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E File State Taxes
E file state taxes 10. E file state taxes Retirement Savings Contributions Credit (Saver's Credit) Table of Contents Full-time student. E file state taxes Adjusted gross income. E file state taxes Distributions received by spouse. E file state taxes Testing period. E file state taxes If you or your employer make eligible contributions (defined later) to a retirement plan, you may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). E file state taxes This credit could reduce the federal income tax you pay dollar for dollar. E file state taxes Can you claim the credit? If you or your employer make eligible contributions to a retirement plan, you can claim the credit if all of the following apply. E file state taxes You are not under age 18. E file state taxes You are not a full-time student (explained next). E file state taxes No one else, such as your parent(s), claims an exemption for you on their tax return. E file state taxes Your adjusted gross income (defined later) is not more than: $59,000 for 2013 ($60,000 for 2014) if your filing status is married filing jointly, $44,250 for 2013 ($45,000 for 2014) if your filing status is head of household (with qualifying person), or $29,500 for 2013 ($30,000 for 2014) if your filing status is single, married filing separately, or qualifying widow(er) with dependent child. E file state taxes Full-time student. E file state taxes You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. E file state taxes You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full-time. E file state taxes Adjusted gross income. E file state taxes This is generally the amount on line 38 of your 2013 Form 1040 or line 22 of your 2013 Form 1040A. E file state taxes However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. E file state taxes Eligible contributions. E file state taxes These include: Contributions to a traditional or Roth IRA, Elective deferrals, including amounts designated as after-tax Roth contributions, to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. E file state taxes They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or a section 403(b) annuity. E file state taxes For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. E file state taxes Reducing eligible contributions. E file state taxes Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included earlier under Eligible contributions. E file state taxes Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. E file state taxes Do not reduce your eligible contributions by any of the following: The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. E file state taxes Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. E file state taxes Loans from a qualified employer plan treated as a distribution. E file state taxes Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). E file state taxes Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). E file state taxes Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. E file state taxes Distributions from a military retirement plan. E file state taxes Distributions received by spouse. E file state taxes Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. E file state taxes Testing period. E file state taxes The testing period consists of: The year in which you claim the credit, The 2 years before the year in which you claim the credit, and The period after the end of the year in which you claim the credit and before the due date of the return (including extensions) for filing your return for the year in which you claimed the credit. E file state taxes Example. E file state taxes You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. E file state taxes You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible section 457(b) deferred compensation plan in 2012. E file state taxes Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. E file state taxes You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. E file state taxes You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you and your spouse received in 2011, 2012, 2013, and 2014. E file state taxes Maximum eligible contributions. E file state taxes After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. E file state taxes Effect on other credits. E file state taxes The amount of this credit will not change the amount of your refundable tax credits. E file state taxes A refundable tax credit, such as the earned income credit or the additional child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. E file state taxes Maximum credit. E file state taxes This is a nonrefundable credit. E file state taxes The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits or the adoption credit) in any year. E file state taxes If your tax liability is reduced to zero because of other nonrefundable credits, such as the education credits, then you will not be entitled to this credit. E file state taxes How to figure and report the credit. E file state taxes The amount of the credit you can get is based on the contributions you make and your credit rate. E file state taxes The credit rate can be as low as 10% or as high as 50%. E file state taxes Your credit rate depends on your income and your filing status. E file state taxes See Form 8880, Credit for Qualified Retirement Savings Contributions, to determine your credit rate. E file state taxes The maximum contribution taken into account is $2,000 per person. E file state taxes On a joint return, up to $2,000 is taken into account for each spouse. E file state taxes Figure the credit on Form 8880. E file state taxes Report the credit on line 50 of your Form 1040 or line 32 of your Form 1040A, and attach Form 8880 to your return. E file state taxes Prev Up Next Home More Online Publications
Understanding your CP566 Notice
Effective June 22, 2012, the IRS has made interim changes that affect the Individual Taxpayer Identification Number (ITIN) application process. Some of the information below, including the documentation requirements for individuals seeking an ITIN, has been superseded by these changes. Taxpayers and their representatives should review these changes, which are further explained in these Frequently Asked Questions, before requesting an ITIN.
What you need to do
- Go over the instructions for your application.
- Make sure you don't qualify for a Social Security number (SSN) and you need an ITIN.
- Go over your application to make sure you’ve answered all the questions.
- Make sure your documents are correct.
- Send us the documents we've asked for when you reply.
- Make sure the documents are translated into English if we've requested a translation. Use a certified translator.
- Complete and sign the response form at the end of your notice. Mail it to us with any documents we've requested.
You may want to...
- Download copies of the following materials (if they were not included with your notice):
- Contact us by calling the toll free number on your notice. Call 267-941-1000 (not a toll-free number) if you're outside the U.S. You can contact our overseas offices in Beijing, Frankfurt, London, or Paris.
- Visit a Taxpayer Assistance Center in the U.S. or abroad.
- Get help at a Low Income Taxpayer Clinic.
- Complete and send us a Form 2848, Power of Attorney and Declaration of Representative to authorize someone (such as an accountant) to contact us on your behalf.
Answers to Common Questions
What is an ITIN?
It is a number for you to use on federal tax documents.
Who needs an ITIN?
A non-citizen who has to file a federal tax return or a tax reporting document and does not qualify for an SSN needs an ITIN.
What is correct documentation?
In general, correct documentation is unexpired and has your photograph. It has the same name on it as on your application and tax return. It is from an organization authorized to issue it. The following documents can meet these conditions:
- a passport
- a visa (issued by the U.S. Department of State)
- a civil birth certificate
- a national, U.S. state, or military identification document
- a U.S. or foreign driver’s license
- a U.S. Citizenship and Immigration Services Photo ID
- a foreign voter registration document or military card
- U.S. school records (for dependents only)
- U.S. medical records (for dependents only)
Foreign records must be from a country recognized by the U.S. State Department.
What are the special requirements for school and medical records?
They must be less than one year old. They must be for dependents younger than 18.
How much time do I have to reply?
You have 45 days from the date of your notice to reply.
What happens if I don't reply?
We will reject your application. You'll have to submit a new application for an ITIN.
Should I call you with my reply or mail it to you?
Mail your reply to us at the address on the notice.
What happens to my tax return if you reject my application?
We'll process your return without an ITIN. You'll need to reapply for an ITIN and attach a copy of the return to your application to get a refund.
I sent you documents when I applied for an ITIN. When will you return them?
We'll return your documents within 60 days after we've processed your application.
Whom can I talk to with my questions?
You can call the telephone number on the top right corner of the notice with your questions.
Tips for next year
Consider filing your taxes electronically. Filing online can help you avoid mistakes and find credits and deductions that you may qualify for. In many cases you can file for free. Learn more about e-file.
Understanding your notice
Reading your notice
Your notice may look different from the sample because the information contained in your notice is tailored to your situation.
Notice CP566, Page 1
Notice CP566, Page 2
Notice CP566, Page 3
Notice CP566, Page 4
Page Last Reviewed or Updated: 14-Mar-2014
The E File State Taxes
E file state taxes 6. E file state taxes How To Get Tax Help Whether it's help with a tax issue, preparing your tax return or a need for a free publication or form, get the help you need the way you want it: online, use a smart phone, call or walk in to an IRS office or volunteer site near you. E file state taxes Prev Up Next Home More Online Publications