Resources & Forms

Resources

Check Refund Status
You can generally expect the IRS to issue your refund in less than 21 calendar days after processing your tax return. Use this tool to check on the status of your refund. It provides the most up-to-date information the IRS has. There’s no need to call the IRS unless Where’s My Refund? tells you to do so. Where’s My Refund? is updated every 24 hours – usually overnight — so you only need to check once a day.  You will need:

  • Social Security Number
  • Filing Status
  • Exact Refund Amount

Tax Refund Bank Product
Check the status of your Tax Refund Bank product.  If your refund is being held due to a delinquent student loan or child support, please call US Treasure Offset Center at 800-304-3107

Forms

Application Form:  SS-4 (EIN)
Employer Identification Number Application

Form W-9
Request for Taxpayer Identification Number and Certification

Form W-4
Employee’s Withholding Allowance Certificate

Form W-2
Wage and Tax Statement

Form 941
Employer’s Quarterly Federal Tax Return

Form 4506-T
Request for Transcript of Tax Return

Form 1040
U.S. Individual Income Tax Return

Form 1040 Schedule D
Capital Gains & Losses

Form 1040-ES
Estimated Tax for Individuals

Form 1040-EZ
Income Tax Return for Single and Joint Filers With No Dependents

Form 1040-X
Amendeded U.S. Individual Tax Return

Form 1099-MISC
Miscellaneous Income

Form 2290
Heavy Highway Vehicle Use Tax Return

Form 2848
Power of Attorney & Declaration of Representative

Form 4506
Request Copy of Tax Return

Form 4506T-EZ
Short Form Request for Individual Return Transcript

Form 4868
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Form 8822
Change of Address

 

For all other IRS Forms and Documents, please click here.