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Important Information You Should Know

News Releases for Current Month

https://www.irs.gov/newsroom/news-releases-for-current-month

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Coronavirus Tax Relief and Economic Impact Payments
https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments


Where's My Refund Contact Information:

http://www.irs.gov/Refunds/Where's-My-Refund-It's-Quick,-Easy,-and-Secure

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Get Your Transcript

https://www.irs.gov/individuals/get-transcript

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Paying your taxes online/view your balance and payment history

https://www.irs.gov/payments

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Treasury Offset Program


If you have questions regarding the offset of your federal tax refund or offset of  another U.S. government-issued payment.  You can call our Treasury Offset Program (TOP) Call Center to obtain agency contact information during our customer service hours.

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Toll Free:  800.304.3107

​TDD number:  866.297.0517

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Illinois Department of Revenue Service State Income Tax  Contact Information

http://www.revenue.state.il.us/AboutIdor/ContactUs.htm

 

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​What Should You Bring
With You to the Office to File Your Return

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  • Wage and other income statements (W-2's, 1099s, income and dividends on interest statements)

  • New client previous year prepared income tax returns

  • Pension/IRA/annuity income (1099-R)

  • Social security/RRB income (1099-SSA, RRB-1099)

  • Business expenses or other deductible expenses (receipts, credit statements, checks etc)

  • Record of purchase and/or sale of residence

  • Income and expense from rentals (cost, date placed in service, etc.) for depreciation

  • Records of sale of stocks and bonds

  • Forms 1098-T and 1098-E, if you received them

  • Scholarships and fellowships

 

 

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.

Unemployment, state tax refund (1099-G)

Gambling income (W-2G or records showing income)

Amount of any alimony received and ex-spouse's name

Health care reimbursements (1099-SA or 1099-LTC)

Record or property taxes paid

Mortgage or home equity interest paid

Birth dates and original Social Security cards for each individual being filed

 

WJ Tax Service

Let's Talk  773.295.6985 / 773.619.0766

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