Tax Resources and Updates

Major changes to the 2018 Tax Forms from the IRS

IRS TFOP ALERT - 09/27/2018

Following the most expansive tax law changes in 30 years, the IRS created a shorter, simpler Form 1040 for the 2019 tax season. The new Form 1040 will replace the current Form 1040 as well as the Form 1040A and the Form 1040EZ. 

The new Form 1040 uses a "building block" approach, in which the tax return is reduced to a simple form. That form can be supplemented with additional schedules if needed. Taxpayers with straightforward tax situations would only need to file this new 1040 with no additional schedules. 

 The IRS will distribute the Form 1040 and Schedules 1-6 as package 1040. The package 1040 will include one copy of the new Form 1040 along with one copy of the schedules. The instructions for Form 1040 will distributed separately. 

Package 1040 Contents:

· Form 1040—U.S. Individual Income Tax Return

· Schedule 1—Additional Income & Adjustments to Income

· Schedule 2—Tax (Additional  Taxes)

· Schedule 3—Non-Refundable Credits

· Schedule 4—Other Taxes

· Schedule 5—Other Payments and Refundable Credits

· Schedule 6—Foreign Address and Third-Party Designee

Tax Resources

IRS 

ONLINE: www.irs.gov is available 24/7 for online services and help, viewing and downloading tax forms and publications, and online ordering of tax forms and publications. 

PHONE: Live telephone help is available from Monday - Friday, 7am-10pm local time. 1-800-829-1040; 1-800-829-4059(TDD/TTY)

ORDERING TAX FORMS: Receive your order within 10 working days. 1-800-TAX-FORM (1-800-829-3676)

INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS -  an ITIN is a tax processing number, issued by the Internal Revenue Service, for certain resident and nonresident aliens, their spouses, and their dependents. Are you eligible? 

NATIONAL TAXPAYER ADVOCATE HELPLINE 1-877-777-4778

CALIFORNIA FRANCHISE TAX BOARD