Internal Revenue Service IRS Telephone Excise Tax Refund

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Internal Revenue Service (IRS)Telephone Excise
Tax Refund

• Get Back the Money Youre Owed

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What Is the Telephone Excise Tax Refund?

• A one-time refund available to any telephone
  customer who has paid tax on a long-distance
  service after Feb. 28, 2003, and before Aug. 1,
  2006.

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How Much Is the Refund?

• A standard refund amount ranging from 30 to 60,
  based on exemptions, can be requested through
  Form 1040EZ-T.
• Or, a refund equivalent to the actual amount of
  taxes paid can be requested by reviewing all
  phone bills after
• Feb. 28, 2003, and before Aug. 1, 2006.

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Why is the IRS Issuing a Refund?

• Recent federal court rulings have determined
  that the federal excise tax is no longer
  applicable to the way long-distance telephone
  service is billed today.

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Who is Eligible?

• In general, any individual, business or
  nonprofit organization that paid federal
  long-distance excise tax on telephone service
  billed after Feb. 28, 2003, and before Aug. 1,
  2006, is eligible to request the refund.

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How Do You Get the Refund?

• If you are not normally required to file an
  income tax return, use Form 1040EZ-T to request a
  standard refund amount.
• 2) Request a refund of the actual amount of taxes
  paid after Feb. 28, 2003, and before Aug. 1,
  2006, using Form 1040EZ-T and Form 8913.
• 3) If you are filing a regular 2006 income tax
  return, fill out an additional line item located
  on that form.

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Help Spread the Word

• Tell a friend.
• Post fliers.
• Distribute Form 1040EZ-T.
• Customize a newsletter article.
• Host an information session.

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• For more information on the
• telephone excise tax refund, visit IRS.govor
  call 1-800-829-4477 and
• select Topic 611