Tax Center
Track Your RefundWhen to Expect Your Tax Refund?
If you're wondering when you'll receive your tax refund, refunds are typically processed within 2-3 weeks from the date of filing. Keep in mind that processing times can vary based on factors like IRS workload and your chosen refund method.
Check your Federal Refund click here
Tax Preparation ChecklistEnsure a smooth and efficient tax filing process with our detailed checklist. Gather the necessary documents and information ahead of time to avoid delays:
Personal Information
Individual Tax Deadlines- Valid ID for yourself and spouse
- SSN for yourself, spouse, and dependents
- Date of birth for you, spouse, and your dependents
- W-2 Forms (from employers)
- 1099 Forms (for freelance, contractor, investment income, etc.)
- 1099-INT (interest income)
- 1099-DIV (dividends)
- 1099-MISC (miscellaneous income)
- 1099-NEC (non-employee compensation)
- Self-Employment Income (e.g., profit and loss statement)
- Alimony received (if applicable)
- Social Security Benefits (Form SSA-1099)
- Rental income and expenses (if applicable)
- Other income documentation (e.g., gambling winnings, prizes, etc.)
- Child Tax Credit information (children’s SSNs, birthdates)
- Educational Expenses (Form 1098-T for tuition, Form 1098-E for student loan interest)
- Mortgage Interest (Form 1098)
- Property Tax Payments
- Medical Expenses (if itemizing deductions)
- Charitable Contributions (receipts for donations)
- Retirement Contributions (IRA, 401(k) contributions)
- Income Statements (if self-employed or owning a business)
SAMPLE P&L HERE - Business Expenses (receipts, invoices, etc.)
- Mileage Logs (if claiming vehicle deductions)
- Home Office Deduction details (square footage, utility bills, etc.)
- Last year’s tax return (helps for comparison and identifying carryovers)
- Any IRS Notices or Letters (e.g., CP2000, IRS audit letters)
- Bank Routing Number & Account Number (for direct deposit)
- Are you planning to file jointly or separately with your spouse?
- Any major life changes (e.g., marriage, divorce, birth of a child)?
- Did you receive any COVID-related tax relief payments?
| Deadline | Description | Form(s) Affected |
|---|---|---|
| January 31st | Deadline for Employers to Provide W-2 Forms and Issue 1099 Forms | W-2, 1099 Forms |
| January 31st | Health Savings Account (HSA) Contributions Deadline | HSA Contributions |
| April 15th | Individual Tax Returns Due, IRA Contributions Due, First Quarter Estimated Tax Payment Due | Form 1040, IRA Contributions, Estimated Tax Payment |
| April 15th | Employer Payroll Tax Returns Due | Form 941 |
| June 15th | Second Quarter Estimated Tax Payment Due | Estimated Tax Payment |
| June 15th | Second Quarter Estimated Tax Payment Due for Self-Employed and Businesses | Estimated Tax Payment |
| September 15th | Third Quarter Estimated Tax Payment Due | Estimated Tax Payment |
| October 15th | Extended Individual Tax Filing Deadline | Form 1040 |
Business Tax Deadlines
| Deadline | Description | Form(s) Affected |
|---|---|---|
| April 15th | Corporate Tax Returns Due (C Corporations) | Form 1120 |
| September 15th | S Corporation & Partnership Tax Returns Due | Form 1120S, Form 1065 |
| October 15th | Corporate Tax Return Filing Deadline (if Extension Filed) | Form 1120 |
| October 15th | IRA Rollovers Deadline | IRA Rollovers |