Filing Your Taxes Online is Fast, Easy and Secure.
Start now and receive your tax refund in as little as 7 days.

1. Get Answers

Your online questions are customized to your unique tax situation.

2. Maximize your Refund

Find tax credits for everything from school tuition to buying a hybri

3. E-File for FREE

E-file free with direct deposit to get your refund in as few as 7 days.

Filing your taxes with paper mail can be difficult and it could take weeks for your refund to arrive. IRS e-file is easy, fast and secure. There is no paperwork going to the IRS so tax refunds can be processed in as little as 7 days with direct deposit. As you prepare your taxes online, you can see your tax refund in real time.

FREE audit support and representation from an enrolled agent – NEW and only from H&R Block

File 2009 Taxes Turbotax

How To File 2012 Federal Tax ReturnHow To Amend Tax Return OnlineWhere Can I File My 2010 Taxes For Free2011 Taxact Login2012 1040 Ez FormIrs Amended Tax ReturnEasy Tax FormFiling Amended Tax Return Online2012 TaxesHow Do I File An Amended Tax Return1040nr Form1040nr Ez Online2011 1040xTaxact 1040nr1040nr Tax SoftwareAmended Tax ReturnsEfile State Tax ReturnFree File Taxes 2011Irs 1040ezAmend My 2011 TaxesH&r Block Ez Form1040ez Fill InTaxslayer ComForm 1040aCan Tax Form 1040x Be Filed OnlineHow Much Does It Cost To Amend A Tax Return1040x Form For 2013Taxact Online 2011Free File State Tax1040x Form 2013Back TaxTurbo Tax Free For Military2012 Free Tax Software OnlineBlank 1040ez Form1040x Where To FileH&r Block FreeIncome Tax Form 1040x2012 1040ezHow Do I File An Amended Return2012 Tax Forms

File 2009 Taxes Turbotax

File 2009 taxes turbotax 1. File 2009 taxes turbotax   Importance of Records Table of Contents Introduction Topics - This chapter discusses: Useful Items - You may want to see: Benefits of Recordkeeping Kinds of Records To Keep How Long To Keep Records Introduction A farmer, like other taxpayers, must keep records to prepare an accurate income tax return and determine the correct amount of tax. File 2009 taxes turbotax This chapter explains the benefits of keeping records, what kinds of records you must keep, and how long you must keep them for federal tax purposes. File 2009 taxes turbotax Tax records are not the only type of records you need to keep for your farming business. File 2009 taxes turbotax You should also keep records that measure your farm's financial performance. File 2009 taxes turbotax This publication only discusses tax records. File 2009 taxes turbotax The Farm Financial Standards Council has produced a publication that provides a detailed explanation of the recommendations of the Council for financial reporting and analysis. File 2009 taxes turbotax For information on recordkeeping, you can purchase and download Financial Guidelines for Agricultural Producers at www. File 2009 taxes turbotax ffsc. File 2009 taxes turbotax org. File 2009 taxes turbotax For more information, contact Countryside Marketing, Inc. File 2009 taxes turbotax in the following manner. File 2009 taxes turbotax Call 262-253-6902. File 2009 taxes turbotax Send a fax to 262-253-6903. File 2009 taxes turbotax Write to: Farm Financial Standards Council N78 W14573 Appleton Ave. File 2009 taxes turbotax , #287 Menomonee Falls, WI 53051. File 2009 taxes turbotax Topics - This chapter discusses: Benefits of recordkeeping Kinds of records to keep How long to keep records Useful Items - You may want to see: Publication 51 (Circular A), Agricultural Employer's Tax Guide 463 Travel, Entertainment, Gift, and Car Expenses See chapter 16 for information about getting publications. File 2009 taxes turbotax Benefits of Recordkeeping Everyone in business, including farmers, must keep appropriate records. File 2009 taxes turbotax Recordkeeping will help you do the following. File 2009 taxes turbotax Monitor the progress of your farming business. File 2009 taxes turbotax   You need records to monitor the progress of your farming business. File 2009 taxes turbotax Records can show whether your business is improving, which items are selling, or what changes you need to make. File 2009 taxes turbotax Records can help you make better decisions that may increase the likelihood of business success. File 2009 taxes turbotax Prepare your financial statements. File 2009 taxes turbotax   You need records to prepare accurate financial statements. File 2009 taxes turbotax These include income (profit and loss) statements and balance sheets. File 2009 taxes turbotax These statements can help you in dealing with your bank or creditors and help you to manage your farm business. File 2009 taxes turbotax Identify source of receipts. File 2009 taxes turbotax   You will receive money or property from many sources. File 2009 taxes turbotax Your records can identify the source of your receipts. File 2009 taxes turbotax You need this information to separate farm from nonfarm receipts and taxable from nontaxable income. File 2009 taxes turbotax Keep track of deductible expenses. File 2009 taxes turbotax   You may forget expenses when you prepare your tax return unless you record them when they occur. File 2009 taxes turbotax Prepare your tax returns. File 2009 taxes turbotax   You need records to prepare your tax return. File 2009 taxes turbotax For example, your records must support the income, expenses, and credits you report. File 2009 taxes turbotax Generally, these are the same records you use to monitor your farming business and prepare your financial statements. File 2009 taxes turbotax Support items reported on tax returns. File 2009 taxes turbotax   You must keep your business records available at all times for inspection by the IRS. File 2009 taxes turbotax If the IRS examines any of your tax returns, you may be asked to explain the items reported. File 2009 taxes turbotax A complete set of records will speed up the examination. File 2009 taxes turbotax Kinds of Records To Keep Except in a few cases, the law does not require any specific kind of records. File 2009 taxes turbotax You can choose any recordkeeping system suited to your farming business that clearly shows, for example, your income and expenses. File 2009 taxes turbotax You should set up your recordkeeping system using an accounting method that clearly shows your income for your tax year. File 2009 taxes turbotax See  chapter 2. File 2009 taxes turbotax If you are in more than one business, you should keep a complete and separate set of records for each business. File 2009 taxes turbotax A corporation should keep minutes of board of directors' meetings. File 2009 taxes turbotax Your recordkeeping system should include a summary of your business transactions. File 2009 taxes turbotax This summary is ordinarily made in accounting journals and ledgers. File 2009 taxes turbotax For example, they must show your gross income, as well as your deductions and credits. File 2009 taxes turbotax In addition, you must keep supporting documents. File 2009 taxes turbotax Purchases, sales, payroll, and other transactions you have in your business generate supporting documents such as invoices and receipts. File 2009 taxes turbotax These documents contain the information you need to record in your journals and ledgers. File 2009 taxes turbotax It is important to keep these documents because they support the entries in your journals and ledgers and on your tax return. File 2009 taxes turbotax Keep them in an orderly fashion and in a safe place. File 2009 taxes turbotax For instance, organize them by year and type of income or expense. File 2009 taxes turbotax Electronic records. File 2009 taxes turbotax   All requirements that apply to hard copy books and records also apply to electronic storage systems that maintain tax books and records. File 2009 taxes turbotax When you replace hard copy books and records, you must maintain the electronic storage systems for as long as they are material to the administration of tax law. File 2009 taxes turbotax An electronic storage system is any system for preparing or keeping your records either by electronic imaging or by transfer to an electronic storage media. File 2009 taxes turbotax The electronic storage system must index, store, preserve, retrieve and reproduce the electronically stored books and records in legible format. File 2009 taxes turbotax All electronic storage systems must provide a complete and accurate record of your data that is accessible to the IRS. File 2009 taxes turbotax Electronic storage systems are also subject to the same controls and retention guidelines as those imposed on your original hard copy books and records. File 2009 taxes turbotax The original hard copy books and records may be destroyed provided that the electronic storage system has been tested to establish that the hard copy books and records are being reproduced in compliance with IRS requirements for an electronic storage system and procedures are established to ensure continued compliance with all applicable rules and regulations. File 2009 taxes turbotax You still have the responsibility of retaining any other books and records that are required to be retained. File 2009 taxes turbotax The IRS may test your electronic storage system, including the equipment used, indexing methodology, software and retrieval capabilities. File 2009 taxes turbotax This test is not considered an examination and the results must be shared with you. File 2009 taxes turbotax If your electronic storage system meets the requirements mentioned earlier, you will be in compliance. File 2009 taxes turbotax If not, you may be subject to penalties for non-compliance, unless you continue to maintain your original hard copybooks and records in a manner that allows you and the IRS to determine your correct tax. File 2009 taxes turbotax For details on electronic storage system requirements, see Rev. File 2009 taxes turbotax Proc. File 2009 taxes turbotax 97-22. File 2009 taxes turbotax You can find Rev. File 2009 taxes turbotax Proc. File 2009 taxes turbotax 97-22 on page 9 of Internal Revenue Bulletin 1997-13 at  www. File 2009 taxes turbotax irs. File 2009 taxes turbotax gov/pub/irs-irbs/irb97-13. File 2009 taxes turbotax pdf. File 2009 taxes turbotax Travel, transportation, entertainment, and gift expenses. File 2009 taxes turbotax   Specific recordkeeping rules apply to these expenses. File 2009 taxes turbotax For more information, see Publication 463. File 2009 taxes turbotax Employment taxes. File 2009 taxes turbotax   There are specific employment tax records you must keep. File 2009 taxes turbotax For a list, see Publication 51 (Circular A). File 2009 taxes turbotax Excise taxes. File 2009 taxes turbotax   See How To Claim a Credit or Refund in chapter 14 for the specific records you must keep to verify your claim for credit or refund of excise taxes on certain fuels. File 2009 taxes turbotax Assets. File 2009 taxes turbotax   Assets are the property, such as machinery and equipment, you own and use in your business. File 2009 taxes turbotax You must keep records to verify certain information about your business assets. File 2009 taxes turbotax You need records to figure your annual depreciation deduction and the gain or (loss) when you sell the assets. File 2009 taxes turbotax Your records should show all the following. File 2009 taxes turbotax When and how you acquired the asset. File 2009 taxes turbotax Purchase price. File 2009 taxes turbotax Cost of any improvements. File 2009 taxes turbotax Section 179 deduction taken. File 2009 taxes turbotax Deductions taken for depreciation. File 2009 taxes turbotax Deductions taken for casualty losses, such as losses resulting from fires or storms. File 2009 taxes turbotax How you used the asset. File 2009 taxes turbotax When and how you disposed of the asset. File 2009 taxes turbotax Selling price. File 2009 taxes turbotax Expenses of sale. File 2009 taxes turbotax   The following are examples of records that may show this information. File 2009 taxes turbotax Purchase and sales invoices. File 2009 taxes turbotax Real estate closing statements. File 2009 taxes turbotax Canceled checks. File 2009 taxes turbotax Bank statements. File 2009 taxes turbotax Financial account statements as proof of payment. File 2009 taxes turbotax   If you do not have a canceled check, you may be able to prove payment with certain financial account statements prepared by financial institutions. File 2009 taxes turbotax These include account statements prepared for the financial institution by a third party. File 2009 taxes turbotax These account statements must be legible. File 2009 taxes turbotax The following table lists acceptable account statements. File 2009 taxes turbotax IF payment is by. File 2009 taxes turbotax . File 2009 taxes turbotax . File 2009 taxes turbotax THEN the statement must show the. File 2009 taxes turbotax . File 2009 taxes turbotax . File 2009 taxes turbotax Check Check number. File 2009 taxes turbotax Amount. File 2009 taxes turbotax Payee's name. File 2009 taxes turbotax Date the check amount was posted to the account by the financial institution. File 2009 taxes turbotax Electronic funds  transfer Amount transferred. File 2009 taxes turbotax Payee's name. File 2009 taxes turbotax Date the transfer was posted to the account by the financial institution. File 2009 taxes turbotax Credit card Amount charged. File 2009 taxes turbotax Payee's name. File 2009 taxes turbotax Transaction date. File 2009 taxes turbotax    Proof of payment of an amount, by itself, does not establish you are entitled to a tax deduction. File 2009 taxes turbotax You should also keep other documents, such as credit card sales slips and invoices, to show that you also incurred the cost. File 2009 taxes turbotax Tax returns. File 2009 taxes turbotax   Keep copies of your filed tax returns. File 2009 taxes turbotax They help in preparing future tax returns and making computations if you file an amended return. File 2009 taxes turbotax Keep copies of your information returns such as Form 1099, Schedule K-1, and Form W-2. File 2009 taxes turbotax How Long To Keep Records You must keep your records as long as they may be needed for the administration of any provision of the Internal Revenue Code. File 2009 taxes turbotax Keep records that support an item of income or a deduction appearing on a return until the period of limitations for the return runs out. File 2009 taxes turbotax A period of limitations is the period of time after which no legal action can be brought. File 2009 taxes turbotax Generally, that means you must keep your records for at least 3 years from when your tax return was due or filed or within 2 years of the date the tax was paid, whichever is later. File 2009 taxes turbotax However, certain records must be kept for a longer period of time, as discussed below. File 2009 taxes turbotax Employment taxes. File 2009 taxes turbotax   If you have employees, you must keep all employment tax records for at least 4 years after the date the tax becomes due or is paid, whichever is later. File 2009 taxes turbotax Assets. File 2009 taxes turbotax   Keep records relating to property until the period of limitations expires for the year in which you dispose of the property in a taxable disposition. File 2009 taxes turbotax You must keep these records to figure any depreciation, amortization, or depletion deduction and to figure your basis for computing gain or (loss) when you sell or otherwise dispose of the property. File 2009 taxes turbotax   You may need to keep records relating to the basis of property longer than the period of limitation. File 2009 taxes turbotax Keep those records as long as they are important in figuring the basis of the original or replacement property. File 2009 taxes turbotax Generally, this means as long as you own the property and, after you dispose of it, for the period of limitations that applies to you. File 2009 taxes turbotax For example, if you received property in a nontaxable exchange, you must keep the records for the old property, as well as for the new property, until the period of limitations expires for the year in which you dispose of the new property in a taxable disposition. File 2009 taxes turbotax For more information on basis, see chapter 6. File 2009 taxes turbotax Records for nontax purposes. File 2009 taxes turbotax   When your records are no longer needed for tax purposes, do not discard them until you check to see if you have to keep them longer for other purposes. File 2009 taxes turbotax For example, your insurance company or creditors may require you to keep them longer than the IRS does. File 2009 taxes turbotax Prev  Up  Next   Home   More Online Publications
Print - Click this link to Print this page

Contact My Local Office in Texas

Face-to-face Tax Help

IRS Taxpayer Assistance Centers (TACs) are your source for personal tax help when you believe your tax issue can only be handled face-to-face. No appointment is necessary.

Keep in mind, many questions can be resolved online without waiting in line. Through IRS.gov you can:
• Set up a payment plan.
• Get a transcript of your tax return.
• Make a payment.
• Check on your refund.
• Find answers to many of your tax questions.

We are now referring all requests for tax return preparation services to other available resources. You can take advantage of free tax preparation through Free File, Free File Fillable Forms or through a volunteer site in your community. To find the nearest volunteer site location or to get more information about Free File, go to the top of the page and enter “Free Tax Help” in the Search box.

If you have a tax account issues and feel that it requires talking with someone face-to-face, visit your local TAC.

Caution:  Many of our offices are located in Federal Office Buildings. These buildings may not allow visitors to bring in cell phones with camera capabilities.

Multilingual assistance is available in every office. Hours of operation are subject to change.

Before visiting your local office click on "Services Provided" in the chart below to see what services are available. Services are limited and not all services are available at every TAC office and may vary from site to site. You can get these services on a walk-in basis.

City Street Address Days/Hours of Service Telephone*
Abilene 341 Pine St.,
Rm. 2301
Abilene, TX 79601

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(325) 676-5709
Amarillo 7201 W. Interstate 40
Ste. 105
Amarillo, TX 79106

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

Services Provided

(806) 359-2160

Austin 825 E. Rundberg Ln.
Austin, TX 78753

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(512) 499-5127
Beaumont 350 Pine St.
Beaumont, TX 77701

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 12:00 noon -1:00 p.m.)

 

Services Provided

(409) 981-5760
Corpus Christi 555 N. Carancahua St.
Corpus Christi, TX 78401

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

Services Provided

(361) 903-1919
Dallas 1100 Commerce St.,
Rm. 121
Dallas, TX 75242

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(214) 413-6010
El Paso 700 E. San Antonio
El Paso, TX 79901

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(915) 834-6508
Farmers Branch  4050 Alpha Rd.,
Rm. 170
Farmers Branch, TX 75244 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

 (214) 413-6010  
Ft. Worth  819 Taylor St.,
Rm. 6A14
Ft. Worth, TX
76102 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(817) 978-3477 
Harlingen  1810 Hale Ave.
Harlingen, TX 78550 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

Services Provided

(956) 365-5185 
Houston
(Downtown) 
1919 Smith St.
Houston, TX 77002 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(281) 721-7021 
Houston (NW)  12941 I45 N
Houston, TX 77060 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(281) 721-7021 
Houston (SE)  8876 I45 S
Houston, TX 77017 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(281) 721-7021 
Houston (SW)  8701 S. Gessner
Houston, TX 77074 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(281) 721-7021 
Longview   1800 NW Loop 281
Longview, TX 75604 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

**This office will be closed 3/31**

 

Services Provided

(903) 297-3142 
Lubbock  1205 Texas Ave.,
Rm. 406
Lubbock, TX 79401 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(806) 472-7582 
Midland  1004 N. Big Spring
Midland, TX 79701 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(432) 686-9977 
San Angelo  33 E. Twohig
San Angelo, TX 76903 

Tuesday - 10:30 a.m.- 4:30 p.m.
Wednesday - 8:30 a.m.- 4:30 p.m.
Thursday - 8:30 a.m.- 1:00 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(325) 653-0082 
San Antonio  8626 Tesoro Dr. 
San Antonio, TX 78217 

Monday-Friday - 8:30 a.m.- 4:30 p.m.

 

**This office will be open until 6:00 p.m. on 4/14 & 4/15**

 

Services Provided

(210) 841-2090 
Texarkana  500 N. Stateline St.
Texarkana, TX 75501 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.-1:30 p.m.)

 

Services Provided

(903) 794-8214 
Tyler 

909 ESE Loop 323, 
Rm. 300
Tyler, TX  75701 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(903) 561-2732 
Waco  6801 Sanger Ave.,
Ste. 1000
Waco, TX 76710 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.) 

 

Services Provided

(254) 741-2312 
Wichita Falls  4309 Jacksboro Hwy.
Wichita Falls, TX 76302 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 1:00 p.m.- 2:00 p.m.)

 

Services Provided

(940) 766-6317 

* Note: The phone numbers in the chart above are not toll-free for all locations. When you call, you will reach a recorded business message with information about office hours, locations and services provided in that office. If face-to-face assistance is not a priority for you, you may also get help with IRS letters or resolve tax account issues by phone, toll free at 1-800-829-1040 (individuals) or 1-800-829-4933 (businesses).
 

For information on where to file your tax return please see Where to File Addresses.

The Taxpayer Advocate Service: Within Texas call:

 Austin  (512) 499-5875
 Dallas  (214) 413-6500
 Houston  (713) 209-3660

 Call 1-877-777-4778 elsewhere, or see Publication 1546, The Taxpayer Advocate Service of the IRS.

For further information, see Tax Topic 104.

Partnerships

IRS and organizations all over the country are partnering to assist taxpayers. Through these partnerships, organizations are also achieving their own goals. These mutually beneficial partnerships are strengthening outreach efforts and bringing education and assistance to millions.

For more information about these programs for individuals and families, contact the Stakeholder Partnerships, Education and Communication Offices at:

Internal Revenue Service
300 E. 8th St., Stop; 6610 AUS
Room 478
Austin, TX 78701

Internal Revenue Service
8700 Tesoro Drive
Stop 6610 SANC
San Antonio, TX 78217

Internal Revenue Service
700 E. San Antonio, Rm C-101 MC
6610 ELP'
El Paso, TX 79901

Internal Revenue Service
1205 Texas Ave., MC 4208 LUB
Lubbock, TX 79410

Internal Revenue Service
1100 Commerce St.
MC 6610 DAL/Rm 1021 
Dallas, TX 75424

Internal Revenue Service
8701 S. Gesner, Stop 6610-Hal
Houston, TX 77074

For more information about these programs for businesses, your local Stakeholder Liaison office establishes relationships with organizations representing small business and self-employed taxpayers. They provide information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. To establish a relationship with us, use this list to find a contact in your state:

Stakeholder Liaison (SL) Phone Numbers for Organizations Representing Small Businesses and Self-employed Taxpayers.

Page Last Reviewed or Updated: 31-Mar-2014

The File 2009 Taxes Turbotax

File 2009 taxes turbotax Publication 915 - Introductory Material Table of Contents Reminders IntroductionOrdering forms and publications. File 2009 taxes turbotax Tax questions. File 2009 taxes turbotax Useful Items - You may want to see: Reminders Future developments. File 2009 taxes turbotax  The IRS has created a page on IRS. File 2009 taxes turbotax gov for information about Publication 915, at www. File 2009 taxes turbotax irs. File 2009 taxes turbotax gov/pub915. File 2009 taxes turbotax Information about any future developments affecting Publication 915 (such as legislation enacted after we release it) will be posted on that page. File 2009 taxes turbotax Photographs of missing children. File 2009 taxes turbotax  The Internal Revenue Service is a proud partner with the National Center for Missing and Exploited Children. File 2009 taxes turbotax Photographs of missing children selected by the Center may appear in this publication on pages that would otherwise be blank. File 2009 taxes turbotax You can help bring these children home by looking at the photographs and calling 1-800-THE-LOST (1-800-843-5678) if you recognize a child. File 2009 taxes turbotax Introduction This publication explains the federal income tax rules for social security benefits and equivalent tier 1 railroad retirement benefits. File 2009 taxes turbotax It is prepared through the joint efforts of the Internal Revenue Service (IRS), the Social Security Administration (SSA), and the U. File 2009 taxes turbotax S. File 2009 taxes turbotax Railroad Retirement Board (RRB). File 2009 taxes turbotax Social security benefits include monthly retirement, survivor, and disability benefits. File 2009 taxes turbotax They do not include supplemental security income (SSI) payments, which are not taxable. File 2009 taxes turbotax Equivalent tier 1 railroad retirement benefits are the part of tier 1 benefits that a railroad employee or beneficiary would have been entitled to receive under the social security system. File 2009 taxes turbotax They are commonly called the social security equivalent benefit (SSEB) portion of tier 1 benefits. File 2009 taxes turbotax If you received these benefits during 2013, you should have received a Form SSA-1099, Social Security Benefit Statement, or Form RRB-1099, Payments by the Railroad Retirement Board, showing the amount. File 2009 taxes turbotax (If you are a nonresident alien, you should have received Form SSA-1042S, Social Security Benefit Statement, or Form RRB-1042S, Statement for Nonresident Alien Recipients of: Payments by the Railroad Retirement Board. File 2009 taxes turbotax ) Note. File 2009 taxes turbotax When the term “benefits” is used in this publication, it applies to both social security benefits and the SSEB portion of tier 1 railroad retirement benefits. File 2009 taxes turbotax What is covered in this publication. File 2009 taxes turbotax   This publication covers the following topics: Whether any of your benefits are taxable, How much is taxable, How to report taxable benefits, How to treat lump-sum benefit payments, and Deductions related to your benefits, including a deduction or credit you can claim if your repayments are more than your gross benefits. File 2009 taxes turbotax The Appendix at the end of this publication explains items shown on your Form SSA-1099, SSA-1042S, RRB-1099, or RRB-1042S. File 2009 taxes turbotax What is not covered in this publication. File 2009 taxes turbotax   This publication does not cover the tax rules for the following railroad retirement benefits: Non-social security equivalent benefit (NSSEB) portion of tier 1 benefits, Tier 2 benefits, Vested dual benefits, and Supplemental annuity benefits. File 2009 taxes turbotax For information on these taxable pension benefits, see Publication 575, Pension and Annuity Income. File 2009 taxes turbotax   This publication also does not cover the tax rules for foreign social security benefits. File 2009 taxes turbotax These benefits are taxable as annuities, unless they are exempt from U. File 2009 taxes turbotax S. File 2009 taxes turbotax tax or treated as a U. File 2009 taxes turbotax S. File 2009 taxes turbotax social security benefit under a tax treaty. File 2009 taxes turbotax Comments and suggestions. File 2009 taxes turbotax   We welcome your comments about this publication and your suggestions for future editions. File 2009 taxes turbotax   You can write to us at the following address: Internal Revenue Service Tax Forms and Publications Division 1111 Constitution Ave. File 2009 taxes turbotax NW, IR-6526 Washington, DC 20224   We respond to many letters by telephone. File 2009 taxes turbotax Therefore, it would be helpful if you would include your daytime phone number, including the area code, in your correspondence. File 2009 taxes turbotax   You can send your comments from www. File 2009 taxes turbotax irs. File 2009 taxes turbotax gov/formspubs/. File 2009 taxes turbotax Click on “More Information” and then on “Comment on Tax Forms and Publications”. File 2009 taxes turbotax   Although we cannot respond individually to each comment received, we do appreciate your feedback and will consider your comments as we revise our tax products. File 2009 taxes turbotax Ordering forms and publications. File 2009 taxes turbotax   Visit www. File 2009 taxes turbotax irs. File 2009 taxes turbotax gov/formspubs/ to download forms and publications, call 1-800-TAX-FORM (1-800-829-3676), or write to the address below and receive a response within 10 days after your request is received. File 2009 taxes turbotax Internal Revenue Service 1201 N. File 2009 taxes turbotax Mitsubishi Motorway Bloomington, IL 61705-6613 Tax questions. File 2009 taxes turbotax   If you have a tax question, check the information available on IRS. File 2009 taxes turbotax gov or call 1-800-829-1040. File 2009 taxes turbotax We cannot answer tax questions sent to either of the above addresses. File 2009 taxes turbotax Useful Items - You may want to see: Publication 505 Tax Withholding and Estimated Tax 575 Pension and Annuity Income 590 Individual Retirement Arrangements (IRAs) Forms (and Instructions) 1040-ES Estimated Tax for Individuals SSA-1099 Social Security Benefit Statement RRB-1099 Payments by the Railroad Retirement Board W-4V Voluntary Withholding Request See How To Get Tax Help near the end of this publication for information about getting these publications and forms. File 2009 taxes turbotax Prev  Up  Next   Home   More Online Publications