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WASHINGTON — Refunds totaling just over $917 million may be waiting for an estimated 984,400 taxpayers who did not file a federal income tax return for 2009, the Internal Revenue Service announced today. However, to collect the money, a return for 2009 must be filed with the IRS no later than Monday, April 15, 2013.

The IRS estimates that half the potential refunds for 2009 are more than $500.

Some people may not have filed because they had too little income to require filing a tax return even though they had taxes withheld from their wages or made quarterly estimated payments. In cases where a return was not filed, the law provides most taxpayers with a three-year window of opportunity for claiming a refund. If no return is filed to claim a refund within three years, the money becomes property of the U.S. Treasury.

For 2009 returns, the window closes on April 15, 2013. The law requires that the return be properly addressed, mailed and postmarked by that date. There is no penalty for filing a late return qualifying for a refund.

The IRS reminds taxpayers seeking a 2009 refund that their checks may be held if they have not filed tax returns for 2010 and 2011. In addition, the refund will be applied to any amounts still owed to the IRS or their state tax agency, and may be used to offset unpaid child support or past due federal debts such as student loans.

By failing to file a return, people stand to lose more than refund of taxes withheld or paid during 2009. In addition, many low-and-moderate income workers may not have claimed the Earned Income Tax Credit (EITC). For 2009, the credit is worth as much as $5,657. The EITC helps individuals and families whose incomes are below certain thresholds. The thresholds for 2009 were:

  • $43,279 ($48,279 if married filing jointly) for those with three or more qualifying children,
  • $40,295 ($45,295 if married filing jointly) for people with two qualifying children,
  • $35,463 ($40,463 if married filing jointly) for those with one qualifying child, and
  • $13,440 ($18,440 if married filing jointly) for people without qualifying children.

For more information, visit the EITC Home Page.

Current and prior year tax forms and instructions are available on the Forms and Publications page of IRS.gov or by calling toll-free 800-TAX-FORM (800-829-3676). Taxpayers who are missing Forms W-2, 1098, 1099 or 5498 for 2009, 2010 or 2011 should request copies from their employer, bank or other payer.

If these efforts are unsuccessful, taxpayers can get a free transcript showing information from these year-end documents by filing Form 4506-T, Request for Transcript of Tax Return, with the IRS or by calling 800-829-1040.

TaxACT makes it easy and fast to file previous year returns. Sign in to your existing TaxACT Online 2009 return, or create your 2009 return here.

Individuals Who Did Not File a 2009 Return with a Potential Refund

State or District Individuals Median Potential Refund Total Potential Refunds* ($000)
Alabama 16,000 $565 $13,317
Alaska 5,000 $658 $6,107
Arizona 24,800 $509 $20,742
Arkansas 8,600 $560 $7,289
California 100,700 $518 $92,590
Colorado 17,900 $556 $16,860
Connecticut 12,100 $638 $13,031
Delaware 4,000 $561 $3,405
District of Columbia 4,200 $595 $4,151
Florida 62,700 $577 $60,746
Georgia 31,300 $538 $27,409
Hawaii 7,200 $599 $7,448
Idaho 3,800 $511 $2,984
Illinois 39,500 $626 $39,613
Indiana 20,300 $592 $17,547
Iowa 9,800 $581 $7,893
Kansas 9,900 $509 $7,774
Kentucky 11,300 $578 $9,552
Louisiana 18,700 $592 $17,843
Maine 3,700 $505 $2,771
Maryland 23,100 $564 $22,780
Massachusetts 23,300 $572 $22,756
Michigan 30,000 $600 $28,019
Minnesota 13,600 $528 $11,480
Mississippi 8,700 $529 $7,144
Missouri 18,700 $500 $14,674
Montana 3,100 $511 $2,529
Nebraska 4,600 $543 $3,808
Nevada 12,600 $559 $11,058
New Hampshire 4,200 $615 $3,891
New Jersey 31,600 $642 $33,192
New Mexico 7,100 $567 $6,450
New York 62,700 $620 $65,277
North Carolina 26,200 $503 $21,337
North Dakota 1,900 $524 $1,682
Ohio 32,100 $561 $26,714
Oklahoma 15,200 $573 $13,442
Oregon 15,200 $516 $12,253
Pennsylvania 38,200 $619 $34,505
Rhode Island 3,300 $612 $3,148
South Carolina 10,800 $530 $9,347
South Dakota 2,100 $546 $1,728
Tennessee 16,400 $550 $14,513
Texas 86,000 $578 $86,136
Utah 6,500 $503 $5,397
Vermont 1,700 $551 $1,397
Virginia 28,800 $559 $28,027
Washington 27,200 $644 $29,807
West Virginia 4,100 $598 $3,894
Wisconsin 11,500 $505 $9,430
Wyoming 2,400 $657 $2,539
Totals 984,400 $569 $917,426

* Excluding the Earned Income Tax Credit and other credits.

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Upcoming Tax Dates

April 10 Employees who work for tips
If you received $20 or more in tips during March, report them to your employer. You can use Form 4070.

April 10 Communications and air transportation taxes under the alternative method
Deposit the tax included in amounts billed or tickets sold during the first 15 days of March.

April 14 Regular method taxes
Deposit the tax for the last 16 days of March.

April 15 Individuals
File a 2014 income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due. If you want an automatic 6 month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. For more information, see Form 4868. Then, file Form 1040, 1040A, or 1040EZ by October 15.

April 15 Individuals
If you are not paying your 2015 income tax through withholding (or will not pay in enough tax during the year that way), pay the first installment of your 2015 estimated tax. Use Form 1040ES.

April 15 Household Employers
If you paid cash wages of $1,800 or more in 2014 to a household employee, you must file Schedule H - Details

April 15 Partnerships
File a 2014 calendar year return (Form 1065) - Details

April 15 Partnerships
Electing large partnerships: File a 2014 calendar year return (Form 1065-B) - Details

April 15 Corporations
Deposit the first installment of estimated income tax for 2015 - Details

April 15 Social security, Medicare, and withheld income tax
If the monthly deposit rule applies, deposit the tax for payments in March.

April 15 Nonpayroll withholding
If the monthly deposit rule applies, deposit the tax for payments in March.

April 15 Household employers
If you paid cash wages of $1,900 or more in 2014 to a household employee, you must file Schedule H (Form 1040). If you are required to file a federal income tax return (Form 1040), file Schedule H (Form 1040) with the return and report any household employment taxes. Report any federal unemployment (FUTA) tax on Schedule H (Form 1040) if you paid total cash wages of $1,000 or more in any calendar quarter of 2013 or 2014 to household employees. Also, report any income tax you withheld for your household employees.

April 27 Communications and air transportation taxes under the alternative method
Deposit the tax included in amounts billed or tickets sold during the last 16 days of March.

April 29 Regular method taxes
Deposit the tax for the first 15 days of April.

April 30 Social security, Medicare, and withheld income tax
File Form 941 for the first quarter of 2015. Deposit or pay any undeposited tax under the accuracy of deposit rules. If your tax liability is less than $2,500, you can pay it in full with a timely filed return. If you deposited the tax for the quarter timely, properly, and in full, you have until May 11 to file the return.

April 30 Federal unemployment tax.
Deposit the tax owed through March if more than $500.

April 30 Form 720 taxes
File Form 720 for the first quarter of 2015.

April 30 Wagering tax
File Form 730 and pay the tax on wagers accepted during March.

April 30 Heavy highway vehicle use tax
File Form 2290 and pay the tax for vehicles first used in March.

View More Tax Dates