If you would like to know when you would be receiving tax refund from federal and stated, this is the place to check.

IRS:
Click here to check your federal refund.
Click here to track your "Amended Return" for up to three years.

State:
Click here for your Colorado return.
Click here for your Illinois return.
Click here for your Indiana return.
Click here for your Michigan return.
Click here for your Wisconsin return.

Note:  We do not endorse any of the businesses, products, or services you may find on the links section of this site.

Tax.Illinois.gov
Illinois WebFile

Vectorvest.com
Need to manage your portfolio?

Smartmoney.com
Has information on stocks, funds, bonds, and personal finance.

Collegesavings.org
Do you need information on starting a college fund?

Finaid.org
Look up scholarships, loans, financial aid, etc.

Irs.gov
Internal Revenue Service

IRS Tax Withholding Estimator
A useful tool for estimating withholdings as an employee.

SocialSecurity.gov
Verify workers Social Security Number

Minimum Wage Information
Information about scheduled minimum wage increases

Minimum Wage Tax Credit in Illinois
Information about a tax credit for small businesses affected by minimum wage increases in Illinois.

IRS:

Federal Tax Information Forms and Booklets Teletax Refund Information Refund Status	(800) 829-1040 (800) 829-3676 (800) 829-4477 (800) 829-1954

Illinois:

Assistance Refund Status

(800) 732-8866 (800) 732-8836

Important Links

IRS Forms and Publications
Free File Simple Tax Form - IRS
Standard Mileage Rates
IL Department of Labor Mandatory Workplace Posters

Tax Calculators

Federal Withholding Calculator & Instructions
Illinois Income Tax Calculator

This is a list of the most common items we’ll need to finish your return.  We’ll call you if we need anything else.  (You don’t need to return this list to us unless you make notes we should be aware of.)

• New Clients: copies of prior federal, state, and local returns and depreciation schedules, if applicable (at least one year, preferably three).
• All return packets or mailing labels sent to you by the various taxing agencies.
• All W-2’s.
• All 1099 forms received confirming income from interest, dividends, retirement, Social Security, disability, unemployment, gambling winnings, and so on.
• All income information for children if you want us to prepare any required returns.
• Year-end statement of mortgage interest (Form 1098), escrow activity, and balance on mortgage or home equity loans and real estate taxes paid.
• Total of charitable contributions and details for any noncash contributions over $500.
• Copies of all LLC, partnership, or S corporation K-1s (send separately later if everything else is ready, and let us know they’re coming).
• A closing statement for each transaction if you bought, sold, or refinanced real estate.
• If you sold any shares of mutual funds and basis information is not provided by the broker, detail all activity in the funds sold from original purchase date through date-of-sale date (year-end summary statements are ideal).
• If you are claiming auto mileage as a deduction for business, rental properties, or unreimbursed employee expenses, we need to know total miles, commuting miles, and business miles driven for the year.
• If you lease your car or are deducting actual expenses, please also provide the original value of the car (what you could have bought it for); the date of lease; and all expenses for lease payments, gas, car washes, licenses, insurance, tires, repairs, and so on.
• Copies of any federal, state, or local tax correspondence during the year, including all payments make or refunds received.
• All legal documents for divorce decrees.
• Voided check for the account where refunds should be direct deposited (optional).
• Signed engagement letter (sent out with the organizer).
• Copies of cancelled checks for all federal and state estimated tax payments (all quarters paid).

Click here to download the 1040 Information Checklist.

Year-end Tax Planning

Click here for a year-end tax planning guide.