Tax Resources

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

Knowing how long to keep your tax records is important for both compliance and peace of mind. Here are general guidelines:

Keep for 3 Years:

• Income tax returns and supporting documents
• Employment tax records
• Credit card statements and receipts

Keep for 6 Years:

• Records if you underreported income by more than 25%
• Bad debt deduction or worthless securities

Keep for 7 Years:

• Records for losses from worthless securities or bad debt deduction

Keep Indefinitely:

• Records for property (until the period of limitations expires for the year you dispose of the property)
• Employment tax records
• If you did not file a return or filed a fraudulent return

Tip: Keep records for at least 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later.

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, 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 - W-2 and 1099 forms must be provided to recipients
• February 28 / March 31 - W-2 and 1099 forms due to 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:

2024 Federal Income Tax Brackets (Single Filers):

• 10% - $0 to $11,600
• 12% - $11,601 to $47,150
• 22% - $47,151 to $100,525
• 24% - $100,526 to $191,950
• 32% - $191,951 to $243,725
• 35% - $243,726 to $609,350
• 37% - $609,351 or more

Other Important Rates:

• Standard Deduction (2024): $14,600 (Single), $29,200 (Married Filing Jointly)
• 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)

View Current IRS Tax Rates

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.