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Informational posters, guides and toolkits to help people understand the new Inflations Reduction Act of 2022 tax credits.

Organized by type of life event this page provides resources that explain the tax impacts of each.

Welcome to the Outreach Connection for individuals page. Here you¡¯ll find useful information and resources ready to share with your staff, clients, customers or colleagues.

Before you can claim certain credits on a future tax return you must show you are eligible to receive the credits for the audited year.

The basic eligibility rules for tax credits and benefits available to you if you have a dependent qualifying child.

You can¡¯t claim certain credits on future tax returns for ten years (10-year ban). After 10 years, to claim the credits you must show you are eligible to receive them by filing?Form 8862, Information to Claim Certain Credits After Disallowance, with your return

You can't claim certain credits on future tax returns for two years (2-year ban). After two years, to claim the credits you must show you are eligible to receive them by filing Form 8862, Information to Claim Certain Credits After Disallowance, with your return.

If you received an IRS CP259 Notice, the IRS is informing you that you are required to file a tax return for the indicated tax period, but have not.

Information about Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, including recent updates, related forms and instructions on how to file. Form 5329 is used by any individual who has established a retirement account, annuity or retirement bond.

We received your tax return and are holding your refund until we complete a more thorough review of the benefits you claimed under a treaty and/or the deductions claimed on Schedule A, Itemized Deductions.