of our blog will look at a number of common forms and discuss when to use each document as well as various specifics related to each use case.
IRS Forms
IRS Form 433-F: Quick and Easy Financial Disclosure for Taxpayers
IRS Form 433-F can be a helpful tool if you’re struggling to pay your tax debt in full and need a manageable plan to address what you owe. The IRS … Read more
A Quick Guide to IRS Form 433-A for Wage Earners and Self-Employed
When dealing with tax debt, the IRS requires certain information to understand your financial situation fully. IRS Form 433-A is a detailed form that allows taxpayers to give the IRS … Read more
IRS Form 433-D Explained: How to Set Up an IRS Installment Agreement
If you can’t pay your full tax bill right away, the IRS may let you set up a payment plan. Once the IRS approves your request for an installment agreement … Read more
IRS Form 56 or Form 2848: Key Differences Every Taxpayer Should Know
When dealing with the IRS, it’s important to understand the forms that delegate authority to manage or represent a taxpayer’s interests. Two forms commonly used for this purpose are IRS … Read more
Notifying the IRS of Your Fiduciary Role: How to Use Form 56
When you take on the role of a fiduciary—such as an executor of an estate, a trustee of a trust, or a guardian for a minor or incapacitated person—you assume … Read more
IRS Form 12153: How to Request a Hearing and Stop IRS Collection Actions
When the IRS initiates collection actions like liens or levies, it can be a stressful experience. However, taxpayers have rights and options to challenge these actions. One powerful tool at … Read more
IRS Form 2750: Extend Your TFRP Assessment Period and What It Means for You
When it comes to payroll taxes, the IRS takes noncompliance very seriously. Employers are required to withhold certain taxes—known as “trust fund taxes“—from their employees’ wages and remit them to … Read more
A Business’s Guide to Completing IRS Form 433-B
If your business is grappling with tax debt, you might find yourself required to submit IRS Form 433-B, also known as the Collection Information Statement for Businesses. This form is … Read more
How to Get Your Tax Transcripts: A Step-by-Step Guide to Form 4506-T
When dealing with taxes, whether for personal financial planning, applying for loans, or resolving disputes, you may need to obtain a tax transcript from the IRS. This blog post will … Read more
Filing Taxes on Investment Sales? Use IRS Form 8949 (Here’s How)
Tax season often brings a flurry of forms and documents, each serving a specific purpose in the complex landscape of tax filing. One such form, often a point of confusion … Read more
Understanding IRS Form 9465: How to Request an Installment Agreement?
Tax season can be a daunting time for many individuals and businesses alike, especially when faced with the challenge of paying off tax liabilities in a lump sum. Fortunately, the … Read more
IRS Form 2848 Explained: How to Authorize Someone to Represent You
When it comes to navigating the complexities of taxes, sometimes you need a little help from someone you trust. This is where IRS Form 2848, also known as the Power … Read more
IRS Form 8822: Updating Your Address With The IRS
Have you recently moved homes? Or perhaps your business has relocated to a new address? In either case, making sure that the IRS has your updated mailing address is crucial … Read more
Guide to IRS Form 941: Quarterly Tax Reporting for Employers (Updated 2024)
For many businesses, dealing with taxes can often feel like a puzzle, filled with complex forms and ever-changing regulations. Among the multitude of documents employers need to grapple with is … Read more
A Quick Guide to IRS Form 843
Understanding the opportune moment to file for a refund or request an abatement holds significant importance for individuals looking to enhance their financial position. Whether rectifying errors, responding to changes … Read more
Steven N. Klitzner, P.A. is a tax attorney based in Miami, Florida. He has been practicing tax law for over 40 years, and currently holds a 10.0 rating by Avvo. Mr. Klitzner was appointed to the IRS Service Advisory Council in 2021 and is... 
