IRS Links

My IRS Refund Status
Make IRS Payment
Free IRS Transcript
IRS Online Account
Update my Address with IRS
First Time Homebuyer Credit Account Lookup

Other Links

US Accredited Postsecondary Education Institutions
FAFSA Eligible International Schools
Eligible Institutions for College Savings 529 Plan

CA Links

CA Franchise Tax Board Refund Status
Make CA FTB Payment
File a CA FTB Extension
Update my Address with CA FTB

Some items to bring to your tax appointment:

  • Social Security Card(s), Drivers License or Identification
  • Dependents Social Security Numbers and Date of Births
  • Last Year Federal and State Tax Returns
  • Form W2 Wage Statement
  • Form 1099 INT/DIV Interest and Dividends
  • Form SSA 1099 Social Security
  • Form 1099-G Unemployment Income
  • Form 1099-B Sales of Stocks or Bonds
  • Form 1099 MISC Self-Employed Business
  • Form W2G Lottery or Gambling Winnings
  • Lottery or Gambling Losses Receipts
  • Rental Income Report from Rental Properties
  • Income from Partnership, S Corporation, Trusts and Estate, K-1
  • IRA Contributions
  • Alimony Paid or Received
  • Child Day Care Expenses & Provider Tax ID#, Name & Address
  • All Charitable Contributions Donations
  • Form 1098-T Education Fees and Tuition
  • Form 1098-E Student Loan Interest
  • Casualty and Theft Loss Report (Hurricane, Fire, Theft Victims, Etc...)
  • Estimated Tax Payment Amounts
  • Job Related Relocation Expenses