Resources

Flat lay of calculator, gold coins, notebook, and tax symbols on a green background.
Close-up of tax forms, receipts, and coins symbolizing financial accounting and taxes.

IRS Secure Payment Links

  • Direct Pay: Pay your taxes directly from your bank account—free and secure, with no sign-in required. IRS Direct Pay
  • Pay by Debit or Credit Card: Make payments online, by phone, or via mobile device using a debit/credit card or digital wallet (fees apply). IRS Pay by Card
  • EFTPS (Electronic Federal Tax Payment System): A secure system for scheduling and tracking federal tax payments, available for both individuals and businesses. IRS EFTPS

2025 Tax Filing Deadlines Calendar

Checklist: What to Bring for Your Tax Appointment

The IRS offers a checklist for taxpayers preparing for their tax appointments. While this resource is tailored for free tax preparation sites, it provides a general overview of necessary documents, including:

  • Social Security cards or ITIN letters for all individuals on your tax return
  • Valid photo identification (e.g., driver’s license, passport)
  • Tax documents such as Forms W-2, 1099, 1098, and 1095
  • Bank account and routing numbers for direct deposit or payment
  • Prior-year tax return (if available)

FAQ: RSUs, Rental Properties, and Multi-State Returns

  • RSUs (Restricted Stock Units): Learn how RSUs are taxed and reported. IRS Stock-Based Compensation Info
  • Rental Properties: Guidance on reporting rental income and expenses. IRS Rental Income & Expenses
  • Multi-State Returns: Information on filing requirements for income earned in multiple states. IRS State Taxes FAQ