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Tax Resources

Everything you need. All in one place.

IRS tools, refund trackers, required documents, and tax deduction checklists, compiled for Shah & Associates clients.

IRS Quick Tools

Federal tax tools

Official IRS links, opens in a new tab.

Track Your Federal Refund

Check the status of your federal tax refund directly on the IRS website. Updated daily.

Check Refund Status

Track Amended Return Refund

Filed an amended return (Form 1040-X)? Track its status separately from your original refund.

Track Amended Refund

Search IRS Publications

Find official IRS publications and guidance documents on any tax topic, form, or situation.

Search Publications

Find IRS Tax Forms

Download any IRS tax form, schedule, or instruction booklet directly from IRS.gov.

Browse Tax Forms
State Refund Tracker

Check your state refund

Select your state below to be taken directly to that state's refund tracking page. States marked with no income tax do not have a refund tracker.

Showing 6 of 50 states. Search above to find yours.

Document Checklist

What to bring for tax preparation

Gather these documents before your appointment or upload securely through our client portal.

Use Ctrl+P or Cmd+P to print this checklist.

Identity Documents

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Copy of Driver's License or State ID
Social Security Cards (all family members)
Proof of Residence for dependents claiming EIC

Income Documents

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W-2 forms (you and spouse, all employers)
Investment income: 1099-INT, 1099-DIV, 1099-B, K-1s
Stock option information
State and local income tax refunds: Form 1099-G
Unemployment income: Form 1099-G
Taxable alimony received
Business or farming income: profit/loss statement
Home office details: home size, office size, all expenses
IRA/pension distributions: Forms 1099-R and 8606
Rental property income/expenses: profit/loss statement
Rental property suspended loss information
Social Security benefits: Form SSA-1099
Sale of property: original cost, improvement costs, escrow closing statement
Cancelled debt information: Form 1099-C
Prior year installment sale info: Form 6252, principal and interest collected, payer SSN and address
Other income: jury duty, gambling winnings, MSA distributions, scholarships

Other Tax Documents

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IRA contributions
Energy credits documentation
Student loan interest statements
Medical Savings Account (MSA) contributions
Self-employed health insurance payments
Keogh, SEP, SIMPLE or other pension plan info
Alimony paid (tax deductible amounts)
Educator expenses
State and local income taxes paid
Real estate taxes paid
Personal property taxes (vehicle license fees)
Estimated tax payments made during the year
Prior year refund applied to current year
Amount paid with any extension to file
Direct deposit info: routing and account numbers
Foreign bank account info: location, bank name, account number, peak value during the year

Tax Deduction Documents

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Child care costs: provider name, address, tax ID, and amount paid
Education costs: Form 1098-T, education expenses
Adoption costs: child SSN, legal/medical/transport costs
Home mortgage interest and points: Form 1098
Investment interest expense documentation
Charitable donations: cash amounts, donated property value, miles driven, out-of-pocket expenses
Casualty and theft losses: damage amount, insurance reimbursements
Medical and dental expense receipts

Not sure if a document applies to your situation? Bring it anyway and let your CPA decide. It is always better to have it and not need it than to need it and not have it.

Useful Contacts

IRS and tax authority contacts

Official contacts for common tax situations.

IRS Website

Official source for forms, publications, payments, and account access.

Visit IRS.gov

IRS Refund Status

Check where your federal refund is. Updated once daily, usually overnight.

Check Refund

IRS Phone Inquiry

Speak directly with an IRS representative about your account, a notice, or a payment.

(800) 829-1040
Mon-Fri 7am-7pm local time
Need Help?

Have questions about your specific situation?

These resources cover the basics but every tax situation is different. Talk to a CPA.

Schedule a Consultation Call: 704-588-0011
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