Check a refund. Retrieve records. Make a payment. Find help. A practical directory of federal and California taxpayer tools, with access requirements explained before you leave.
Check an individual federal income-tax refund. An amended-return refund is a separate inquiry.
Have your SSN or ITIN, filing status, and exact refund amount ready. Enter them only on the official IRS service.
Track an eligible Form 1040-X. The IRS page explains when status appears and which returns the tool cannot track.
The guest lookup asks for SSN, date of birth, and ZIP code. An IRS Online Account is another access option.
View balances, payments, available notices and records; access payment-plan and authorization functions.
Sign in through the IRS landing page. New users may need photo identification for identity verification.
Find return, account, wage-and-income, and non-filing records. A transcript is not a full photocopy of the filed return.
Online downloads require an IRS account. The official page also explains mailed transcript options and availability.
Make a federal tax payment from a bank account without registering for an account. Select the correct tax form, reason, and period.
Review supported payment types and verification requirements. Keep the payment confirmation; Syso.tax does not process the payment.
Review eligibility and apply for an available short-term or installment payment arrangement. Fees and ongoing interest depend on the arrangement.
The online application requires an IRS Online Account. Review current balance, filing compliance, bank-debit information, and official terms.
Use the IRS’s preliminary eligibility and offer tool from its OIC guidance page. An estimate is not acceptance of an offer.
Have income, expense, asset and tax-debt figures ready for the official tool. Review filing and payment prerequisites before applying.
Estimate federal income-tax withholding and explore Form W-4 changes. This is a federal withholding tool, not a California calculation.
Gather recent pay statements, a recent return, other income, deductions, and credits. Check the supported tax year and tool limitations.
Follow a topic-specific interview about filing, income, deductions, credits, or other federal tax questions.
Choose the correct year and topic. Read the interview’s assumptions; its answer depends on the facts you enter.
Explore the federal Earned Income Tax Credit, qualifying-child questions, filing status, and an estimated credit.
Have income documents and relevant adjustments ready. Select the appropriate year; the IRS assistant does not request your name or SSN.
Estimate optional state and local general sales tax for itemized deductions. Confirm the tool’s year and current Schedule A rules.
Have income, filing status, dependents, locations and dates lived, and specified large-purchase receipts ready.
Compare guided partner software and Free File Fillable Forms through the official IRS entry point. Eligibility and state-return terms differ.
Availability is seasonal. At this review, the IRS page said Free File was closed until January 2027. Check the official page before starting; partner accounts may be required.
Find volunteer basic return-preparation programs, including services focused on qualifying taxpayers, limited-English speakers, and older adults.
Use the locator linked from the official program page. Confirm each site’s eligibility, appointments, available return types, and what to bring.
Locate official forms, instructions, publications and prior-year products. A current form can be wrong for a prior-year return.
Search by form number and confirm the revision or tax year before downloading or completing it.
Review enrollment and retrieval options for the IRS’s six-digit filing-protection PIN. Online access requires identity verification.
The reviewed IRS page announces an online outage from November 16, 2026 until mid-January 2027. Check current availability and alternative enrollment methods.
Use the official online return-verification service only when the IRS notice permits it. The current page covers the CP5071 series and Letter 5447C.
Have the notice and requested return available. Other letters, including 4883C, can require a different verification method.
Find the official service for responding to supported IRS letters and notices. It is not a tax-return filing service.
Read the notice instructions and use the exact notice type or access code. Upload only through the IRS destination, never through this directory.
Search the IRS explanation of a CP or letter number and follow its current instructions.
Use the exact identifier from the letter. Keep its tax period, explanation, response destination, and deadline in view.
Find IRS disaster announcements by state and date. Each announcement defines affected taxpayers, covered obligations, and relief periods.
Check the exact locality, event, covered dates and obligations. Federal relief does not automatically establish California treatment.
Locate an IRS office for issues that require in-person assistance. Check the service and appointment instructions before visiting.
Choose the office and review current hours, services, appointment requirements and identification instructions on the official site.
Find independent clinics providing free or low-cost help with qualifying IRS disputes and taxpayer-rights education for people using English as a second language.
Check income, dispute, language and service requirements with the clinic. LITC representation is different from routine return-preparation assistance.
Use the TAS qualifier and current acceptance guidance for hardship, unresolved IRS-system problems, or fair-treatment concerns.
A preliminary result is not a final case-acceptance decision. Read current restrictions and the official request-for-assistance instructions.
Access California tax-account information, payment history and available online services through the Franchise Tax Board.
Create or sign in to your MyFTB account using the official registration instructions. Some services require additional verification.
Check a California income-tax refund using the FTB’s official lookup rather than the federal IRS tracker.
The FTB page lists SSN, ZIP code, exact refund amount and the numeric part of the mailing address as required lookup information.
Pay California tax from a checking or savings account. Personal and business payment routes are separate.
Confirm taxpayer type, payment purpose and tax year. MyFTB provides added payment-management features, but the page also links guest payment routes.
Explore the FTB’s California earned-income and related cash-back credit estimator. Its reviewed version asks about tax year 2025.
Have earnings, other income, investment income, filing status, age and qualifying-child information ready. Check the displayed tax year before using it.
Find FTB tax tables and rate schedules. The reviewed calculator supports 2025 only and excludes Form 540 2EZ.
Choose the correct tax year, return type, filing status and taxable-income figure; a tax-table calculation is not a full return.
Find California installment rules, worksheets and payment links. California’s installment pattern differs from the usual federal pattern.
Check the current Form 540-ES instructions and any exceptions or disaster relief. MyFTB can show estimated payments already received.
Review the FTB’s free direct e-filing service and eligibility requirements. It files a state return, not a federal return.
A MyFTB account is required. Check supported years, eligible situations and registration requirements before preparing the return.
Review personal and business installment-agreement requirements and online, telephone or mail application routes.
Check eligibility, balance, filing history and any existing collection action. Applying does not guarantee approval or stop all continuing charges.
Review earnings history, Social Security statements and personalized benefit estimates; access available benefit and tax-form services.
Create or use your personal SSA account through its official sign-in instructions. Earnings corrections and benefits have separate procedures.
Access the Tax Court’s case-management system. Public case information and account-based case filing serve different tasks.
Read the Court’s petitioner guidance before filing. Account access, filing a petition and checking a case do not extend a statutory deadline.
No matching resource. Try a shorter search or clear the filters.
Federal and California accounts, refunds and payments are separate. A result in one system does not establish the result in the other.
A tax-table tool, credit estimator, and full filing application do different jobs. Read the supported year and excluded situations before relying on a result.
Follow the agency’s entry page to any authorized sign-in provider or filing partner. Read its privacy and access instructions before entering sensitive information.
Independent educational directory. No endorsement or government affiliation. Links and access descriptions reviewed November 15, 2026. Russian descriptions explain English-language sources.