Resources

Financial Links and Information

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Below is a list of websites that we have found to be helpful resources of information.

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Use your best estimates for the year ahead to determine how to complete Form W-4 so you don’t have too much or too little federal income tax withheld.  

Calculate The Impact of Non-Cash Charitable, like: clothing, electronics, furniture, and housewares.

Should I Itemize

Medical Care Expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or payments for treatments affecting any structure or function of the body.

There are four types of deductible non-business taxes

  • State, local, and foreign income taxes
  • State and local general sales taxes
  • State and local real estate taxes, and
  • State and local personal property taxes

Prior to 2019 tax year were uninsured? You may qualify for an exemption form the Affordable Care Act penalties.

If you use part of your home for business, you may be able to deduct expenses for the business use of your home. The home office deduction is available for homeowners and renters, and applies to all types of homes.  https://www.irs.gov/businesses/small-businesses-self-employed/home-office-deduction

Resolving tax-related identity theft issues.

The IRS doesn’t initiate contact with taxpayers by email or telephone to request personal or financial information. This includes any type of electronic communication, such as text messages and social media channels.

  • Go to IRS.gov/IDProtection for information.
  • If your SSN has been lost or stolen or you suspect you’re a victim of tax-related identity theft, visit IRS.gov/IdentiityTheft to learn what steps you should take.

Checking on the status of your refund.

Go to IRS.gov/Refunds.

  • The IRS can’t issue refunds before mid-February 2019 for returns that claimed the EIC or the ACTC. This applies to the entire refund, not just the portion associated with these credits.
  • Download the official IRS2Go app to your mobile device to check your refund status.
  •  Call the automated refund hotline at 800-829-1954.

Making a tax payment.

 The IRS uses the latest encryption technology to ensure your electronic payments are safe and secure. You can make electronic payments online, by phone, and from a mobile device using the IRS2Go app. Paying electronically is quick, easy, and faster than mailing in a check or money order. Go to IRS.gov/Payments to make a payment using any of the following options.

  • IRS Direct Pay: Pay your individual tax bill or estimated tax payment directly from your checking or savings account at no cost to you.
  • Debit or credit card: Choose an approved payment processor to pay online, by phone, and by mobile device.
  • Electronic Funds Withdrawal: Offered only when filing your federal taxes using tax return preparation software or through a tax professional.
  • Electronic Federal Tax Payment System: Best option for businesses. Enrollment is required.
  • Check or money order: Mail your payment to the address listed on the notice or instructions.
  • Cash: You may be able to pay your taxes with cash at a participating retail store.

What if I can’t pay now?

Go to IRS.gov/Payments for more information about your options.

Apply for an online payment agreement (IRS.gov/OPA) to meet your tax obligation in monthly installments if you can’t pay your taxes in full today. Once you complete the online process, you will receive immediate notification of whether your agreement has been approved.

Use the Offer in Compromise Pre-Qualifier (IRS.gov/OIC) to see if you can settle your tax debt for less than the full amount you owe.

Checking the status of an amended return.

 Go to IRS.gov/WMAR to track the status of Form 1040X amended returns. Please note that it can take up to 3 weeks from the date you mailed your amended return for it to show up in our system and processing it can take up to 16 weeks.

Understanding an IRS notice or letter.

 Go to IRS.gov/Notices to find additional information about responding to an IRS notice or letter.

Contacting your local IRS office.

Keep in mind, many questions can be answered on IRS.gov without visiting an IRS Tax Assistance Center (TAC). Go to IRS.gov/LetUsHelp for the topics people ask about most. If you still need help, IRS TACs provide tax help when a tax issue can’t be handled online or by phone. All TACs now provide service by appointment so you’ll know in advance that you can get the service you need without long wait times. Before you visit, go to IRS.gov/TACLocator to find the nearest TAC, check hours, available services, and appointment options. Or, on the IRS2Go app, under the Stay Connected tab, choose the Contact Us option and click on “Local Offices.”