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 |