Tax Season Tips and Tricks 

Tax season is upon us, so here are some tips to help doing your taxes a little easier!

• Create or access your account information online. 

• Gather & organize your tax records.

• Check your Individual Tax Identification Number (ITIN)

  • An ITIN only needs to be renewed if it has expired and is needed on a U.S. federal tax return.

• Make sure you’ve withheld enough tax

  • Consider adjusting your withholding if you owed taxes or received a large refund when you filed.

  • Consider estimated tax payments if  you receive a substantial amount of non-wage income like self-employment income.

• Electronically with direct deposit information
  
  

• Social Security Number
• Individual Tax Identification Number
• W-2 Forms from your employer
• Forms 1099 from banks, issuing agencies, and other payers including: unemployment compensation, dividends, money from pension, annuity, or retirement plans
• Form 1099-K, 1099-MISC, or W-2 if you worked in the gig economy 
• Form 1099-INT if you paid interest 
• Other income documents or currency records
• Total Child Tax Credit Payments from 2021, Letter 6419
• Economic Impact Payments from 2021 (Stimulus Checks), Letter 6475
• Form 1095-A, Health Insurance Marketplace Statement

• Click HERE to find the necessary forms
  
  

• Yes, IF:
  • You made $73,000 or less in 2021, click HERE to file for free
  • You are a member of the armed forces or an eligible veteran, click HERE
• Regardless of income, click HERE for Free File Fillable Forms
  
  

How do I get my refund?

• You can check the status of your refund HERE.
  • If you filed electronically, it will be available within 24 hours after the IRS accepts and processes your tax return
  • If you filed a paper return, your refund can take up to 4 weeks 
• The IRS issues most refunds in 21 calendar days, however, delays may be expected due to additional reviews on accounts requesting corrections
  •  What to Expect for Refunds This Year | Internal Revenue Service (irs.gov)  
  •  Tax Season Refund Frequently Asked Questions 
  • Internal Revenue Service (irs.gov)
• If you filed for a regular return (1040 Form) and it has been over 45 days (for electronic) or 60 days (for mailed returns) and you have no status, submit your casework request here.