Legacy Tax & Resolution Services

Easily Check the Status of Your Refund

Article Highlights: Your Federal Tax Refund Status Can Be Checked Online  Delay When Claiming Earned Income Tax Credit or Additional Child Tax Credit • “Where’s My Refund?”  Refunds Are Generally Issued Within 21 Days of E-Filing  Paper Filed Return Will Take Longer  Information Needed to Check Refund Status  Direct Deposit Provides the Quickest Refunds  When […]

IRS to Automatically Adjust Prior Filed 2020 Returns with Unemployment Income

Article Highlights Prior Filed Returns with Unemployment Income  American Rescue Plan’s $10,200 Exclusion  IRS Automatic Adjustment  Refund Application  When an Amended Return Might Be Required  The IRS announced on March 31, that it will take steps to automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before […]

IRS Accepts Installment Agreement in Alamogordo, NM

IRS Accepts Installment Agreement in Alamogordo, NM   IRS Installment Agreement – 07-12-2014 Taxpayer Situation: Taxpayer owed the IRS for tax years 2005-2012. The taxpayer was current with the filing of all her tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated an Internal Revenue Service Installment Agreement for a client in Alamogordo, NM. Legacy Tax […]

Tax Filing Deadlines Are Rapidly Approaching

Article Highlights: Filing Due Date  Balance due payments  Contributions to a Roth or traditional IRA  Estimated tax payments for the first quarter of 2021  Individual refund claims for tax year 2017  Just a reminder to those who have not yet filed their 2020 federal tax return that thanks to the IRS extending the filing due […]

IRS Released Levy in Bloomfield, NM

IRS Released Levy in Bloomfield, NM   IRS Levy Release – 06-19-2014 Taxpayer Situation: Taxpayer owed the IRS for tax years 2009, 2010, and 2011. The taxpayer was current with the filing of all his tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated a Levy Release with the Internal Revenue Service after a small balance […]

IRS Accepts Installment Agreement in Santa Fe, NM

IRS Accepts Installment Agreement in Santa Fe, NM   IRS Installment Agreement – 05-06-2014 Taxpayer Situation: Taxpayer owed the IRS for tax years 2007-2009 and 2011. The taxpayer was current with the filing of all his tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated an Internal Revenue Service payment agreement for a client in Santa […]

Don’t Overlook Foreign Account Reporting Requirements

Article Summary: Foreign Account Reporting Requirement  Financial Crimes Enforcement Network  Penalties for Failure to File  Type of Accounts Affected  Form 8938 Filing Requirements  Some of the largest penalties for failing to file a report with the Government are associated with reporting dealings with foreign financial institutions. U.S. citizens and residents with a financial interest in […]

Refund Statute Expiring: Don’t Miss Out!

Article Highlights: The refund statute expires on May 17, 2021 for unfiled 2017 returns.  Unfiled returns will lose out on refundable credits.  Refunds may be offset by unpaid child support, past due student loans, and back taxes.  If you have not yet filed your 2017 tax return and have a refund coming, time to claim […]

IRS Accepts Revised Audit Outcome in Bloomfield, NM

IRS Accepts Revised Audit Outcome in Bloomfield, NM   IRS Revised Audit Outcome – 04-19-2014 Taxpayer Situation: The taxpayer was audited for 2009-2011 and chose not to seek representation.  The taxpayer was accessed with $75,226 in additional taxes for the years 2009-2011.  Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated an Internal Revenue Service Audit Reconsideration […]

IRS Accepts Release of Lien in Dexter, NM

IRS Accepts Release of Lien in Dexter, NM   IRS Release of Lien – 03-17-2014 Taxpayer Situation: The taxpayers had outstanding tax liabilities for 2006- 2010 in the amount of $56,778.  The taxpayers were current on all tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated an Internal Revenue Service release of lien for a client […]