Zeph United financial service

🚨Tax Season Update🚨
IF YOU HAVE E BEEN WAITING WITH NO UPDATE OR MOVEMENT DO THIS

The IRS has been on another level with everything this year but their communication has NOT been great.

📍If you are one of the people who are still waiting to be funded and your status has not updated, do NOT wait patiently any longer.

Step 1: Find your nearest IRS office.
Step 2: Reach out to them to make an appointment and/or if they accept walk-in’s, walk-in to speak with them.
Step 3: Before going, make sure you have access to your Tax Return because they will ask for it.
Step 4: Take 2 forms of identification with you:
ID or License (must be unexpired and hard copy)
Social Security Card
Birth Certificate
Passport

MOST people simply need to verify their identity.

This is a very simple process and once you have been verified they will unlock your account. If your account has any other issues they are also able to let you know that as well.

⚠️ If you have studentloans, it's time to contact your loan servicers for an INCOME-DRIVEN 💵 payment plan, request FORBEARANCE due to hardship 🛑, or put your loans on DEFERMENT to temporarily stop payments ⏸️

📝 For assistance, call:

- Nelnet: 1-888-486-4722
- Great Lakes Educational Loan: 1-800-236-4300
- Navient: 1-800-722-1300
- FedLoan Servicing: 1-800-699-2908
- Mohela: 📞 1-888-866-4352
- Hesc/edfinancial: 📞 1-855-337-6884
- Cornerstone: 📞 1-800-663-1662
- Granite State – GSM&R: 📞 1-888-556-0022
- OSLA Servicing: 📞 1-866-264-9762
- IRS OFFSET Hotline: 📞 1800-304-3107

👍 You may get your tax refund returned or even discharged! ✅

Act quickly! Don't wait until it's too late! 🚫

Alright now mostly all my clients getting these payouts today if yall love yall tax Preparer refer more clients my way

𝐅𝐨𝐫𝐦 𝐖𝟒

Step 1: Personal information
**disclaimer having dependents does not automatically qualify you for head of household filing status. Consult with your tax professional to determine your filing status if unknown or unsure.

Step 2: Complete only if you work multiple jobs.

Step 3: If your annual is income is less than $200,000 ($400,000 if married filing joint) multiply number of qualifying children under 17 by $2,000

Ex: 1 dependent =$2,000
Ex: 2 dependents = $4,000
Ex: 3 dependents = $6000
& so forth.

Depending on yearly income I higly suggest my clients exceeding the AGI limits for their filing status to leave this at $0 or no higher than $2,000.

Step 3 Other Dependents: is to be used for children ages 17-24 if they are in school or disabled.

Step 4: Although its optional this is very crucial if you exceed the AGI limits for your filing status each tax year.

Line 4C is where additional monies can be withheld from each paycheck. I advise my clients to select an amount thats comfortable for them each pay period. (ex: $25 , $50, $75 etc)

SN: over $50K I highly suggest $100+ for extra withholding line 4C

I also advise to increase the amounts each time a taxpayer gets raise or does an excessive amount of overtime.

Hope this helps, I always advise to revisit this form yearly or each time your pay increases.

Don't look for any tax updates until Saturday please go to irs.gov where's my refund for any and all tax updates regard refunds

Internal Revenue Service | An official website of the United States government Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

‼️TAX RETURN TRANSCRIPT CODES‼️

846- REFUND ISSUED
840- MANUAL REFUND
841- REFUND CANCELLED
768- EARNED INCOME CREDIT
766- CREDIT TO YOUR ACCOUNT
806- W-2 OR 1099 WITHHOLDING
570- ADDITIONAL ACCOUNT ACTION PENDING
971- NOTICE ISSUED
571- RESOLVED ADDITIONAL ACCOUNT ACTION
826- CREDIT TRANSFERRED OUT
582- LIEN INDICATOR
186- DEPOSIT PENALTY ASSESSMENT
170- ESTIMATED TAX PENALTY
196- INTEREST ASSESSED
013- NAME CHANGE
014- ADDRESS CHANGE
420- AUDIT
810- FREEZE

Tax tips :

🎯More INCOME doesn’t mean more REFUND‼️
🎯Having a W2 doesn’t mean you’ve earned a REFUND‼️
🎯Tax refunds comes from taxes PAID ‼️
🎯If you didn’t pay all your taxes you NEED dependents ‼️
🎯If you don’t have dependents you NEED taxes withheld‼️
🎯If you are self employed you need dependents‼️
🎯If you are self employed without dependents you need W2s‼️
🎯If you receive SSI filing taxes can effect your benefits if you didn’t report income to SSI‼️
🎯1099 is Self Employment no taxes are withheld from it so it usually makes you owe‼️
🎯Dependents over the age of 18 needs to be either in school.. or disable to be considered a dependen‼️
🎯Filing Married means you have a 2 INCOME household which usually means your refund won’t always be large‼️
🎯Applying for an advance IS filing your return‼️
🎯Refunds release the same time EVER SINGLE YEAR 21 days after you file or the second week of February‼️

Yes we are working on Sundays
Contact Us for your tax needs

Knowledge is power 🙏🏾 If you owe the IRS, you can file for a Economic Hardship so that you can receive your tax refund. IF YOU OWE DEBT, YOU CAN STILL GET YOUR REFUND.... I was asked about this information, and I'm sharing it with my friends & fb family 🙌🏾

The form 8944 Hardship waiver requests must be submitted between October 1 through February 15. SOOOO BY February 15th,2024, it needs to be completed. It takes up to 4-6 weeks to get approved, so I suggest you wait to file once you receive your approval‼️

💎💎 Giving you GEMS