Announcements

2022 Tax Filing and Payment Relief for California Taxpayers – Get The Facts Now

The IRS has once again extended the tax filing and payment deadlines in most parts of California due to destruction caused by landslides, mudslides, and severe storms. Now those Californians have until October 16th to file, as opposed to the previously announced May 15th date.

The IRS has extended the fourth quarter 2022 estimated tax payment deadline to October 16th. The 2023 estimated tax payments due on April 18th, June 15th, and September 15th, as well as the quarterly payroll and excise tax returns due on January 31st, April 30th, and July 31st, have also been delayed until October 16th. No contact or extension paperwork is necessary to take advantage of the extended time. If taxpayers receive penalty notifications within the postponed period, they should contact the number provided for the penalty to be waived.

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Changes in your Refund or Tax Due

After filing their tax returns, some taxpayers may receive letters from the IRS. Many of these letters just explain a minor math mistake or other error on the person’s return, which IRS personnel corrected with little or no effect on the person’s refund or tax owed. However, some IRS letters notify taxpayers of larger issues with their returns, such as multiple or major math errors, or ineligibility for claimed credits or deductions. These notices may inform taxpayers of a significant decrease in their refunds, or significant increase in how much tax they owe.

Taxpayers who receive IRS letters about their returns should review the notices carefully, and check any proposed adjustments against their tax records. The Taxpayer Bill of Rights ensures that the IRS must fairly review any objections a taxpayer raises to an IRS decision.

Before objecting to an IRS letter, taxpayers should remember that tax refunds may also be adjusted for a variety of non-tax reasons, such as past-due child support. If your refund amount is different than stated on the filed tax return, part or all of your refund may have been used to pay off (offset) past-due federal tax, student loans, state income tax or other past-due debts.

You’ll receive a notice from the IRS if such an offset occurs that will show the original tax refund amount, the offset amount, as well as the name, address and telephone number of the agency receiving the payment.

If you haven’t received your refund yet, you may be able to check the status using the IRS’ “Where’s my Refund?” tool: https://www.irs.gov/refunds.