| Wells Income Tax |
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The telephone excise tax refund (TETR) is a one-time payment available on the 2006 in come tax
return, designed to refund the previously collected federal excise tax on long distance or bundled
service.
Who is eligible for the refund?
In general, any individual, business, or tax-exempt organization that paid federal excise tax on long
distance or bundled service billed after February 28, 2003 and before August 1, 2006 may be eligible
to request the refund on the 2006 tax return. Taxes paid on local-only service are not eligible for the
refund.
How do taxpayers request a refund?
Individual taxpayers can request a standard amount from $30 to $60 based on the number of
exemptions claimed on their tax returns. Individual taxpayers who choose the standard amount need
only fill out one line on their tax returns. The standard amount is based on actual telephone usage
data and the amount applicable to a family or other household reflects the long distance phone tax
paid by similarly-sized families or households.
Requesting the standard amount may be the easiest way for taxpayers to get their refunds and avoid
gathering 41 months’ worth of old phone records. For some taxpayers, requesting a refund based on
the actual amount of tax paid may be more beneficial. These taxpayers should review their phone bills
since Feb. 28, 2003. Taxpayers who choose this option can fill out Form 8913 and attach it to their
regular 2006 income tax returns (Forms 1040, 1040A, 1040NR or 1040EZ).
For those who do not otherwise have to file a tax return, the new Form 1040EZ-T can be used to
request this refund. If filers request the standard amount, they can simply fill out form 1040EZ-T using
the eligible number of exemptions.
If filers request the actual amount of tax paid, they must fill out Form 8913, Credit for Federal
Telephone Excise Tax Paid, and attach it to Form 1040EZ-T.
return, designed to refund the previously collected federal excise tax on long distance or bundled
service.
Who is eligible for the refund?
In general, any individual, business, or tax-exempt organization that paid federal excise tax on long
distance or bundled service billed after February 28, 2003 and before August 1, 2006 may be eligible
to request the refund on the 2006 tax return. Taxes paid on local-only service are not eligible for the
refund.
How do taxpayers request a refund?
Individual taxpayers can request a standard amount from $30 to $60 based on the number of
exemptions claimed on their tax returns. Individual taxpayers who choose the standard amount need
only fill out one line on their tax returns. The standard amount is based on actual telephone usage
data and the amount applicable to a family or other household reflects the long distance phone tax
paid by similarly-sized families or households.
Requesting the standard amount may be the easiest way for taxpayers to get their refunds and avoid
gathering 41 months’ worth of old phone records. For some taxpayers, requesting a refund based on
the actual amount of tax paid may be more beneficial. These taxpayers should review their phone bills
since Feb. 28, 2003. Taxpayers who choose this option can fill out Form 8913 and attach it to their
regular 2006 income tax returns (Forms 1040, 1040A, 1040NR or 1040EZ).
For those who do not otherwise have to file a tax return, the new Form 1040EZ-T can be used to
request this refund. If filers request the standard amount, they can simply fill out form 1040EZ-T using
the eligible number of exemptions.
If filers request the actual amount of tax paid, they must fill out Form 8913, Credit for Federal
Telephone Excise Tax Paid, and attach it to Form 1040EZ-T.
