Tax Return in a Nutshell: Apps and More

As the April 15 deadline approaches, you may have yet to start filing your taxes, or if you have, you might be unsure about the next steps. Understanding tax returns is essential, especially when tracking your refund.?

Here's a concise guide to help you navigate the IRS's resources when waiting for your refund or troubleshooting issues with your return.?

Filing Your Federal Tax Return?

If you still need to get started, what are you waiting for? Get your taxes in order, and then come back (we’re not going anywhere).??

When you file your federal tax return, make sure you have these main components ready:?

• Personal Information: Your full name, Social Security Number (SSN), and address.?
• Income Information: W-2 forms from employers, 1099 forms for freelance or contract work, and any other income sources.?
• Deductions: Expenses that can lower your taxable income, such as mortgage interest, educational expenses, or charitable donations.?

Again, these are the main categories. The forms will help dictate what you need (alongside some possible state specifics; more on that in the FAQs).?

But let’s say you’ve got all the documents ready to go. Then comes figuring out where to send your federal tax return. If you’re mailing your federal tax return, the address varies depending on your location and whether you’re including a payment. The IRS website offers a detailed list of addresses to ensure your return reaches the correct office.??

Those short on time can file it electronically as well.?

Tracking Your US Tax Refund?

It’s normal to feel excited and nervous while waiting for your tax refund. Thankfully, the IRS offers two main tools to help you track the status of your refund: the “Where’s My Refund?” online tool and the IRS2Go mobile app.?

Here’s how to use these tools to find out when your refund has been sent or when you can expect to receive it.?

Using the "Where's My Refund?" Tool:

• Prepare Your Information?

Have your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), filing status, and the exact refund amount on your return. Keep in mind that you will have this last part once you file your taxes.??

• Access the Tool?

Visit the IRS website and navigate to “Where’s My Refund?” (under the Refunds tab).?

• Enter Your Details?

Click “Check your refund” and input the prepared details to view your refund status.?

IRS2Go Mobile App:?

• Download the App?

Available on both the App Store and Google Play, IRS2Go is the official IRS mobile app.?

• Check Your Refund?

Like the online tool, enter your SSN, filing status, and refund amount (like with the last tool) to find your tax refund status.?

With these digital tools, you can now access real-time updates on your refund status, making tax season less daunting than ever.?

Now that you know these steps, you’re ready to go! Just make sure to not constantly refresh the page when “Your tax return is still being processed, a refund date will be provided when available” appears – patience is key here.?

Final Thoughts?

Stay informed and utilize the right tools for an easier tax season. No matter where you are in the process, the IRS provides helpful resources for tracking and successful filing.??

The deadline to file your 2023 taxes is April 15 (October 15 if you have a valid filing extension).?

Frequently Asked Questions (FAQs)?

What about more details on my state??

Guess what – the process in each state mirrors the federal system but might include state-specific forms. For those filing in California, the California Franchise Tax Board’s website is a valuable resource for state residents.?

However, make sure to ask a tax specialist for exact details.?

If my tax return was rejected, can I start over??

If your tax return is rejected, don’t worry. The IRS will provide the reasons for rejection to help you correct errors (and start over). Once you make the necessary corrections, you can resubmit your return successfully.

How to get a copy of my tax return online??

To get your tax return transcript, follow the steps detailed here.?