IRS Resources

Many of your tax questions can be cleared up with a phone call or a stop at the Internal Revenue Service website.

IRS Website

Visit the IRS website to download forms, instructions, and publications at www.irs.gov.

TeleTax Topics

The IRS has pre-recorded tax information on about 140 topics that answers many federal tax questions. Touch-tone service is available 24 hours a day, 7 days a week. (Rotary dial service is also available. Hours of operation may be restricted, however.) Call 1-800-829-4477.

*Topic numbers as of January 1, 2012 (See IRS Publication 910 for a complete list of topics).

Key IRS Publications

Forms, instructions, and publications are available free upon request by downloading them from the IRS website. They may also be found at your local IRS office, bank, post office, or library, or by calling 1-800-TAX-FORM (1-800-829-3676).

Publication Number*

Title

17

Your Federal Income Tax for Individuals

505

Tax Withholding and Estimated Tax

550

Investment Income and Expenses
551
Basis of Assets
560
Retirement Plans for Small Business

575

Pension and Annuity Income

590

Individual Retirement Arrangements (IRAs)

910

Guide to Free Tax Services

929

Tax Rules for Children and Dependents

970

Tax Benefits for Education
*See IRS Publication 17 or 910 for a complete list of titles.

Important Phone Numbers

Some Reminders

The IRS reports that common errors and oversights result in thousands of rejected tax returns every year. With that in mind, we offer these final suggestions to make tax time less taxing for you:

  • Double-check your calculations.
  • Enclose all required forms and documentation.
  • Sign and date your return.
  • Keep a copy of all documents for your personal records.
  • Enclose a check for the amount of any tax due.
  • Affix sufficient first-class postage.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

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