E-File, Requirements, and Refunds
| E-file | Dates, Eligibility, and General Information |
| Self-Select PIN Program | What is it? |
| Refunds | When to expect yours, How to check your status and who to contact |
| Filing Requirements | Do you have to file? What form to use. |
| Filing Status | Which Filing Status is right for you? |
| Dependents | General and Specific Information |
| Exemptions | Explained |
Income, Adjustments, and Deductions
| Adjustments | Eligible adjustments and limitations of each. |
| Itemized Deductions | When, What, Where and Why of Itemized Deductions |
| Other Income | Lawsuit Awards, Workers Comp, Inheritance, State Refund, Lump Sum Distributions |
| Pensions and Annuities | What is Taxable and Information on Pensions |
| Social Security Income | What to claim, What is Taxable, and General Information |
| Business/Self-Employment Income | Definitions, Income, Deductions and Tax |
| Capital Gains/Losses & Sale of a Home | General Information and Specific Information on Stocks |
| IRA's | Traditional, Roth, additional tax, what is deductible |
Tax Credits Information
| Child Care Credit | Where and How to Claim This Credit |
| Child Tax Credit | Qualifications, Eligibility, Additional Child Tax Credit, Required Forms |
| Education Credits/ Tuition & Fees | Eligibility, American Opportunity, Lifetime, Student Loan, Pell Grant, Income, Coverdell ESA |
| Earned Income Credit | Qualifications and Guidelines |
| Other tax Credits and Questions | Elderly, Retirement, Electric Vehicle, Health Coverage, Adoption, and Refundable Vs. Non-Refundable Credits |
General Information
| Amended Returns | When, What, How and Where for 1040X |
| Copy of Tax Information | How to Obtain a Copy and Getting Your AGI |
| Foreign Income | Exclusion and Credit, Rules and Eligibility |
| W-2 Questions | Statutory Employee, EIN, 1099-MISC |
| Payments | 1040V, Estimated payments, Pay by Credit Card |
Tax Forms and Publications
| Federal Forms | Printable PDF's for all Supported Forms, Instructions and Schedules for your Federal Return |
| State Forms | Printable PDF's for the most commonly used State Forms and Instructions |