Question 1

Do you offer in person or virtual appointments?

Accepted Answer

Yes! Whether you prefer a face-to-face consultation or prefer the convenience of virtual filing, LuxTaxBrand & Co. caters to your preferences. Our team is adept at providing comprehensive tax assistance, adapting to your needs.

Question 2

What states do you services for tax preparation?

Accepted Answer

Wherever you are in the United States, LuxTaxBrand & Co. is at your service. Our expertise extends across all states, ensuring that you receive accurate and tailored tax solutions no matter your location.

Question 3

I’m very protective of my information. Is your site secure? Can I trust you with my information?

Accepted Answer

Trust is paramount in our client relationships. That's why we provide a secure client portal for all your document sharing and communication needs. Your sensitive information is safeguarded, giving you peace of mind throughout the tax filing process.

Question 4

Are you only open during peak tax season?

Accepted Answer

LuxTaxBrand & Co. doesn't believe in seasonal support. Our dedicated team is here for you year-round. Whether you have questions, need assistance, or want to plan for the future, our experts are just a message or call away.

Question 5

I got an audit letter in the mail from the IRS. What do I so?

Accepted Answer

Facing an audit can be daunting, but with LuxTaxBrand & Co., you're not alone. We provide audit assistance, guiding you through the process and ensuring that you have the support you need when you need it most.

Question 6

How do I notify the IRS my address has changed?

Accepted Answer

There are several ways to tell the IRS your address has changed:
-Use IRS Form 8822, Change of Address or Form 8822-B, Change of Address or Responsible Party - Business
-Use your new address when you file your tax return
-Send a signed written statement with your: full name, old and new addresses, Social Security number, ITIN, or EIN
-Mail your signed statement to the address where you filed your last return.
-In person or telephone. Please have ready your full name, old and new addresses, Social Security number, ITIN or EIN to verify your identity.
-It can generally take four to six weeks after receipt for a change of address request to fully process, however there may be delays.

Question 7

Can I get a transcript or copy of Form W-2, Wage and Tax Statement, from the IRS?

Accepted Answer

• Yes, but an actual copy of your Form W-2 is only available if you submitted it with a paper tax return.
 • You can get a wage and income transcript, containing the Federal tax information your employer reported to the Social Security Administration (SSA), by visiting our Get Your Tax Record page. Refer to Transcript Types and Ways to Order Them and About Tax Transcripts for more information.
 • You can also use Form 4506-T, Request for Transcript of Tax Return. Check the box for Form W-2, specify which tax year(s) you need, and mail or fax the completed form. Most requests will be processed within 10 business days from the IRS received date.

Question 8

Can I file an amended Form 1040-X electronically?

Accepted Answer

You can file Form 1040-X, Amended U.S. Individual Income Tax Return electronically with tax filing software to amend tax year 2021 or later Forms 1040 and 1040-SR, and tax year 2022 or later Forms 1040-NR. If amending a prior year return originally filed on paper, then the amended return must also be filed on paper. See Form 1040-X, Amended U.S. Individual Income Tax Return, Frequently Asked Questions for more information. You still have the option to file a paper version of the Form 1040-X and should follow the instructions for preparing and filing the paper form.

Question 9

What if I entered the correct account and routing numbers, but the IRS made an error in depositing my refund?

Accepted Answer

Contact an IRS customer service representative to correct any agency errors by calling 800-829-1040 (see telephone assistance for hours of operation). Unfortunately, this may result in you receiving a paper check.

Question 10

Is there an age limit on claiming my child as a dependent?

Accepted Answer

•  To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test.
 • To meet the qualifying child test, your child must be younger than you or your spouse if filing jointly and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year.
 • There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.

Question 11

I lost my refund check. How do I get a new one?

Accepted Answer

• If you lost your refund check, you should initiate a refund trace:
 • Use Where's My Refund, call us at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation).
 • However, if you filed a married filing jointly return, you can’t initiate a trace using the automated systems. Download and complete the Form 3911, Taxpayer Statement Regarding RefundPDF or the IRS can send you a Form 3911 to get the replacement process started.
 • Your claim for a missing refund is processed one of two ways:
 • If the check wasn't cashed, you'll receive a replacement check once the original check is canceled.
 • If the refund check was cashed, the Bureau of the Fiscal Service (BFS) will provide you with a claim package that includes a copy of the cashed check. Follow the instructions for completing the claim package. BFS will review your claim and the signature on the canceled check before determining whether they can issue you a replacement check. The BFS review can take up to six weeks to complete.

Question 12

I received an incorrect Form W-2. My former employer won’t issue me a corrected Form W-2. What should I do?

Accepted Answer

• If by the end of February, your Form W-2, Wage and Tax Statement has not been corrected by your employer after you attempted to have your employer or payer issue a corrected form, you can request that an IRS representative initiate a Form W-2 complaint. Call the IRS toll free at 800-829-1040 or make an appointment to visit an IRS Taxpayer Assistance Center (TAC).

Question 13

What's the difference between a Form W-2 and a Form 1099-MISC or Form 1099-NEC?

Accepted Answer

Although these forms are called information returns, they serve different functions.
-Employers use Form W-2, Wage and Tax Statement to: Report wages, tips, or other compensation paid to an employee.
-Payers use Form 1099-MISC, Miscellaneous Information and/or Form 1099-NEC, Nonemployee Compensation to: Report any amount of federal income tax withheld under the backup withholding rules (Form 1099-MISC or Form 1099-NEC). Payers file Forms 1099-MISC and 1099-NEC with the IRS and provide them to the person or business that received the payment.

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