Essential guides for IRS compliance including estimated taxes, extensions, audits, IRS notices, payment plans, and tax scam protection.
Stay compliant and understand IRS procedures with these guides on estimated taxes, extensions, audits, notices, and payment options.
Pay-as-you-go requirements, quarterly payment deadlines, safe harbor rules (100%/110%), underpayment penalties, and Form 1040-ES.
Automatic 6-month extension, penalties for late filing vs. late payment, state extension requirements, and proper filing procedures.
Types of audits (correspondence, office, field), examination procedures, taxpayer rights, representation, appeals process, and audit defense strategies.
Common IRS notices, how to respond, deadlines, and when to seek professional help.
How the IRS contacts taxpayers (letter, phone, in-person), identifying scams, and legitimate IRS communication.
Installment agreements, offer in compromise, currently not collectible status, payment plan options, and qualification requirements.
Phishing scams, identity theft, Form 14039, Identity Protection PIN (IP PIN) program, and responding to tax-related identity theft.
Common tax scams, IRS impersonation, how to recognize and avoid fraud, and reporting suspicious activity.
AMT parallel tax system, exemption amounts, common triggers (ISOs, SALT), and AMT credit.
These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.
Pay-as-you-go requirements, quarterly payment deadlines, safe harbor rules (100%/110%), underpayment penalties, and Form 1040-ES.
Automatic 6-month extension, penalties for late filing vs. late payment, state extension requirements, and proper filing procedures.
Types of audits (correspondence, office, field), examination procedures, taxpayer rights, representation, appeals process, and audit defense strategies.
Common IRS notices, how to respond, deadlines, and when to seek professional help.
How the IRS contacts taxpayers (letter, phone, in-person), identifying scams, and legitimate IRS communication.
Installment agreements, offer in compromise, currently not collectible status, payment plan options, and qualification requirements.
Phishing scams, identity theft, Form 14039, Identity Protection PIN (IP PIN) program, and responding to tax-related identity theft.
Common tax scams, IRS impersonation, how to recognize and avoid fraud, and reporting suspicious activity.
AMT parallel tax system, exemption amounts ($88,100/$137,000 for 2025), common triggers (ISOs, SALT), and AMT credit.
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