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

State:
Multi-State
Control #:
US-0838LTR
Format:
Word; 
Rich Text
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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 Utah Tax Refund Dear [IRS Department Name], I am writing to request that the Internal Revenue Service (IRS) refrain from offsetting my Utah state tax refund against any outstanding federal tax liabilities. I believe this request is warranted for the following reasons: 1. Financial Hardship: My current financial situation is such that the offset would impose significant hardship on me and my family. [Provide specific details about your financial circumstances, such as job loss, medical expenses, or other unforeseen circumstances that have affected your ability to pay federal taxes.] 2. Compliance with Utah State Tax Obligations: Although I do acknowledge the existence of my federal tax liabilities, I have consistently met my state tax obligations in Utah. [Provide evidence of your compliance with Utah state tax payments, such as previous years' tax returns or payment receipts.] 3. Willingness to Set Up a Payment Plan: I am fully committed to resolving my federal tax liabilities and am eager to work with the IRS to establish a suitable payment plan. By not offsetting my state tax refund, I will be able to fulfill my obligations to both the federal and state governments without undue financial strain. 4. State Tax Refund for Essential Expenses: The Utah tax refund plays a crucial role in meeting essential expenses, such as housing, education, and healthcare for myself and my family. By allowing me to receive this refund, I can ensure the well-being of my dependents and address immediate financial responsibilities. Given the circumstances outlined above, I kindly request that you exercise your discretionary authority to stop the offset of my Utah state tax refund against any federal tax liabilities. I genuinely want to meet my obligations but need the flexibility provided by this request to avoid further financial hardship. I understand that the IRS processes numerous requests, so I appreciate your attention to this matter. If necessary, I am available to provide any additional documentation you may require to support my claim. Thank you for your understanding and consideration. Sincerely, [Your Name] [Your Contact Information]

Subject: Request for IRS Not to Offset Utah Tax Refund Dear [IRS Department Name], I am writing to request that the Internal Revenue Service (IRS) refrain from offsetting my Utah state tax refund against any outstanding federal tax liabilities. I believe this request is warranted for the following reasons: 1. Financial Hardship: My current financial situation is such that the offset would impose significant hardship on me and my family. [Provide specific details about your financial circumstances, such as job loss, medical expenses, or other unforeseen circumstances that have affected your ability to pay federal taxes.] 2. Compliance with Utah State Tax Obligations: Although I do acknowledge the existence of my federal tax liabilities, I have consistently met my state tax obligations in Utah. [Provide evidence of your compliance with Utah state tax payments, such as previous years' tax returns or payment receipts.] 3. Willingness to Set Up a Payment Plan: I am fully committed to resolving my federal tax liabilities and am eager to work with the IRS to establish a suitable payment plan. By not offsetting my state tax refund, I will be able to fulfill my obligations to both the federal and state governments without undue financial strain. 4. State Tax Refund for Essential Expenses: The Utah tax refund plays a crucial role in meeting essential expenses, such as housing, education, and healthcare for myself and my family. By allowing me to receive this refund, I can ensure the well-being of my dependents and address immediate financial responsibilities. Given the circumstances outlined above, I kindly request that you exercise your discretionary authority to stop the offset of my Utah state tax refund against any federal tax liabilities. I genuinely want to meet my obligations but need the flexibility provided by this request to avoid further financial hardship. I understand that the IRS processes numerous requests, so I appreciate your attention to this matter. If necessary, I am available to provide any additional documentation you may require to support my claim. Thank you for your understanding and consideration. Sincerely, [Your Name] [Your Contact Information]

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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.

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.

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.

You should contact the agency shown on the notice if you believe you don't owe the debt or if you're disputing the amount taken from your refund. Contact the IRS only if your original refund amount shown on the BFS offset notice differs from the refund amount shown on your tax return.

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,

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.

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.

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.

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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 ... 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 18, 2023 — Include a note stating "Return of erroneous refund check" and give a brief explanation of the reason for returning the refund check. If your ... 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 ... Dec 27, 2021 — Purpose of Form. Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax. Aug 31, 2023 — It is IRS's position that third parties not liable for the underlying tax may not file a refund action, see Rev. Rul. 2005-50. However ... May 23, 2023 — Follow the instructions in the IRS notice you received. Some penalty relief requests may be accepted over the phone. Call us at the toll-free ... 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 ... Sep 14, 2022 — If a taxpayer does need to call the IRS, they should use the number in the upper right-hand corner of the notice and have a copy of their tax ... The refund is not considered as a payment toward your offer. Doubt as to Liability. If you have a legitimate doubt that you owe part or all of the tax debt, ...

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