Sunday, April 14, 2013

Didn't File Taxes For 2009? April 15 Deadline For A Refund

WASHINGTON, D.C.  — The IRS says that nearly a million U.S. taxpayers could be due refunds totaling more than $917 million for those did not file a federal income tax return for 2009.  But to collect the money, a return for 2009 must be filed with the IRS no later than Monday, April 15, 2013.


In Florida alone, the IRS estimates that there are 62,700 individual taxpayers eligible for refunds totaling over $60 million.


The IRS believes that some taxpayers may not have filed because they had too little income to require filing a tax return even though they had taxes withheld from their wages or made quarterly estimated payments.  The IRS adds that there is no penalty for filing a late return qualifying for a refund.


In cases where a return was not filed, the IRS says that law provides most taxpayers with a three-year window of opportunity for claiming a refund.  If no return is filed to claim a refund within three years, the money goes to Uncle Sam.



The IRS reminds taxpayers seeking a 2009 refund that their checks may be held if they have not filed tax returns for 2010 and 2011.  In addition, the refund will be applied to any amounts still owed to the IRS or their state tax agency, and may be used to offset unpaid child support or past due federal debts such as student loans.


Also, the IRS says many low-and-moderate income workers may not have claimed the Earned Income Tax Credit (EITC). For 2009, the credit is worth as much as $5,657.  The thresholds for 2009 were:


$43,279 ($48,279 if married filing jointly) for those with three or more qualifying children,
$40,295 ($45,295 if married filing jointly) for people with two qualifying children,
$35,463 ($40,463 if married filing jointly) for those with one qualifying child, and
$13,440 ($18,440 if married filing jointly) for people without qualifying children.


For more information, visit the EITC Home Page.



Current and prior year tax forms and instructions are available on the IRS Forms and Publications page of IRS.gov or by calling toll-free 800-TAX-FORM (800-829-3676).  The IRS says that taxpayers who are missing Forms W-2, 1098, 1099 or 5498 for 2009, 2010 or 2011 should request copies from their employer, bank or other payer.


If these efforts are unsuccessful, taxpayers can get a free transcript showing information from these year-end documents by filing Form 4506-T, Request for Transcript of Tax Return, with the IRS or by calling 800-829-1040.





Individuals Who Did Not File a 2009 Return with a Potential Refund
State or District
Individuals
Median
Potential
Refund
Total
Potential Refunds* ($000)
Alabama
16,000
$565
$13,317
Alaska
5,000
$658
$6,107
Arizona
24,800
$509
$20,742
Arkansas
8,600
$560
$7,289
California
100,700
$518
$92,590
Colorado
17,900
$556
$16,860
Connecticut
12,100
$638
$13,031
Delaware
4,000
$561
$3,405
District of Columbia
4,200
$595
$4,151
Florida
62,700
$577
$60,746
Georgia
31,300
$538
$27,409
Hawaii
7,200
$599
$7,448
Idaho
3,800
$511
$2,984
Illinois
39,500
$626
$39,613
Indiana
20,300
$592
$17,547
Iowa
9,800
$581
$7,893
Kansas
9,900
$509
$7,774
Kentucky
11,300
$578
$9,552
Louisiana
18,700
$592
$17,843
Maine
3,700
$505
$2,771
Maryland
23,100
$564
$22,780
Massachusetts
23,300
$572
$22,756
Michigan
30,000
$600
$28,019
Minnesota
13,600
$528
$11,480
Mississippi
8,700
$529
$7,144
Missouri
18,700
$500
$14,674
Montana
3,100
$511
$2,529
Nebraska
4,600
$543
$3,808
Nevada
12,600
$559
$11,058
New Hampshire
4,200
$615
$3,891
New Jersey
31,600
$642
$33,192
New Mexico
7,100
$567
$6,450
New York
62,700
$620
$65,277
North Carolina
26,200
$503
$21,337
North Dakota
1,900
$524
$1,682
Ohio
32,100
$561
$26,714
Oklahoma
15,200
$573
$13,442
Oregon
15,200
$516
$12,253
Pennsylvania
38,200
$619
$34,505
Rhode Island
3,300
$612
$3,148
South Carolina
10,800
$530
$9,347
South Dakota
2,100
$546
$1,728
Tennessee
16,400
$550
$14,513
Texas
86,000
$578
$86,136
Utah
6,500
$503
$5,397
Vermont
1,700
$551
$1,397
Virginia
28,800
$559
$28,027
Washington
27,200
$644
$29,807
West Virginia
4,100
$598
$3,894
Wisconsin
11,500
$505
$9,430
Wyoming
2,400
$657
$2,539
Totals
984,400
$569
$917,426
* Excluding the Earned Income Tax Credit and other credits.