Section J - L.2.2 WebSite Helpdesk Appendix B_Canned Responses_v4.0.rtf

RTF text file 2 MB Posted Jan 21, 2010

Attached to: Managed Services for Internal Revenue Service (IRS) Enterprise Portals
Solicitation number: TIRNO-09-R-00051
Issued by: Department of the Treasury Internal Revenue Service

About this file

From the source

Appendix B

Text of this file

Attachment 1 B-79

Attachment L.2.2 Appendix B: Canned Responses – Chat and E-mail For Proposal Purposes Only

Chat Language Folder Folder Name Response Name Response Text

English Sales Tax Deduction Sales Tax Deduction Calculator FAQs - 010208 The Sales Tax Deduction Calculator assists individual taxpayers to estimate their optional general sales tax deduction. Frequently asked questions pertaining to the Sales Tax Deduction Calculator are available on the http://www.irs.gov website.

To get to the "Sales Tax Deduction Calculator – Frequently Asked Questions" page, visit: http://www.irs.gov/individuals/article/0,,id=165707,00.html English Mod IEIN Technical Difficulties - Reference Code 109 (2 of 6)-123107 At what page in the process did you receive the error page?

The date and time, you received the error page

What type of Entity are you requesting an EIN for (Sole Proprietor, Corporation, Trust, Estate, etc.)?

English Mod IEIN Technical Difficulties - Reference Code 109 (6 of 6)-010208 If you continue to experience technical difficulties applying for an EIN online, please call our toll-free tax assistance line Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time (AK & HI follow Pacific Time) at: 1-800-829-4933; TTY/TDD: 1-800-829-4059

For assistance outside the U.S. call 215-516-2000 (not a toll-free call), Monday- Friday 6:00 a.m. – 11:00 p.m. Eastern Time.

English Mod IEIN Technical Difficulties - Reference Code 109 (5 of 6)-010208

1. Do not input any information in the City and State fields, except for the City and State. Any other address information, such as suite or apartment numbers, etc., must be entered in the Street field. (Use abbreviations if necessary to make the address fit on one line).

2. Do not input a hyphen in any City field. Our processing systems cannot recognize a hyphenated city name.

3. We have experienced some short-term system outages that have prevented us from completing the assignment of an EIN, please try submitting your application again.

English Mod IEIN Technical Difficulties - Other Reference Codes ( 3 of 4)-010208 What Web browser are you using?

What version of your Web browser are you using?

Please e-mail this information to us at: irs.gov.website.helpdesk@speedymail.com and attach a screen shot or image of the “Technical Difficulties” error page you received, if available.

English Mod IEIN Technical Difficulties - Reference Code 109 (4 of 6)-123107 Additionally, we have identified a few issues that can result in the error page you received; please follow the steps below to resolve the error.

English Mod IEIN Technical Difficulties - Reference Code 109 (3 of 6)-123107 What Web browser are you using?

What version of your Web browser are you using?

Please e-mail this information to us at: irs.gov.website.helpdesk@speedymail.com and attach a screen shot or image of the “Technical Difficulties” error page you received, if available.

English Mod IEIN Technical Difficulties - Other Reference Codes (4 of 4) - 123107 If you continue to experience technical difficulties applying for an EIN online, please call our toll-free tax assistance line Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time (AK & HI follow Pacific Time) at: 1-800-829-4933; TTY/TDD: 1-800-829-4059

For assistance outside the U.S. call 215-516-2000 (not a toll-free call), Monday- Friday 6:00 a.m. – 11:00 p.m. Eastern Time.

English Mod IEIN Technical Difficulties - Reference Code 109 (1 of 6)-123107 In order to research and resolve the problem that you are experiencing, please provide the following additional information:

English Mod IEIN Technical Difficulties - Other Reference Codes (2 of 4)-123107 At what page in the process did you receive the error page?

The date and time, you received the error page

What type of Entity are you requesting an EIN for (Sole Proprietor, Corporation, Trust, Estate, etc.)?

English Forms Alternative File Formats for Forms/Publications-121807 Information regarding the file formats currently used by the IRS can be found at http://www.irs.gov/formspubs/article/0,,id=128821,00.html. We apologize, but due to limited resources, the IRS is unable to offer our forms in any other format at this time. However, there may be commercial software available that provides the necessary tools to convert or save PDF files for the file format requested.

English Forms Early Release of Draft Forms-121807 Early release of Draft Forms is available on the Tax Professionals Corner area of the IRS Web site at http://www.irs.gov/taxpros/lists/0,,id=97782,00.html [ Redirects you to http://www.irs.gov/app/picklist/list/draftTaxForms.html ]. The posting of draft forms generally begins in May of each year. All draft forms are in the Portable Document Format (PDF) which requires the free Adobe Acrobat Reader software available from http://www.adobe.com. From this site, click on the link that states, "Get Acrobat Reader" and follow the instructions for downloading and installing the free program, which will allow you to view PDF files online or off-line.

If you would like to send the IRS a comment concerning the draft release of forms or for an official forms release schedule, please visit http://www.irs.gov/taxpros/lists/0,,id=97782,00.html [ Redirects you to http://www.irs.gov/app/picklist/list/draftTaxForms.html ].

Forms Download New Revisions (1 of 2) - 121807 Unfortunately, the new current year form you are requesting is not yet available for downloading at this time. The Web site is continually updated to include as many forms as possible. You are welcome to check back to the following Web page in the future to see if the form becomes available. http://www.irs.gov/formspubs/lists/0,,id=97817,00.html [ Redirects you to http://www.irs.gov/app/picklist/list/formsInstructions.html ] English Forms Download New Revisions (2 of 2) - 121807 You may also check our official release schedule at the following Web page. http://www.irs.gov/formspubs/article/0,,id=103641,00.html

Otherwise, you are welcome to order the forms by mail. Instructions on this process can be found at the following Web page. http://www.irs.gov/formspubs/page/0,,id=10768,00.html

Forms Forms Release Schedule - 010908 The Estimated Posting Schedule for Tax Products, which shows the date we plan to post the next revision of our tax products, can be found at: http://www.irs.gov/formspubs/article/0,,id=103641,00.html. The schedule will be updated the last week of each month through September, and weekly, October through February.

Final tax products are posted on our Forms and Publications page: http://www.irs.gov/formspubs/lists/0,,id=97817,00.html [ Redirects you to http://www.irs.gov/app/picklist/list/formsInstructions.html ].

If you need more information on the status of a tax product, please e-mail us at *postingschedule@irs.gov. Note: the asterisk * is part of the e-mail address.

eServices Available Services within e-Services-122007 The service you describe is a part of our suite of e-Services, and we recommend you consider registering for this IRS feature. For more information on the different e-Services available or to register, please do the following:

1. Go to http://www.irs.gov.

2. Enter the keyword e-Services in the box titled IRS keyword. This is located in the banner bar at the top of the page.

3. Click Go.

A page titled "e-services - Online Tools for Tax Professionals" will appear. The list on the page will provide you with all of the information that you need.

eServices e-Services Outage-121807 Our technical team is currently working on our e-Services application. We anticipate that it will be available again shortly. Please feel free to check back with us in a few hours. We apologize for the inconvenience and appreciate your patience.

English eServices e-Services Registration / Personal Information-121807 We appreciate your visit to our Web site. Our registration process involves requesting personal and taxpayer data for the sole purpose of authenticating your identity. The IRS will compare the information you provide with the information received from the Social Security Administration (SSA) and with the tax return information you previously filed. We will issue a registration confirmation code to you via the U.S. Postal Service, if the information you provide matches our data. You must log back into the e-Services Web site within 28 days of your registration submission and enter this confirmation code to complete the registration process.

English eServices Forward to e-Services-121707 This department assists consumers in their navigation of http://www.IRS.gov. Unfortunately, I am unable to answer your specific e-Services questions. To address your specific concerns, please contact the e-Services Hotline at 1-866-255-0654.

If you are unable to call 800 numbers or are outside of the United States, please contact the International e-Services Hotline at 512-416-7750. We apologize for any inconvenience.

Escalations Feedback - Negative IRS Employee (FYI Only)-121707 We apologize that you had an unsatisfactory experience with an IRS employee. Customer service at the IRS is a top priority. Please rest assured that your feedback is being forwarded to the appropriate department for handling.

English Escalations Feedback - Positive IRS Employee (FYI Only)-121707 We appreciate your complimentary feedback about an IRS employee. Great customer service is a top priority at the IRS. We are forwarding your comments to the employee’s supervisor for recognition.

English Escalations Feedback (Response Required ) -121707 We appreciate your feedback about our Web site. We are forwarding your comments to the appropriate department for review.

English Escalations General Suggestion - Feedback (FYI Only)-121707 We appreciate your feedback about our Web site. We are forwarding your comments to the appropriate department for consideration.

English Exempt Org Exempt Organization Referral - 080508 This department assists Web site visitors in their navigation of http://www.IRS.gov. Unfortunately, I am unable to answer specific tax questions. To address your specific concerns, please contact Tax Exempt and Government Entities (TE/GE) Customer Account Services at 1-877-829-5500.

English Exempt Org Form 8871/8872-080508 You may direct your technical and procedural questions concerning charities and other non-profit organizations to Tax Exempt and Government Entities (TE/GE) Customer Account Services at 1-877-829-5500.

English Exempt Org Referral - Exempt Org Customer Service - 080508 All of the available information on the Web site that pertains to charities and non-profits can be accessed via the following page: http://www.irs.gov/charities/index.html

Please review the links within the left-hand column of the page above to navigate this section of our Web site. If you have a specific question or are in need of further assistance, please call Tax Exempt and Government Entities (TE/GE) Customer Account Services at 1-877-829-5500.

Free File Fillable Forms - Electronic Signatures 022609 Thank you for contacting the IRS Web Site Help Desk.

The purpose of the IRS Web Site Help Desk is to assist Web site visitors in the navigation of http://www.irs.gov and to troubleshoot technical issues regarding the Web site. The IRS recently upgraded portions of the web site to make locating tax products easier.

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Beginning this year all electronic tax returns must be signed using a 5 digit self select Personal Identification Number (PIN) that can be any combination of number except 5 zeros or 12345. This PIN must be authenticated one of two ways. If you used a PIN last year you may enter that PIN as an authenticator. If you did not use a PIN last year or you forgot your PIN you may use the Adjusted Gross Income (AGI) from last years return. If you are filing a joint return with the same spouse as last year, you may use the same AGI for both signatures. If your spouse filed separately form you last year they must use the AGI from their tax return.

a. When you are finished inputting your return, you can click the "eFile" button on the top right hand corner of the web page

b. If you have any, make sure you input all of your Form W-2 and Form 1099-R information. Click on the "Add" button to input the information

c. Scroll down the page and input the following information: (If you are filing with a spouse each spouse needs to be input this information

1. Your 2007 Adjusted Gross Income

2. A 5 digit number that will act as your PIN number

3. If you used a PIN last year and know what it was you may enter your 2007 PIN. If not, enter your

2007 Adjusted Gross Income

4. Enter your date of birth

5. Enter the date you will fill the return (only need to add this once since both spouses on the return will be filing at the same time).

6. Accept the disclosure statement

If you are getting a refund:

d. Input any bank information if you want your refund direct deposited

If you owe taxes and wish to pay them through a one time debit.

e. Accept the electronic disclosure statement

Once all of the information has been correctly input, the "efile now" button will become active. Click this button to e-file your return

I hope this helps you.

Free File Fillable Forms - Error 0293 - 021609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 293 relates to the formatting of the Form 1099R Payer Identification Number. The first two digits must equal a valid District Office Pay Code.

Please make sure that the ID number is typed exactly as it appears on Form 1099R with no additional spaces or breaks before or after the hyphen

We hope that this information solves your issue and appreciate your patience.

Free File Fillable Forms - Error 0290 - 021609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 290 relates to the inputting of specific Form 1099R information on the Form 1099R template.

There are several factors may have caused this error.

a. The State abbreviation may be wrong

Make sure that both letters are in a capital letter format

b. The zip code is incorrect for the city that is shown on the Form 1099R

Check the zip code and make sure that:

1. It is input exactly as written on Form 1099R

2. If you are using the 9 digit zip code, that there are no spaces before or after the hyphen. (The template will properly format the zip code without inputting the hyphen)

We hope that this information solves your issue and appreciate your patience. If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on IRS.gov or printing your return and filing by paper.

Fillable Forms - Error 0189 - 021609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 189 relates to your adjustments to income. This error states that if there is a number on line 36 (Total Adjustments) of Form 1040, then there must also be a number in at least one of lines 23 to 35 (Adjustments to income).

Please go back into your return and make sure that the proper line items are input into lines 23 through 35. If there are attached forms please make sure that the proper value from the attached form is carried over to the Form 1040. Not all forms will do automatic updates.

When you have finished, click the "Do the Math" button to update the values shown. Once you have done this, please review the remainder of your return for anything that may have adjusted due to any change in your Adjusted Gross Income

We hope that this information solves your issue.

Free File Fillable Forms - Error 0186 - 021609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error Code 186 deals with the home office expense deduction (Form 8829) related to your schedule C. The total amount of home office expense shown on line 35 of the Form 8829 must equal the amount on line 30 of Schedule C. If you have more than one Home Office Deduction or Schedule C the total amount of line 35 from all of your Forms 8829 must equal the total amount on line 30 from all of your schedule Cs.

Note: The total home office expense from Form 8829 must be manually input on line 30 of Schedule C. This line will not self populate.

Fillable Forms - Error 0181 - 021609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you. Based on the information you provided, we understand that you received an Error Code 0181 related to your electronic tax return.

Error coded 0181 states that if your Schedule C line 32b is checked then Form 6198 or Form 8582 must be present on the return.

Free File Fillable Forms - Error 0160 - 021609

Error code 0160 relates to your standard deduction on your Form 1040EZ.

If you are filing a joint return and both taxpayers are claiming a personal exemption, the total standard deduction and personal exemption amount can not exceed the amount shown on the left side of the page for the Married Filing Jointly filing status.

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on http://www.irs.gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Free File Fillable Forms - Error 0159 - 021609

Error code 0159 relates to standard deduction amount and personal exemption amount that is shown on Form 10401EZ as it applies to the number of exemptions claimed.

If you are are single or married and nobody can claim yourself or your spouse (if married), enter the applicable amount identified on line 5. If either you or your spouse are claimed by somebody else as a dependent, you must click the correct box on line 5 and then complete the worksheet in the Form 1040EZ instructions in order to compute the proper deduction.

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on IRS.gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Fillable Forms - Error 0139 - 021609

Error code 0139 relates to the matching of your Social Security Number (SSN) between your Form W-2 and your tax return.

To fix this error:

a.) Open your tax return b.) Open the "e-File" page c.) Check that the SSN or ITIN information shown on your Forms W-2 was input correctly. If your Form W-2 has and ITIN and you tax return uses a Social Security Number, it will still process properly.

d.) Resubmit your return

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on http://www.irs.gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Free File Fillable Forms - 0134 - 021609

Error code 0134 relates to the standard deduction taken on Forms 1040 or 1040A.

a.) Check to see if either you or your spouse can be claimed by another person b.) If you are not itemizing your deductions,

1. Check that the standard deduction that you've taken matches your filing status.

2. If somebody else is claiming you or your spouse as a dependent, you must complete the worksheet in the instructions to compute the correct standard deduction

3. If you are including "Real Estate Taxes" or "Disaster Losses" use the worksheet in the instructions to computer your correct standard deduction c.) If you are itemizing yoru deductions please make sure that total from Schedule A matches the amount show on line 40 of Form 1040

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on http://www.irs.gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Fillable Forms - Error 0123 - 021609

Error code 0123 relates to missing specific information from your Form W-2. Prior to filing your return, you are asked to input information from you W-2. The following information must be input for each Form W-2 that you have.

Name of Reporting Agent or Employer, Employer Address, Employee Name, Employee Address;

Employee City, Employee State, Employee Zip Code, and

Wages.

If any of the above information is missing, your return can not be processed and will be rejected. Please log back into your return and check the Form W-2 template at the end of the program and make sure that all of the information is included.

Also make sure that any remaining fields are completed. The Form W-2 template should have all of the information contained on your actual Form W-2

If your return continues to reject, you may, if you qualify, consider using the Free File program on IRS.gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Free File Fillable Forms - Error 0122 - 021609

Error code 0122 states that the first two numbers of the Employer Identification number (Box b on Form W-2) is not correct or that it does not match the name listed on (Line 1 of box c on Form W-2)

Please check all of your Forms W-2 and make sure that they are accurate. If they are accurate you may contact your employer to make sure that the numbers and names are correct.

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on http://www.irs. gov or printing your return and filing by paper.

Because I do not have access to your tax return I regret that I can not be more specific in my response.

Fillable Forms - Input Form W2-G - 021109

The purpose of the IRS Web Site Help Desk is to assist Web site visitors in the navigation of www.irs.gov and to troubleshoot technical issues regarding the Web site. The IRS recently upgraded portions of the web site to make locating tax products easier.

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

This form is to be prepared by state governments and issued to recipients of unemployment compensation, state local refunds, taxable grants and agriculture department payments.

Any taxable income shown on Form 1099G should be input into the correct lines on Form 1040 or Form 1040A.

After you complete your Fillable Forms tax return, will start the e-file process where you are asked to input your Forms W-2 or 1099R into the template. As part of the electronic filing process, any Forms W-2 or 1099-R information used to complete the tax return must be transmitted along with the tax return. Form W-2 G must be attached if there are federal withholdings present on the form.

To input your Form W2-G,

1. Click on the e-file button to go to the e-file screen

2. Click on the "Add" button to add a Form W-2

3. On the upper right hand corner of the Form W-2, click on the "Add" button to change the Form to a Form W2-G

4. Complete all of the information and click "Done with this Form"

5. If you have additional Forms W-2 or W-2G, click on the "Add" button for Form W-2

6. Click on the bottom button of the pop up screen to add additional forms English Free File Fillable Forms - Error 0103 - 021109

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error Code 103 states that the total federal income tax withheld on your tax return, does not match the total withholdings shown on your Forms W-2.

To fix this error

1. Add all of the federal withholdings from Box 2 of all of your Forms W-2

2. Add all of the federal withholdings from Box 4 of all of your Forms 1099R

3. Make sure that these amounts are correctly shown in the Forms W-2 and 1099R templates on the e-file page. If you did not input information into these templates, click the "Add" button and enter these amounts

4. Make sure the total withholdings from your Forms W-2 and 1099R is equal to the total federal withholdings on your return

If you have Forms 1099G or SSA 1099s that have withholdings, and that these withholdings are causing the total to be more than the Forms W-2 and 1099R, we are working on this problem and expect to hvae it fixed soon.

If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on IRS.gov or printing your return and filing by paper.

Fillable Forms - Error 0066 - 021109

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 0066 states that all of the information necessary to process your dependent was not included on the return.

a.) Return to the dependent section of the return b.) Make sure that all of information is filled in including

1. First name

2. Last name

3. Social Security Number

4. Relationship (please see the instructions for the relationship options)

5. If the child qualifies for the Child Tax Credit, click the box

We hope that this information solves your issue. If, after making these corrections, your return continues to reject, you may, if you qualify, consider using the Free File program on http://www.irs.gov or printing your return and filing by paper.

Free File Fillable Forms - Error 0037 - 021109

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 0037 states that the total number of exemptions shown on your return does not match the number of names shown on your tax form.

a.) Make sure that you check the box to claim yourself and your spouse (if applicalble) as a dependent b.) After entering all of your dependents, make sure that you enter the correct number on the lines immediately to the right of the dependent boxes

1. Number of children who lived with you

2. The number of children who did not live with you due to separation or divorce

3. Any dependents not mentioned above c.) Click "Do the Math" d.) The total number of dependents should match the total for yourself and your spouse and any dependents you are claiming

Fillable Forms - calculating losses on Schedule C Dear ______

Thank you for contacting the IRS Web Site Help Desk. I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

At the current time, if, after clicking "Do the Math", the amount on Schedule C line 29 (Tentative profit or loss) results in a loss, the loss will not not carry down to line 31 and will not carry over to the Form 1040.

To fix this problem:

1. Check the correct box on line 32a or 32b to show whether your investment is at risk

2. Enter the loss amout on line 31 as a negative amount.

3. Click on "Do the Math"

4. Click on "Done With This Form"

Your loss should now carry over to your Form 1040. If you have more than one Schedule C, be sure to follow the instructions for reporting a loss for any Schedule Cs that have a loss. The program will add the net profit or loss from all of the Schedule Cs and report them on Form 1040.

Sincerely, The IRS Web Site Help Desk English Free File Fillable Forms - Changing Account Information-020409

Thank you for contacting the IRS Web Site Help Desk. I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

To change your account information, click on the "Update Account Information" link on the bottom right hand corner of the sign in screen. Input your password and and account screen will appear. On this account screen you will be given 4 choices:

1. Changing your user ID

2. Changing your password

3. Changing your security question

4. Changing your e-mail address

Click on the appropriate link and follow the instructions to make the necessary changes. Click "Save" when finished.

Sincerely, The IRS Web Site Help Desk

Fillable Forms Form Printing Issues - 012909 The program will not print a form until it has a direct effect on the primary form. For example. If a taxpayer has filled in Schedule D but has not pressed the "Do the Math" button and the capital gain amount has not flowed to the Form 1040, there is no connection to the form and it will not print. Once a line item appears on the return that has been imported from another form, it will print.

Here's the solution

• Fill in the form or schedule

• Click on "Do the Math"

• Click on "Done with this Form"

• Check to make sure that the number has flowed from the Form to the primary form.

• Click "Print"

• Scroll down and make sure that the form is displayed in the print window

• Click "Print" English Free File Is this really the site I am supposed to use? 011909 Yes, http://www.freefilefillableforms.com [ Redirects you to http://www.irs.gov ] is really the site I am supposed to use. Free File Tax Forms is the tool for you? If you are comfortable filling out the forms and schedules without software help or assistance. If you are not comfortable with this method, you may want to consider choosing Choose a Free File Tax Software program. Go to IRS Free File landing page.

Free File Tax Forms provides individual taxpayers with a comparable experience to paper forms, in an electronic environment, on the computer. This FREE, forms-based program allows taxpayers to choose the federal income tax forms and schedules they need, fill in information, e-file and sign the return electronically, and print for record keeping. Free File Tax Forms is made available by the IRS through the Free File program with the Free File Alliance.

Free File How do I reset my password? 011909 Go to http://www.freefilefillableforms.com [ Redirects you to http://www.irs.gov ] and access the forgot user name/password link at the left hand bottom of the page. Follow the instructions.

English Free File How is http://www.freefilefillableforms.com different from choosing a Free File tax software program? 011909 There are no income limitations. Therefore, if you don't qualify for one of the Free File software products, you can use Free File Fillable Forms to file your return online. Free File Tax Forms is designed for those who prepare their own paper returns without the assistance of a tax return preparer or tax preparation software. Free File Fillable Forms allows taxpayers to select and complete their tax forms online, using the computer, and then either electronically file (e-file) over the Internet or print their returns. Unlike paper returns, Free File Tax Forms provides basic math calculations and basic field error checking. E-filed returns are typically processed by the IRS in 24-48 hours and taxpayers receive their refunds in less time, compared to pencil and paper returns.

English Free File How do I get my data removed? 011909 Your data will be deleted automatically on October 21, 2009. (If the taxpayer asks that they want it removed immediately, then help desk would need to escalate to Free File team and then Free File team would report the request to Free File Alliance.

English Free File Who is holding on to my data? 01192009 Http://www.freefilefillableforms.com. You may obtain more information by accessing the terms of service, a link shown at the bottom of the http://www.freefilefillableforms.com page.

English Free File How long will my tax return account information be available? 011909 Your http://www.freefilefillableforms.com [ Redirects you to http://www.irs.gov ] account information will be available through October 20, 2009.

Fillable Forms - Form Error (Error Code 370) 012609

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

Error code 0370 relates to the status of a qualifying child for the purposes of computing the Earned Income Tax Credit and Child Tax Credit. If you believe that your dependent is a qualifying child for either the earned income tax credit, or child tax credit please check your return to see if you have the correct information and that it is spelled correctly. On line 6c (3) under "Dependents relationship to you". You must have one of the following relationships:

Child

Son

Daughter

Grandchild

Sister

Brother

Neice

Nephew

FosterChild and Dependent's age must be under 17

If you are filing Form 8901 "Information on Qualifying Children Who Are Not Dependents" for purposes of the Child Tax Credit, the relationship in column C must be the same as shown above.

If you have anything different in the relationship box, the Earned Income Tax Credit will not compute.

Free File Fillable Forms - Form Error (Error Reject Code 0010) 012609

If you received an Error Reject Code 0010 for the Free File Fillable Forms, you may now re-submit your return. You received this error due to a maintenance change which has now been resolved. This Error Reject Code was not related to the content of your federal income tax return. We apologize for any inconvenience or delays this may have caused you.

Free File Fillable Forms - No Information Input 012609 Dear ______

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

The fillable forms program is designed not to allow a return to be filed unless all of the necessary information (including mathematical calculations) have been completed. Without being able to see the tax return is not possible to identify the specific problem. Below are some of the more common mistakes that are made when completing the fillable forms program. Please check the following to see that they are all complete:

Forms 1040 / 1040A / 1040EZ

• All income items are input

• The Gross Income has been calculated

• Any adjustments to income (Form 1040) have been input

• The Adjusted Gross Income has been calculated

• The Standard Deduction / Itemized Deductions have been input

• The Exemption amount is correct for the number of dependents you are claiming is correct

• Taxable Income is correct

• The Tax has been input

• All credits have been input and the total credits computed

• Any additional tax (including any Self Employment Tax) has been input and computed

• All Federal Withholdings are input and calculated

• The rebate reconcilation amount has been input and completed

• The refund amount or balance due has been calculated

Forms W-2 and / or Form 1099R

• After completing your return make sure that all of the information from your Forms W-2 or 1099R are input into the template

Signature

• You have input a 5 digit PIN

• You have input either your Adjusted Gross Income from last years return or your PIN that was used last year

We regret that the fillable forms program does not allow for the specific identification of any problem. If you can not resolve this issue, and you qualify, you may wish to use one of the Free File programs that offer a guided interview method that will make sure that all of the applicable form lines are completed.

Thank you again for assisting us by bringing this issue to our attention and we regret the delay in getting your return processed.

English Free File Fillable Forms - Form Error (Form 8812)

I apologize for your less than satisfactory experience using the Free File Fillable Forms program. We have forwarded your inquiry related to the problems you encountered when inputting your information into line 13 of the Form 8812 - Additional Child Tax Credit, directly to the individual who is responsible for the Free File Fillable Forms program. The information that you provided was very valuable and has assisted us in identifying the problem.

We have been in contact with the software programmers and they have notified us that they have identified the source of the problem and expect to have the problem fixed in the next 24 hours. Please bear with us while they make the corrective adjustments. On Friday, you may log into your tax return and complete the filing progress.

Thank you again for assisting us by bringing this issue to our attention and we regret the delay in getting your return processed

Free File Fillable Forms - Form Error (Form 1040A Schedule 2 Error) - 012209

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

We have forwarded your inquiry related to the problems you encountered when inputting your information into Form 1040A Schedule 2 - Child and Dependent Care Credit, directly to the individual who is responsible for the Free File Fillable Forms program. The information that you provided was very valuable and has assisted us in identifying the problem.

Thank you again for assisting us by bringing this issue to our attention and we regret the delay in getting your return processed

Free File Fillable Forms - Missing Information - 012209

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you. After you complete your tax return using the Fillable Forms, you are asked to input your Forms W-2 or 1099R into the template. As part of the electronic filing process, any Forms W-2 or 1099-R information used to complete the tax return must be transmitted along with the tax return. If you do not have include any W-2 or 1099R information when completing your return, you may skip this part and continue to the next step. You will not have to send anything in to the IRS when you file your return.

Based on your Chat, and the information you provided, we are working on providing better guidance for taxpayers who have situations similar to yours.

Thank you again for assisting us by bringing this issue to our attention and we regret the delay in getting your return processed

Fillable Forms - Form Error (Form 2441 line 8 Error) - 012209

I apologize for your less than satisfactory experience using the Free File Fillable Forms program and for the delay in getting back to you.

We have forwarded your inquiry related to the problems you encountered when inputting your information into Form 2441 - Child and Dependent Care Credit, directly to the individual who is responsible for the Free File Fillable Forms program. The information that you provided was very valuable and has assisted us in identifying the problem.

Thank you again for assisting us by bringing this issue to our attention and we regret the delay in getting your return processed

Free File Where is my data going? 01192009 Your data is going to http://www.freefilefillableforms.com [ Redirects you to http://www.irs.gov ] English Free File What is Free File Fillable Forms? 01192009 Free File Fillable Forms is a FREE forms based tool enabling you to:

• Self-select your federal income tax forms and schedules

• Fill in your tax information online

• Perform basic mathematical calculations

• Print for your tax return for recordkeeping and filing, or

• E-file your federal income tax return English Free File Free File Provider Tax Preparation Problem - Can not be resolved through provider (Other than being charged) 120405

We are sorry to hear of your unsatisfactory e-filing experience. So that we may investigate your concerns effectively, please reply to this message and include the information listed below. (NOTE: Please be sure to remove any personal information, i.e., your SSN or Credit Card Number before you reply.)

- Name of company or provider used to e-file your federal tax return.

- Please confirm whether you accessed the company/provider's Web site directly or if you accessed them via the Free File Web site from http://www.irs.gov.

- The general nature of your concern. Please be as detailed as possible and include information such as the dates of attempts to contact the provider, if you received a response and what the response was, the e-mail address used to register you as a user of the Alliance member's Free File service, etc.

- Your daytime telephone number along with a best time to call, and/or e-mail address so that we may respond to you if necessary.

We appreciate your feedback and will be investigating the situation.

Free File Free File - Why Was I Charged? 120408 Thank you for contacting the IRS Web Site Help Desk.

- Name of company or provider used to e-file your federal tax return.

- Please confirm whether you accessed the company/provider's Web site directly or if you accessed them via the Free File Web site from http://www.irs.gov.

- Your daytime telephone number along with a best time to call, and/or e-mail address so that we may respond to you if necessary.

We appreciate your feedback and will be investigating the situation.

English Free File Free File Provider Access Problem - 120408 Thank you for contacting the IRS Web Site Help Desk.

Due to the wide variety of browser configurations, we occasionally hear of access problems that prevent taxpayers from navigating efficiently when using the Free File program. We are currently aware of two access problems that have been reported by Free File users.

“Browser Configuration Required” This most often occurs when using the back button to move back and forth between IRS.gov and a Free File website. If this occurs, return to the Free File company landing page and select the link to return to http://www.irs.gov. This sometimes also occurs when directly accessing a Free File website. If this occurs point your browser to http://www.irs.gov, access the Free File program and move to a company by selecting a company from the provided list or use the “Guide Me To A Company” button.

“404 Error (Page Can Not Be Displayed”

Unfortunately, this is a fatal error and there is nothing that IRS can do about this problem. Some browser security configurations are not compatible with the “Guide Me To A Company” program or to our re-direct page when leaving http://www.irs.gov. If you are encountering this problem while using the “Guide Me To a Company” tool, try selecting the company directly from the list provided on the Free File landing page. In most instances this will eliminate the error. On rare occasions the 404 Error also occurs when using the list. If this occurs, try selecting a different company or using another computer. IRS does not suggest changing or adjusting your security settings on your browser.

English Free File Free File - Why Can't I use any provider? 120308 Thank you for contacting the IRS Web Site Help Desk.

The goal of the IRS and the Free File program is to offer the Free File program primarily to those taxpayers with low to middle level adjusted gross incomes (AGI’s) who are the most underserved by the tax system. The Free File program currently covers 70% of all taxpayers filing forms 1040, 1040A and 1040EZ.

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File details come from the government source that posted it. Updated Nov 14, 2017.