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Tax resources

Answers and tools, in one place.

Trusted places to check a refund, look up a deadline, or figure out what to hold on to — between conversations. When something turns on your specific numbers, bring it to us.

Guides

Official IRS tools

These open the IRS’s own websites in a new tab. Tahtouh Tax is not affiliated with the IRS.

Before you file — what to gather

  • Prior-year return. Last year’s federal and state returns as filed.
  • Identity details. SSNs or ITINs and dates of birth for everyone on the return; an IP PIN if the IRS issued you one.
  • Income documents. W-2s, and 1099s for contract work, interest, dividends, retirement, or brokerage activity; K-1s from any partnership or S corporation.
  • Deductions and credits. Records for mortgage interest, property tax, charitable gifts, education, child care, energy improvements, and medical costs, where they apply.
  • Business and rental records. Income and categorized expenses, mileage, and asset purchases for the year.
  • Payments already made. Estimated tax payments and any prior-year refund applied forward.

A note on accuracy. These guides are general and deliberately avoid year-specific dollar figures so they stay useful between filing seasons. Rules also differ by state and by situation. Confirm anything that matters with us or on IRS.gov before acting on it.