Form As 2907 1 PDF Details

Form AS 2907 1 is a new Arizona tax form that was released on January 17th, 2017. The form is used to report capital gains and losses from the sale of investment property. Taxpayers who have sold or disposed of any capital assets during the year must use this form to calculate their net capital gain or loss. The deadline to file Form AS 2907 1 is April 18th, 2017. Details about how to complete and submit this form can be found on the Arizona Department of Revenue website. Note that taxpayers are also required to submit Schedule D with their tax return if they have net capital gains or losses for the year.

QuestionAnswer
Form NameForm As 2907 1
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namescommonwealth of puerto rico form 2907 fillable, testamentary, commonwealth of puerto rico form 2907, 2907.1

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Form AS 2907.1

(previously 330-05) Rev. Jan 13 09 CA 04-05

OFFICIAL USE

Negociado de Procesamiento de Planillas o Negociado de Impuesto al Consumo

Preparada por:

Commonwealth of Puerto Rico

Department of the Treasury

INTERNAL REVENUE AREA

REQUEST FOR COPY OF THE RETURN, ESTATE

OR GIFT CERTIFICATE OF RELEASE

OFFICIAL USE

Negociado de Procesamiento de Planillas o Negociado de Impuesto al Consumo

Número de solicitud

Número(s) de serie

Name of taxpayer, merchant, deceased or donor (as applicable)

Social Security No.

Merchant’s Registration No.

Name of spouse (as applicable)

Social Security No.

Name of administrator or authorized agent (as applicable)

Social Security No.

Taxpayer’s postal address

Office Telephone:

Home Telephone:

PART I

TYPE OF TAXPAYER - Please, check only one type of taxpayer per request form

Individual/Deceased

Fiduciary or Estate

Partnership (Indicate date of

Corporation (Indicate date of

organization:_________________)

incorporation:__________________)

 

 

PART II

SERVICE REQUESTED - Please, check only one service per request

- Copy of Return (not protocolar) - one $5.00 Internal Revenue stamp for each copy of return requested.

- Copy of Return (protocolar) - one $7.00 Internal Revenue stamp for each copy of return requested.

PART III

TYPE OF DOCUMENT REQUESTED - Please, select only one type of document per request

 

- Individual Income Tax Return

- Employer’s Quarterly Return of Income Tax

- Informative Return of Segregation,Aggregation

 

 

Withheld (Form 499R-1B)

 

or Transfer or Real Property (Form SC 2821)

- Corporations and Partnerships Income Tax

- Excise Taxes Monthly Return (Form SC 2225)

- Sales and Use Tax Monthly Return (Forrm

Return

 

 

 

SC 2915)

 

- Certificate of Release of Gift Tax Lien (Form SC

- Certificate of Release of Estate Tax Lien (Form

- Sales and Use Tax Annual Informative Return

6136) - Please, indicate the following:

SC 6136) - Please, indicate the following:

(Form SC 2935)

 

Date of Gift: ___________________________

Date of Death: _________________________

- Other - (Indicate name and number of the

Case No. (control): ____________________

Case No. (control): ____________________

 

 

 

 

form):_______________________________

- Gift Tax Return (Form SC 2788)

- Estate Tax Return (Forms SC 2800, SC 2800A

___________________________________

 

 

or AS 2801)

 

___________________________________

 

 

 

 

___________________________________

PART IV

DETAIL OF DOCUMENTS REQUESTED

 

_____________________________________

 

 

 

 

Tax Period

 

 

Total amount to pay in Internal Revenue stamps

This request form provides only for 3 tax periods. Please complete another form for additional tax

Amount of

Cost for each document

 

periods.

 

 

documents

requested (see Part II for

Total amount to

 

Beginning

Ending

requested

details of cost)

pay

 

 

 

 

PART V

DETAIL OF INTERNAL REVENUE STAMPS INCLUDED WITH THIS REQUEST

 

 

Serial number

Cost

Serial number

Cost

Serial number

Cost

 

$

$

 

 

$

PART VI

 

DECLARATION AND SIGNATURE

 

 

 

I hereby declare under the penalty of perjury, that the information provided on this document is true, correct and complete. Also, I certify that the information of my identification card is correct and that I am available to present the same if it is required by the Department.

 

 

 

Name (Print)

 

 

Signature

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

Person requesting the service:

Type of Identification (Please include copy of the same):

Identification Card No.

 

 

 

 

Taxpayer / Spouse

License

 

Employee card - public sector

 

 

 

 

 

 

Electoral card

 

Student card - public system

 

 

 

 

 

 

Authorized Agent / Administrator

Passport

 

Veteran identification card

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Retention: Six (6) years.

 

SEE INSTRUCTIONS ON BACK.

 

 

 

 

 

 

 

 

 

 

 

 

 

FORM AS 2907.1 - REQUEST FOR COPY OF THE RETURN, ESTATE OR GIFT CERTIFICATE OF RELEASE

Instructions

1.The Request for Copy of the Return, Estate or Gift Certificate of Release, Form AS 2907.1 (from now on Request), will be used by any taxpayer (authorized agent / administrator) interested in obtaining copy of any of the documents indicated in Part II of this form.

As general rule, the Department will issue Form SC 2903, Certification of the Information Included on the Individual Income Tax Return, in substitution of the copy of the individual income tax return. This Certification has the same validity for every purpose as the copy of the return and contains the most relevant facts of the same, including the biographical and financial information presented by the taxpayer and any adjustment made by the Department of the Treasury.

2.The Request must include an Internal Revenue stamp (please do not send cash with this request) for each one of the documents requested, and copy of the photo identification card of the taxpayer and authorized agent or administrator, whichever applies. If the applicant is an authorized agent, the Request must include Form AS 2745-A, Power and Declaration of Representation, or a letter signed by the taxpayer authorizing the request. If the taxpayer is a corporation or other juridical entity, the Request must include a letter, in stamped paper of the corporation or entity, signed by the corporation’s authorized executive. If the taxpayer is a veteran, he must include the Honorable Discharge (Form DD-214) to receive this service free of charge. If the taxpayer who is a veteran dies, the surviving spouse is entitled to the same benefit of obtaining the copy free of charge if the Certificate of Marriage, Certificate of Death and Form DD-214 of the deceased veteran are submitted.

The petitioner will submit a valid photo identification card, with a legible name and signed. The identification must be issued by the Agencies, Municipalities, Public Corporations or Instrumentalities of the Commonwealth of Puerto Rico or the United States. The qualified identifications are the following: (a)- Driver’s license;

(b)- Electoral card; (c)- Student card of the public sector; (d)- Employee card of the public sector; (e)- Veteran identification card; (f)- Passport (in these cases it will be accepted the passport issued by any foreign authority).

3.The Request must be completed in all of its parts and delivered to any of the Taxpayer’s Service Centers of the Taxpayer’s Service Bureau (Centers). For the location of the Centers and to obtain additional information regarding this procedure, you may call the following telephone numbers: [San Juan (787) 722-0216]

[Ponce (787) 844-8800] [Bayamón (787) 778-4949] [Caguas (787) 258-5272, 745-0666] [Mayagüez (787) 265-5200]. Also, the Request can be mailed to the following address: Department of the Treasury, Photocopy Section, Returns Processing Bureau, PO Box 9022501, San Juan, PR 00902-2501.

If the Request is regarding exclusively to the Sales and Use Tax Monthly Return (Form SC 2915) or to the Sales and Use Tax Annual Informative Return (Form SC 2635), it must be delivered to any of the Merchant’s Service Districts of the Consumption Tax Bureau (Districts). For the location of the Districts and to obtain additional information regarding this procedure, you may call the following telephone numbers: [San Juan (787) 782-7244 / (787) 277-3939] - [Bayamón (787) 785-2268 / (787) 785-5675] - [Carolina (787) 701-2740 / (787) 276-3650] - [Caguas (787) 745-9440 / (787) 743-2908] - [Humacao (787) 852- 5595 / (787) 852-3003] - [Arecibo (787) 878-0322 / (787) 879-2952] - [Ponce (787) 842-6261 / (787) 842-8903] - [Mayagüez (787) 831-6130 / (787) 832- 3152] - [Aguadilla (787) 890-0430 / (787) 890-0895]. Also, the Request can be mailed to the following address: Department of the Treasury, Consumption Tax Bureau, Returns Processing Division, PO Box 9024140, San Juan, PR 00902-4140.

4. If the taxpayer or the spouse died, the Request can be completed by the following:

mWidow (er) – If the taxpayer or his spouse filed the return as married living with spouse, the surviving taxpayer or spouse can request copy of the document. Nevertheless, if the taxpayer or his spouse filed separate returns, the surviving taxpayer or spouse can not request copy of the document for the other unless in addition to be the spouse, he/she is one of the heirs, one of the testamentary beneficiaries or the testamentary executor, in which case the Heirs Declaration or Testament must be included, as applicable.

mAny heir – Can request copy of the document and must include the Heirs Declaration with the Request. If the heir is a minor, the legal representative must complete and sign the form Power and Declaration of Representation (Form AS 2745-A). Also, the legal representative must submit the Court Resolution with the Request, in which he was designated as representative.

mAny beneficiary or testamentary executor – Can request copy of the document and include the Testament with the Request. If the beneficiary is a minor, the legal representative must complete and sign the form Power and Declaration of Representation (Form AS 2745-A). Also, the legal representative must submit the Court Resolution with the Request, in which he was designated as representative.

Also, the petitioner must include with the Request the Certificate of Death and copy of the photo identification, in accordance with the established procedures.

5.If the Request is incomplete, the necessary information will be required in writing. The Department of the Treasury will consider the case terminated after 20 working days without receiving the answer and will return all the documents submitted by mail, including the Internal Revenue canceled stamps. The Internal Revenue stamps will be canceled as payment for the administrative expenses incurred by the Department in the receipt, handling and return of the documents that could not be processed, and the same can not be used to request any other service, neither you can claim their cost. If the taxpayer is still interested in copy of the document, he/she must submit another request with the purchase of the corresponding Internal Revenue stamps.