Resources
Helpful Links
IRS Transcripts
Wage & Income Transcript
Tax Return Transcript
Account Transcript
Verification of Non-Filing Letter
https://www.irs.gov/individuals/get-transcript
Where's My Refund?
Check the status of a federal tax refund
https://www.irs.gov/refunds
Make an IRS Payment
Pay balance due
Estimated tax payments
Payment plans
https://www.irs.gov/payments
IRS Resources
Health Insurance Documents
IRS Online Account
View tax records and transcripts
Retrieve prior-year AGI
View payment history and balances due
Access tax notices
Retrieve or request an IP PIN
https://www.irs.gov/payments/online-account-for-individuals
Get an IRS IP PIN (Identity Protection PIN)
Obtain a new IP PIN
Retrieve a lost IP PIN
Protect against tax identity theft
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
Social Security
Marketplace Form 1095-A
Download Form 1095-A for Marketplace (Affordable Care Act) coverage
Required to prepare returns claiming Premium Tax Credits
https://www.healthcare.gov/tax-form-1095/
my Social Security Account
Obtain Social Security benefit statements
View earnings history
Download SSA-1099
Verify income records
https://www.ssa.gov/myaccount/
Business Owners
California Franchise Tax Board
View balances
Make payments
Check refund status
https://www.ftb.ca.gov
State Tax Agency Directory
Find your state's tax authority
https://www.irs.gov/businesses/small-businesses-self-employed/state-government-websites
IRS EIN Verification & Information
Locate EIN resources
EIN applications
https://www.irs.gov/businesses/small-businesses-self-employed/employer-id-numbers
BOI Reporting Information
Current Beneficial Ownership Information guidance
https://www.fincen.gov/boi
Contact
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