Publication 969 - Health Savings Accounts And Other Tax-Favored Health Plans

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Determine if Form 6251 must be filed by using our

telephone calls. Another is to ask some callers to complete

Alternative Minimum Tax (AMT) Assistant available

a short survey at the end of the call.

online at

Walk-in. Many products and services are avail-

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able on a walk-in basis.

email.

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Get information on starting and operating a small

Products. You can walk in to many post offices,

business.

libraries, and IRS offices to pick up certain forms,

instructions, and publications. Some IRS offices, li-

braries, grocery stores, copy centers, city and county

government offices, credit unions, and office supply

Phone. Many services are available by phone.

stores have a collection of products available to print

from a CD or photocopy from reproducible proofs.

Also, some IRS offices and libraries have the Inter-

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nal Revenue Code, regulations, Internal Revenue

Ordering forms, instructions, and publications. Call

Bulletins, and Cumulative Bulletins available for re-

1-800-TAX -FORM (1-800-829-3676) to order cur-

search purposes.

rent-year forms, instructions, and publications, and

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prior-year forms and instructions. You should receive

Services. You can walk in to your local Taxpayer

your order within 10 days.

Assistance Center every business day for personal,

face-to-face tax help. An employee can explain IRS

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Asking tax questions. Call the IRS with your tax

letters, request adjustments to your tax account, or

questions at 1-800-829-1040.

help you set up a payment plan. If you need to

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Solving problems. You can get face-to-face help

resolve a tax problem, have questions about how the

solving tax problems every business day in IRS Tax-

tax law applies to your individual tax return, or you

payer Assistance Centers. An employee can explain

are more comfortable talking with someone in per-

son, visit your local Taxpayer Assistance Center

IRS letters, request adjustments to your account, or

where you can spread out your records and talk with

help you set up a payment plan. Call your local

an IRS representative face-to-face. No appointment

Taxpayer Assistance Center for an appointment. To

is necessary —just walk in. If you prefer, you can call

find the number, go to

your local Center and leave a message requesting

look in the phone book under United States Govern-

an appointment to resolve a tax account issue. A

ment, Internal Revenue Service.

representative will call you back within 2 business

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TTY/TDD equipment. If you have access to TTY/

days to schedule an in-person appointment at your

TDD equipment, call 1-800-829-4059 to ask tax

convenience. If you have an ongoing, complex tax

questions or to order forms and publications.

account problem or a special need, such as a disa-

bility, an appointment can be requested. All other

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TeleTax topics. Call 1-800-829-4477 to listen to

issues will be handled without an appointment. To

pre-recorded messages covering various tax topics.

find the number of your local office, go to

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Refund information. To check the status of your

or look in the phone book

2011 refund, call 1-800-829-1954 or 1-800-829-4477

under United States Government, Internal Revenue

(automated refund information 24 hours a day, 7

Service.

days a week). Wait at least 72 hours after the IRS

acknowledges receipt of your e-filed return, or 3 to 4

Mail. You can send your order for forms, instruc-

weeks after mailing a paper return. If you filed Form

tions, and publications to the address below. You

8379 with your return, wait 14 weeks (11 weeks if

should receive a response within 10 days after

you filed electronically). Have your 2011 tax return

your request is received.

available so you can provide your social security

number, your filing status, and the exact whole dollar

amount of your refund. If you check the status of

Internal Revenue Service

your refund and are not given the date it will be

1201 N. Mitsubishi Motorway

issued, please wait until the next week before check-

Bloomington, IL 61705-6613

ing back.

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Other refund information. To check the status of a

Taxpayer Advocate Service. The Taxpayer Advocate

prior-year refund or amended return refund, call

Service (TAS) is your voice at the IRS. Our job is to ensure

that every taxpayer is treated fairly, and that you know and

1-800-829-1040.

understand your rights. We offer free help to guide you

Evaluating the quality of our telephone services. To

through the often-confusing process of resolving tax

problems that you haven’t been able to solve on your own.

ensure IRS representatives give accurate, courteous, and

Remember, the worst thing you can do is nothing at all.

professional answers, we use several methods to evaluate

the quality of our telephone services. One method is for a

TAS can help if you can’t resolve your problem with the

second IRS representative to listen in on or record random

IRS and:

Page 20

Publication 969 (2011)

Publication 969 - Health Savings Accounts And Other Tax-Favored Health Plans - 2011 Page 20

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