Thank you for visiting Obstacle Delusions

www.obstacledelusions.com

Download Section

IRS Forms

Instructions for Form 1040 and Schedules A, B, C, D, E, F, J, and SE - Just in case you are unsure of how to fill it out.

2005 Form 1040 General Instructions - More instructions, yea!

Form 4852 - This form is used when one has been issued an erroneous information return, such as a W-2 or 1099R, or has not received an information return from a third party payer.

Form 4506-T Request for Transcripts - Use this form to request a record of third party information returns from the IRS. This is useful if you no longer have copies of W-2 or 1099's etc and need to know the amounts reported to the IRS.

****NEW**** Form 8275 and its Instructions - This form is used to disclose items or positions that are inadequately disclosed on a tax return, and can help a person avoid certain penalties when taking an unusual position.

IRS Publications

Although taken with a grain of salt, these Publications often reveal procedures which will save you time and headaches when properly demanding your money back from the IRS.

IRS Publication 5 - This Publication explains that you can dispute most determinations from the IRS by requesting an appeals office conference. This Publication offers detailed instructions on how to dispute a Frivolous letter, Letter of Proposed Changes, or Notice of Claim Disallowance.

Misc IRS Documents

Here are some of the IRS's own manuals, for IRS employees. Read them carefully.

6209 Manual- This manual will assist you in deciphering the codes which are contained in an Individual Master File (IMF.) Some people find this useful, so I will include it here.

Sample Letters

These are generic letters in response to various attempts by the IRS to deny you of your property after filing a tax return, and properly rebutting erroneous information returns with the use of a Form 4852. They conform to the procedures outlined in IRS Publication 5. These letters are for example purposes only, and should not be used without being heavily modified to meet your specific situation. You are ultimately responsible for any letters signed under penalty of perjury.

Response to 3176 Frivolous Letter

Response to Claim Disallowance

Response to Letter of Proposed Changes

Response to CP22E by taxeraser - Wow, nice work!

Form W-0 - Affidavit to get the company you work for to sign. Very simple, and very powerful once it is signed. Now why didn't I think of that?

Form W-0 instructions - This is the only commentary on this form written by its anonymous author.