Next steps for filing your past due returns
- Gather Past Due Tax Return Information
- Claim All Exemptions, Deductions and Credits in Order to Reduce the Amount of Tax You Owe
- Get Forms and Publications
- Send Your Completed and Signed Past Due Tax Return Form to the Correct Address
Gather Past Due Tax Return Information
Income
(Self/spouse: married filing joint return)
- To request past due tax return income information for yourself and/or your spouse call the IRS at (866) 681-4271.
- You may also request income information by contacting your employer, financial institute, or any other source of income.
Common Types of Income and Reporting Forms
- Wages, Salaries, Tips, etc. - Form W-2
- Certain Gambling Winnings - Form W-2G
- Proceeds from Broker & Barter Exchange Transactions - Form 1099-B
- Dividends & Distributions - Form 1099-DIV
- Interest Income - Form 1099-INT
- Miscellaneous Income, Self-employment - Form 1099-MISC
- Capital Gains & Losses, Unemployment Compensation - Form 1099-G
- Distributions from Pensions and Annuities - Form 1099-R
- Proceeds from Real Estate Transactions - Form 1099-S
- Alimony Received
- Your Self-employment Income Records
Overall, if you are missing any income information for your past due return, you can call the IRS at (866) 681-4271 to request income information.
Claim All Exemptions, Deductions and Credits in Order to Reduce the Amount of Tax You Owe
Exemptions (Spouse & children)
- Verify all Social Security numbers. Make sure all names and Social Security numbers match the Social Security ID cards. If they do not match, call the Social Security Administration (SSA) at 1-800-772-1213. People who are deaf or hard of hearing may call the toll-free TTY number, (800) 325-0778. You may also contact SSA online at www.socialsecurity.gov.
- Verify all dates of birth.
Deductions (Schedule A or Standard)
These items can be deducted on a Schedule A:
- Medical & Dental Expenses
- Taxes You Paid (State & Real Estate Taxes)
- Interest You Paid (Home Mortgage Interest & Points)
- Interest You Paid (Student Loan)
- Gifts to Charity (Charitable Contributions)
- Casualty and Theft Losses
- Job Expenses and Miscellaneous Deductions
Credits (Common Credits, You May be Eligible for Others)
- Credit for Child & Dependent Care Expenses
- Education Credits
- Child Tax Credits
- Earned Income Credit
- Forms 1040 for Prior/Past Due Years
- Schedules (A, B, etc.)
- Miscellaneous Forms
- Form 8812: Additional Child Tax Credit
- Form 8863: Education Credits
- Form 2441: Child & Dependent Care Expenses & Instructions
- Schedule EIC - Earned Income Credit
Prepare Forms & Schedules
- Complete, sign, and date your tax return.
- Be sure to include all sources of income.
- Include your daytime phone number which makes it easier for us to contact you should the need arise.
- Attach any required schedules, forms, and documentation needed to substantiate all line entries.
Send Your Completed and Signed Past Due Tax Return Form to the Correct Address
- Be sure to mail your past due return to the IRS address on your notice. This address may be different from where you usually send your returns.
- Past due returns are processed only at selected service centers.
- Sending your past due return to another office will delay processing of the return.
References/Related Topics
- Need to file a past due return
- Understanding your notices regarding past due filing
- Common mistakes when filing past due returns
- Frequently asked questions for past due return filers
- Example showing how filing a tax return can benefit you
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