Tax Preparation Resources


Volunteers, scroll to the bottom of the page for important resources, and Click here for volunteer preparation resources.

Need the status of your refund?
You will need: your Social Security Number, Filing Status, and expected refund.

     Internal Revenue Service
     https://sa2.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp, or 1-800-829-1954

    District of Columbia
    https://www.taxpayerservicecenter.com/individual/Ind_RefundStatus_Logon.jsp
    or 202-727-4829

    Maryland
    https://interactive.marylandtaxes.com/INDIV/refundstatus/home.aspx

    Virginia
    http://www.tax.virginia.gov/site.cfm?alias=WhereIsMyRefund, or (804) 367-2486

Information on Taxability of Settlement Payments

See IRS Publicaiton 4345:  http://www.irs.gov/pub/irs-pdf/p4345.pdf

Links to state tax forms and instructions: www.taxadmin.org/fta/link/forms.html

Information on filing tax returns for same sex married couples: http://www.nwlc.org/sites/default/files/pdfs/v3_afterdoma_taxfilingfaq.pdf

Finding Amount of Unemployment Received

To find out if an Education institute is accredited: http://ope.ed.gov/accreditation/Search.aspx
http://www2.ed.gov/admins/finaid/accred/index.html

Finding information needed for Schedule A and Schedule D

Maryland Homeowner's Tax Credit and Renter's Tax Credit:

DC Property tax database to find out:

  • Amount of Property Tax Paid by client
  • If property is paying tax (if not, may be tax exempt and client may not be eligible for renter's credit)
  • Find out registered name and address of property owner

Steps to take:
1. Go to: https://www.taxpayerservicecenter.com/RP_Search.jsp?search_type=Assessment
2. Fill in address and click on "Search Now"
3. Click on the Square/Suffix/Lot number
4. Scroll down and click on "View Tax Information"
5. Click in the Real Property Tax tab

Find out what ward you live in, in DC: http://citizenatlas.dc.gov/atlasapps/reporthometab.aspx

Marital Status Issues
www.unmarried.org (for determining which states have common law marriage)

Resources for clients needing help to determine if they are still married to a long-time separated spouse, or who are interested in divorce.