The 2022 Tax Calendar

Jan 9, 2022

From Dust to Transfer

January 2022 Tax Due Dates

January 3 - Self-Employed Individuals Pay Half of Deferred 2020 Social Security Taxes

January 18 - Estimated Tax Payment for 4th Quarter of 2021 (Form 1040-ES)

April 2022 Tax Due Dates

April 1 - First Required Minimum Distribution (RMD) by Individuals Who Turned 72 in 2021

April 18:

    • File 2021 Tax Return (Form 1040) and Pay Tax Due (except for residents of Maine and Massachusetts).  The extensions are applicable for tax filings only.  There is no extension on tax payments.
    • File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)
    • Estimated Tax Payment for 1st Quarter of 2022 (Form 1040-ES)
    • Contribute to Individual Retirement Account (IRA) for 2021
    • Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Not Extended
    • Contribute to Health Savings Account (HSA) for 2021
    • Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Not Extended

June 2022 Tax Due Dates

June 15:

    • Estimated Tax Payment for 2nd Quarter of 2022 (Form 1040-ES)
    • U.S. Taxpayers Living and Working Abroad File 2021 Tax Return (Form 1040)
    • U.S. Taxpayers Living and Working Abroad File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)
    • Military Personnel on Duty Outside the U.S. File 2021 Tax Return (Form 1040)
    • Military Personnel on Duty Outside the U.S. File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)

September 2022 Tax Due Dates

September 15 - Estimated Tax Payment for 3rd Quarter of 2022 (Form 1040-ES)

October 2022 Tax Due Dates

October 17:

    • File Extended 2021 Tax Return (Form 1040) and Pay Tax Due
    • Apply for a second extension to December 15 if you live overseas and have not filed
    • Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Extended
    • Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Extended

December 2022 Tax Due Dates

December 12 - Contribution to Employer-Sponsored Retirement Plan for 2022 (401(k), 403(b), 457 or federal thrift savings plans)

December 15 - Second extended filing deadline for taxpayers living overseas.

December 31 - Required Minimum Distribution (RMD) by Individuals Who are 73 or Older at the End of 2022

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Many taxpayers receive identity verification notices from the IRS, and in most cases, the process is straightforward and can be resolved without much difficulty.

You have the following options to verify your identity:

Option 1: Verify through the IRS using your ID.Me account

 

Option 2: Use the IRS Document Upload Tool

    • Please note when they ask for the access code answer "no" and put in the notice/letter type 5447C

    • Alternatively, we can upload the documents on your behalf. (Please note additional fees apply.)

For both options 1 and 2:

    1. Allow at least 30 days to process.
    2. You can then check your status on IRS Where's My Refund or request that we pull your transcript.

    Option 3: Call the IRS

      1. Phone number: 1-267-941-1083

      1. When calling the IRS please note that there could be long wait times. We recommend the best time to call is as close to 1PM Israel time as possible, when the lines first open.

    When speaking with the IRS agent:

      • Let them know you are calling in response to a Letter 5447C letter for tax year 202x.

      • Provide the control number as it appears on the first page of the letter.

      • Be prepared to answer any question they ask from the first 2 pages on both tax returns, including:

          • complete address

          • filing status (Head of Household /Married Filing Separately / Married Filing Joint/ Single)

          • refund amount.

      • If you are unsure of an answer you may ask the agent where it can be found on the return.

      • Know the dates of birth for you and the children on the return

      • Know your mother's maiden name

      • If they ask about W-2 income, tell them since you live outside of the US your income isn’t reported on a W-2, but rather the equivalent form 106 instead.

    They hopefully will not ask any more financial questions.

    If your identity is successfully verified during the call, the IRS will typically inform you immediately. Your refund should then be released within approximately 6-9 weeks.

    Documents Required in All Cases

    Regardless of the verification method you choose, you will need:

      • a copy of the 5447C letter you received

      • the first 2 actual 1040 pages of your 202x and 202x tax returns

    Additional Documents for ID.me or Document Upload Verification

    If you are verifying online through ID.me or using the IRS Document Upload Tool, you will also need:

    Two clear copies of acceptable identification, as listed in the IRS letter (for example passport and license).