The Office of Tax and Revenue (OTR) announced that it is following the lead of the Internal Revenue Service (IRS) and opening the District of Columbia’s tax season on Monday, January 29. OTR provides the following tips to help residents prepare for the filing season.
Gather all Paperwork
OTR urges taxpayers to gather all of their forms and documents needed before preparing their tax returns when the filing season officially opens.
File Electronically (e-File)
More than 400,000 individual income tax returns are processed and received by OTR each year. OTR urges taxpayers and preparers to file their tax returns electronically as it is faster, helps to minimize errors, and provides an electronic filing acknowledgement.
OTR offers two electronic filing methods:
- Free File: A service that allows taxpayers to choose from a number of free tax prep software options
- Fillable Form: An online version of the D-40/D-40EZ form and schedules that allows taxpayers to fill in their tax information, e-sign, and e-file their return
Tax Preparers/VITA Sites
Taxpayers should start thinking about who will prepare their tax returns for the upcoming filing season. As a reminder, once a tax return is signed by the taxpayer, he or she is legally responsible for the accuracy of all the information on the return. OTR urges taxpayers to check that all information is accurate before signing tax returns. The IRS offers tips to help taxpayers choose tax preparers wisely.
For residents who may qualify, the Volunteer Income Tax Assistance (VITA) program offers free tax help for taxpayers who earned less than $54,000, persons with disabilities, and limited English speaking taxpayers. VITA sites are typically located at community centers, libraries, and schools. The IRS provides a VITA locator tool on their website or taxpayers can call 800-906-9887 to locate the nearest VITA site.
To help facilitate the processing of a return once it is submitted, taxpayers can check the status of a refund, provide substantiating documentation, or communicate with customer service by visiting the District’s new online tax portal, MyTax.DC.gov.
Assistance is available from 8:15 am to 5:30 pm, Monday through Friday.
- Walk-In Center: 1101 4th Street, SW, Suite W270
- Telephone Center: (202) 727-4TAX (4829)
- Email: [email protected]