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Taxpayer Resources & Tools

These official government websites can help you check forms, refunds, and tax information.

If you are unsure how to use any of these tools, please contact our office before taking action.

Federal Tax Forms & Instruction
Download federal tax forms (W-2, 1040, etc.)

https://www.irs.gov/forms-instructions

Federal Refund Status
Track the status of your federal tax refund.

https://www.irs.gov/refunds

Missing W-2s or 1099s?
Retrieve prior year tax records, W-2s, and 1099 information.

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

Paying the IRS or Setting Up a Payment Plan
Make a payment or request an IRS payment plan.

https://www.irs.gov/payments

Identity Protection (Fraud Prevention)
Add extra protection against tax-related identity theft.

https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

California Tax Forms & Info
Download California state tax forms and instructions.

https://www.ftb.ca.gov/forms/index.html

California Refund Status
Track your California state tax refund.

https://www.ftb.ca.gov/refund/index.asp

Social Security & Medicare Forms
Social Security and Medicare-related forms.

https://www.ssa.gov/forms/

Medicare & Health Coverage Tax Information
Medicare coverage and Form 1095B information.

https://www.medicare.gov/basics/forms-publications-mailings/mailings/other-mailings/qualifying-health-coverage-notice

MultiState Tax Forms
Tax forms from states outside California.

https://taxadmin.org/state-tax-forms/

*Important notice* These links are provided for general information only. If you are unsure what applies to your situation, please contact Santos and Associates before submitting any forms, payments, or requests.

Need help applying this to your situation?

We're here to guide you through it.

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