Checking refund status made easy.

Wondering where your refund is? You can check the status of your federal refund directly with the IRS.

What you'll need:

• Social Security number

• Filing status

• Exact refund amount

Check Your Refund

What Tax Documents Do I Need?

The following list of documents is provided to help you be ready for tax time.

Please note that not all items will apply to everyone.

Not sure what applies to you? Don’t worry — we’ll review your situation together and let you know exactly what’s needed.

General Documents

• Driver’s license or ID card
• Bank routing & account numbers for direct deposit
• 1095-A form (if ACA health insurance)
• Estimated Tax Payments—Dates and amounts paid
• Prior year tax return
• IRS Identity Protection PIN (if issued a 6-digit code)

FAMILIES WITH NEWBORNS:
• Child’s name, date of birth, SSN (for Trump Account registration)

FIRST TIME CLIENTS WITH CHILDREN:
• Copies of Social Security cards & birth certificates
• Proof of residence for dependents if claiming EIC

Income Documents

• Income from jobs: W-2s.
• Interest Income: 1099-INT.
• Dividend Income: 1099-DIV.
• Investments: 1099-B.
• Retirement Income: 1099-R.
• Social Security: SSA-1099.
• Income from state(s): 1099-G.
• Taxable alimony received.
• Rental property: income and expenses, property details.
• Income from sale of property—original cost and cost of improvements, escrow closing statement.
• K-1's.
• 1099-MISC.
• Cancellation of debt: 1099-C.
• Other Income: jury duty, gambling winnings.

Credits & Deductions

• Student loan interest.
• Educator expenses.
• Deductible alimony paid.
• Education costs: form 1098-T.
• IRA / ROTH contributions.
• HSA / MSA contributions.
• Keogh, SEP, SIMPLE, and other self-employed pension plans.
• Medical and dental expenses.
• State & local income taxes paid.
• Real estate taxes paid.
• Personal property taxes.
• Vehicle license fee based on value.
• Home mortgage interest: 1098.
• Cash Charitable donations— organization, date, amount.
• Non-Cash Charitable donations— organization, date, items donated, original cost, and value.
• Child care costs: provider’s name, address, tax id, & amount paid.
• Adoption costs.
• Investment interest expense.
• Energy credits.
• Casualty and theft losses—amt. of damage, insurance reimbursement.

Small Business

SCHEDULE C / SELF-EMPLOYED
• 1099-NEC
• Rideshare service statements (e.g., Uber, Lyft, DoorDash, etc.)
• Profit & Loss statement.
• Income & expense records.
• Bank Records
• Purchase receipts.
• Mileage log—date, to, miles.
• Home office: home size (SF), office/room size (SF).
• Asset purchase details (equipment, computers, vehicles).
• Self-employed health insurance.

PARTNERSHIPS & S-CORPS
• Company details and EIN.
• Information about partners, including ownership shares and social security numbers.
• Profit & Loss statement.
• Year-end Balance Sheet
• Records of income and expenses
• Receipts for purchases
• Details on asset acquisitions (such as equipment, computers, vehicles)
• Previous year's tax return