Tax Resources

Last updated: September 29, 2026

New to the U.S.? Start Here

Your first U.S. tax return depends on whether you count as a resident or a nonresident for tax purposes, and many new arrivals are both in their first year. These official pages explain the rules; our guides explain them in plain English, and we can go through them with you in Bangla.

• IRS Publication 519 - U.S. Tax Guide for Aliens
• IRS - Substantial Presence Test
• IRS - Form W-7, Application for an ITIN
• FinCEN - Report of Foreign Bank and Financial Accounts (FBAR)
• USCIS - All Forms

Our guides: tax help for new immigrants and ITIN applications, the immigration and government forms we help with, and tax services in Bengali.

IRS Publications

The IRS provides numerous publications to help taxpayers understand their tax obligations. Here are some of the most commonly used publications:

• Publication 17 - Your Federal Income Tax
• Publication 334 - Tax Guide for Small Business
• Publication 463 - Travel, Gift, and Car Expenses
• Publication 501 - Exemptions, Standard Deduction, and Filing Information
• Publication 502 - Medical and Dental Expenses
• Publication 503 - Child and Dependent Care Expenses
• Publication 504 - Divorced or Separated Individuals
• Publication 505 - Tax Withholding and Estimated Tax
• Publication 535 - Business Expenses
• Publication 587 - Business Use of Your Home
• Publication 970 - Tax Benefits for Education

View All IRS Publications

Record Retention Guide

How long you keep a record depends on what it supports. These periods follow the IRS guide How long should I keep records?

Keep for 3 Years:

• Your tax returns and the W-2s, 1099s, receipts and statements behind them, in most situations

Keep for 4 Years:

• Employment tax records, if you have employees (at least 4 years after the tax is due or paid, whichever is later)

Keep for 6 Years:

• Records for a year in which you left out income that is more than 25% of the gross income shown on your return

Keep for 7 Years:

• Records for a year in which you claim a loss from worthless securities or a bad debt deduction

Keep Indefinitely:

• Records for property, until the period of limitations expires for the year you sell or dispose of it
• Records for any year you did not file a return, or filed a fraudulent return

Tip: The 3-year period runs from the date you filed your original return or 2 years from the date you paid the tax, whichever is later. Immigration applications can ask for older tax records, so keep copies of every return you file.

Tax Due Dates

Stay on top of important tax deadlines throughout the year:

Individual Tax Deadlines:

• April 15 - Individual income tax returns (Form 1040) and payments due
• April 15 - FBAR (FinCEN Form 114) if your foreign bank and financial accounts together topped $10,000 at any time during the year, with an automatic extension to October 15
• April 15, June 15, September 15, January 15 - Quarterly estimated tax payments
• October 15 - Extended deadline for individual tax returns (if extension filed)

Business Tax Deadlines:

• March 15 - S-Corporation (Form 1120S) and Partnership (Form 1065) returns due
• April 15 - C-Corporation (Form 1120) returns due (for calendar year filers)
• Quarterly - Payroll tax deposits and quarterly Form 941 filings
• January 31 - Forms W-2 due to employees and the Social Security Administration, and Forms 1099-NEC due to recipients and the IRS (for 2026 forms the date is February 1, 2027, because January 31 falls on a Sunday)
• February 28 / March 31 - Form 1099-MISC due to the IRS (paper / electronic)

Note: If a deadline falls on a weekend or holiday, the due date is the next business day.

Tax Forms

Access commonly used IRS tax forms:

Individual Forms:

• Form 1040 - U.S. Individual Income Tax Return
• Form 1040-ES - Estimated Tax for Individuals
• Form 1040-X - Amended U.S. Individual Income Tax Return
• Form 4868 - Application for Automatic Extension of Time
• Form W-9 - Request for Taxpayer Identification Number

Business Forms:

• Form 1120 - U.S. Corporation Income Tax Return
• Form 1120-S - U.S. Income Tax Return for an S Corporation
• Form 1065 - U.S. Return of Partnership Income
• Form 941 - Employer's Quarterly Federal Tax Return
• Form W-2 - Wage and Tax Statement
• Form 1099-MISC - Miscellaneous Income

View All IRS Forms

Tax Rates

Understanding current tax rates helps with planning and compliance:

2026 Federal Income Tax Brackets (Single Filers):

These are the brackets for tax year 2026, the returns you file in early 2027. They include the changes made by the One Big Beautiful Bill Act.

• 10% - $0 to $12,400
• 12% - $12,401 to $50,400
• 22% - $50,401 to $105,700
• 24% - $105,701 to $201,775
• 32% - $201,776 to $256,225
• 35% - $256,226 to $640,600
• 37% - $640,601 or more

Other Important Rates:

• Standard Deduction (2026): $16,100 (Single), $32,200 (Married Filing Jointly), $24,150 (Head of Household)
• Gift Tax Annual Exclusion (2026): $19,000 per recipient
• Social Security Tax: 6.2% (up to wage base limit)
• Medicare Tax: 1.45% (plus 0.9% Additional Medicare Tax on high earners)
• Long-term Capital Gains: 0%, 15%, or 20% (depending on income)

IRS 2026 Tax Year Figures

Where is My Refund?

Track your federal and state tax refund status:

Federal Refund Status:

The IRS provides a tool to check your refund status online. You'll need:

• Your Social Security Number or ITIN
• Your filing status
• The exact refund amount shown on your return

Check Federal Refund Status (IRS)

New York State Refund Status:

Check your New York State tax refund status online:

Check NY State Refund Status

Refund Timeline:

• E-filed returns: Typically 21 days or less
• Paper returns: Can take 6-8 weeks or longer
• Amended returns: Up to 16 weeks

Note: Refunds may be delayed if your return requires additional review or if there are errors.