Where’s my IRS Refund?
This link will take you to the IRS website, which is updated once a day. Click here and have the following information ready:
- primary tax payer’s social security number
- filing status (e.g., married, single, etc.)
- exact refund amount
Wait at least 72 hours after e-filing or 4 weeks after mailing your return.
Where’s my IRS amended return?
This link will take you to the IRS website where you can find information on the status of an amended return. Please wait at least three weeks after you mail it in. Click here and have the following information ready:
- primary taxpayer’s social security number
- primary taxpayer’s date of birth
- zip code
Where’s my Alabama Refund?
This link will take you to Alabama’s website. Once there, look toward the center of the page under “Individual” and click on “Where’s My Refund.” You do not have to create an account. Click here and have the following information ready:
- primary taxpayer’s social security number
- refund amount
Disclosure Authorization
Click here for a form you can fill out and sign, giving The Tax Lady permission to fax, email, or talk about your tax return(s) with a third party (e.g., bank, university, college, etc.). This is a fillable form so you can type the information right into the form or print it to complete with pen.
organizing itemized deductions
Although the new tax laws may cause you to stop itemizing with the IRS, you likely can still itemize with Alabama. Click here for a pdf document you can use to gather your itemized deductions (donations, medical bills, etc.). You can type right into this form or print it to write by hand.
Value of Donated Items
Click here for a pdf that lists ranges you can use to estimate the value of household items you donate (e.g., clothes, furniture, appliances, etc.). The reverse side of the page describes how to document these donations.
organizing Business Expenses
Click here for a pdf file you can use to gather your business expenses. You can type right into this form or print it out and write your totals. Feel free to text or email me with questions you may have as you complete this form.
MILEAGE LOG & BUSINESS MEALS
Click here for a mileage log you can use to record your business miles. You can type right into this form or print it out and keep it in your vehicle to record by hand (print double sided and fold in half). You can also record your business meals on this form.