Oklahoma Sample Letter for Request for IRS not to Off Set against Tax Refund

State:
Multi-State
Control #:
US-0838LTR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

Subject: Request for IRS Not to Offset Oklahoma Tax Refund Keywords: Oklahoma, sample letter, request, IRS, offset, tax refund Dear [IRS Representative's Name], I hope this letter finds you in good health and high spirits. I am writing to request your assistance in preventing the Internal Revenue Service (IRS) from offsetting my Oklahoma state tax refund against any outstanding debts or liabilities. I kindly ask for your attention to the details provided below and to consider my request based on the circumstances outlined. Firstly, I would like to clarify that my Oklahoma tax refund is of utmost importance to me as it directly affects my financial stability and obligations. This refund provides essential monetary support for various expenses, such as housing, education, and healthcare, which are particularly critical during these challenging times. Furthermore, I acknowledge and understand the importance of fulfilling any outstanding obligations related to federal or state debts. However, I would like to bring your attention to the fact that the proposed offset can potentially create further financial hardship for me and my family. I believe there are alternative means to address any debts or liabilities without offsetting my tax refund, which would allow me to meet my current obligations while maintaining financial stability. Additionally, it is important to note that my situation greatly relies on the timely receipt of my Oklahoma tax refund. As a responsible taxpayer, I have diligently filed my taxes and fulfilled all my obligations promptly. It is my belief that by not offsetting my tax refund, I will be able to allocate these funds appropriately and responsibly without burdening the IRS or any other tax enforcement authority. In light of the above, I kindly request your consideration in exempting or suspending any offset action against my Oklahoma state tax refund. I assure you that, if given the opportunity, I will actively engage in finding alternative solutions to address any outstanding debts or liabilities I may have. If necessary and for your convenience, I am more than willing to provide additional documentation to support my current financial situation, such as proof of essential expenses or unforeseen circumstances that have led me to rely on this tax refund. I sincerely appreciate your attention to my request, and you're understanding of the potential consequences this offset might have on my financial well-being. I kindly request a prompt response regarding the outcome of my request, allowing me adequate time to plan and manage my financial obligations accordingly. Thank you for your time and consideration of my situation. I am confident that the IRS will take my request into account and find a suitable resolution that meets both our needs. Yours faithfully, [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number]

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FAQ

BFS will send you a notice if an offset occurs. The notice will reflect the original refund amount, your offset amount, the agency receiving the payment, and the address and telephone number of the agency. BFS will notify the IRS of the amount taken from your refund once your refund date has passed.

The ?Notice of Intent to Offset? tells you that you have a delinquent debt and part or all of your federal payments will be seized by the government. Federal tax refunds are typically offset by the IRS, although they may also accept other forms of federal payments.

You will have 60 days to pay the benefit overpayment in full or prove the overpayment is not owed. The Department of the Treasury will notify you by mail when a federal offset occurs. The letter includes the amount and date of the offset, and EDD contact information.

Your audit reconsideration letter should: Say that it is an audit reconsideration request. Identify the taxpayer, the tax period(s), the type of tax (such as income tax), and, if available, the name and contact information for the IRS auditor who previously worked the case. Explain the circumstances for the audit,

If you have a past due, legally enforceable California income tax debt and are entitled to a federal income tax refund, we are authorized to have your refund withheld (offset) to pay your balance due.

In your formal protest, include a statement that you want to appeal the changes proposed by the IRS and include all of the following: ? Your name, address, and a daytime telephone number. ? List of all disputed issues, tax periods or years involved, proposed changes, and reasons you disagree with each issue.

For example, with the Low and Middle Income Tax Offset (LMITO) for 2021-22, if your taxable income is $37,0000 or less, you will receive a $675 offset on your tax payable when you lodge your tax return. If your income is $48,001 to $90,000, however, the offset is worth $1,500.

Offset letter The letter explains that we plan to notify BFS of the debt if you do not pay in full within 60 days. BFS will send you a letter explaining why your federal refund was reduced and that it may take several weeks before the federal refund reaches FTB.

More info

Jul 14, 2023 — For help with the form - or if you have already filed Form 8379 and still do not have your correct refund - call the IRS at 800-829-1040 or call ... Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We.Sep 22, 2023 — If your debt meets submission criteria for offset, BFS will reduce your refund as needed to pay off the debt you owe to the agency. Any portion ... Use this form to report suspected tax law violations by a person or a business. CAUTION: READ THE INSTRUCTIONS BEFORE COMPLETING THIS FORM. There may be other ... Nov 19, 2021 — Line 3. Not all debts are subject to a tax refund offset. To determine if a debt is owed (other than federal tax), and whether an ... Don't file Form 1040-X to request a refund of your share of a joint overpayment that was offset against a past-due obligation of your spouse. ... example, March 1 ... Feb 1, 2023 — While a DE is not required to file a U.S. income tax return, a DE covered by these rules is required to file a pro forma Form 1120 with Form ... 7 days ago — This is an early release draft of an IRS tax form, instructions, or publication, which the IRS is providing for your information. Do not ... Sep 2, 2021 — 3. Verify the taxpayer's name, address, and SSN or ITIN through secondary documentation, such as a federal or state tax return, IRS notice or  ... No entry is required in box 3 if the refund, credit, or offset is for the current tax year. If it is for any other tax year, enter the year for which the refund ...

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Oklahoma Sample Letter for Request for IRS not to Off Set against Tax Refund