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Union Plus Online Tax Preparation and Electronic Tax Return Filing Services With the Union Plus Online Tax Preparation Service, union members and their families can use an online tax tool to prepare and file their taxes - at half the cost of similar services from H&R Block® and Quicken®.
Answers to the Top 10 Frequently Asked Questions (FAQs) regarding online income tax return preparation and electronic tax return filing: 1. What states support electronic tax return filing? The following states support electronic of income tax returns prepared via the Union Plus Online Tax Preparation Services: 
Back to Top 2. How quickly can I get my tax return refund after preparing the income tax return online and filing an electronic tax return? To check the progress of your current year's income tax return refund, call the IRS at 1-800-829-4477 and use the refund status option offered on the TeleTax system. Some tax return refunds may be delayed because of IRS compliance reviews to ensure that returns are accurate. If you file a complete and accurate tax return and you are due a federal refund, you should receive your refund following this schedule:
Back to Top 3. In which states can I pay my income taxes due with my Union Plus Credit Card? Through an agreement with Official Payments, we offer you the option of charging your federal and state income taxes to a credit card or debit card. A small convenience fee will apply.
Back to Top 4. Can I prepare a state tax return online and file an electronic state tax return without a federal income tax return? Yes, in most cases you may file your state income tax return separately. You should enter both your federal and state tax information and then calculate the tax return. For all states, except AR, HI, OK and OR, you can then file your state tax return independently. Please Note: You can utilize the Union Plus Online Tax Return Services to prepare and file an electronic tax return for just your federal taxes.
5. Do I qualify for electronic tax return filing?
Back to Top 6. Do I need to submit Forms W-2, W-2G or Form 1099-R if I am filing electronically? No, the requirement to attach Forms W-2, Wage and Tax Statement, Form W-2G, Certain Gambling Winnings, and Form 1099-R, Distribution From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contract, etc., with the Form 8453-OL, U.S. Individual Income Tax Declaration for an e-file Online Return, has been eliminated. However, the IRS advises you to continue to maintain copies of these attachments for your records. If you do not use a Self-Select PIN to sign your electronic income tax return, a completed Form 8453-OL should be mailed to the IRS service center where your electronic tax return was accepted. Back to Top 7. I've prepared and submitted my income tax return online, how do I check the status of the E-file return? Easily check your return status from the Union Plus Online Tax Preparation Service homepage by clicking the "Electronic Filing" menu then click on "Check the Status of your E-filed Return." You will need to enter your user ID and password and the status will be displayed. When you are logged into the online tax preparation service program you can view your status at any time by checking the status feature on the upper right hand side. Click on the "Federal" or "State" link to display the status of your income tax return. Back to Top 8. How do I print out a copy of my return? There are a few ways to find your AGI:
If you can't get last year's AGI: Last year's AGI is not needed to file your Federal taxes electronically this year and if you know last year's AGI, you will not have to mail anything to the IRS. If you do not know last year's AGI, you can still file your return electronically. But you need to mail form 8453-OL as the signature form for the return.
If you decide not to use the "paperless" method, click on the "Filing Options" link at the bottom right side of any page. Click "Continue" until you reach the "Signing Your Electronic Return" page and click "Clear all entries on this Page." Click "Previous" until you reach the "Filing Options" page. In the "Electronic Filing Signature Options" section, choose "Sign and Mail Form 8453-OL" from the dropdown list next to the question "How do you want to sign your return?"
For your convenience, the 8453-OL will be included in your printed return.
9. How do I print out a copy of my online income tax return?
Open your return, and select Print or E-file at the bottom of any of the program screens. If you have already paid your processing fee, then you need only select Step 4, View or print. If, for some reason you are unable to access your income tax return, you should call the IRS at (800) 829-1040 and request a copy of your tax return be mailed to you. The same request can be made to your local State Taxing Authority.
10. What happens if the IRS rejects my electronic tax return? First, you need to determine the reason for rejection. If it is something simple, like a misspelled name or your social security number was entered online incorrectly, then you only need to correct the mistaken information, and re-submit the tax return for electronic filing. If the issue is something more, you may need to contact the IRS at www.irs.gov or at (800) 829-1040 and find out what you need to do to correct the problem with your electronic income tax return. It is possible that you will not be able to file your tax return electronically due to some IRS regulation. In that case you will need to print out your return and mail it to the IRS. Your Union Benefits | Family Fun | About Us | E-News Sign-Up | Customer Service Contact Us | Site Index | Privacy Policy | Union Leaders | Visit AFL-CIO Union Plus benefits are for participating union members, retirees and their families. Copyright © 2008 Union Privilege. All rights reserved. Union Privilege, 1125 15th St., N.W., Suite 300, Washington, DC 20005 |
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