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BIR Offers Tax Tips For Filing The 2022 Tax Return

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Joel Lee, CPA
Joel Lee, CPA,  Director of the Virgin  Islands Bureau of  Internal Revenue

Joel Lee, CPA,  Director of the Virgin  Islands Bureau of  Internal Revenue reminds the taxpaying public that the due date for the 2022 income tax return is April 18, 2023.

In  order  to  ensure  that  returns  are  processed  without  unnecessary  delays,  Director  Lee provides the following tax tips:

  1. Include  current  mailing  address.    Include  your  current  mailing  address  on  the income tax return. Make sure to include the full address  that is required by the US Postal Service in order to ensure that we can make contact with you if necessary.  Verify your mailing address prior to signing your return. If you need to make a change to the address  that  the  Bureau  has  on  file,  please  use  Form  8822,  Change  of  Address,  to provide the current address to the Bureau. If the return is joint, both taxpayers must sign the Change of Address form.
  2. Make sure that social security numbers are provided for the taxpayer, spouse, and all  dependents.    An  incorrect  or  missing  social  security  number  will  delay  the processing time of the refund and may increase the tax due or reduce the refund.  If you have  a  change  in  your  name  due  to  marriage  or  divorce,  please  contact  the  Social Security Office to update your records.
  3. Make  sure  all  schedules  and  related  forms  are  securely  stapled  to  the  return.
    Please attach the applicable schedules to the return and include any other forms that are required.
  4. When filing Form 8689, please include all W-2s and the copy of Form 1040.  The Form 8689, Allocation of Individual Income Tax to the U.S. Virgin Islands, is a part of the tax return and the entire tax return must be filed with the Bureau to properly process and determine correct amount of taxes due to the Virgin Islands.
  5. Stimulus Payments are not taxable. Based on the most recent decision by federal government,  COVID  related  incentives  are  not  taxable.  These  include  the  $500 payments  to  Social  Security  recipients,  Premium  Pay  payments  and  all  stimulus payments.
  6. Sign all tax returns.  A return that is not signed is not a valid return for tax purposes.
    All income tax returns must have original signatures.  Local taxes, such as  withholding, gross receipts and other tax returns do not require original signatures  Returns must be signed  by  the  taxpayer  and  spouse,  if  applicable,  or  an  appropriate  officer  of  the company.


If there any questions concerning the tax tips mentioned, please contact the Office of Chief Counsel
at (340) 714-9310.