Browse Our ResourcesAll of the important information you need for filing taxes. All in one place. Featured ChecklistTax Prep Checklist Updated 01/11/2024 What do you need before you start filing? FeaturedFrequently Asked Questions Updated 01/11/2024 Get your questions answered. Featured GuideTax Terminology Updated 01/11/2024 An A-Z guide of commonly-used terms that may be helpful to reference when filing your taxes. All Categories All Categories Guides Checklists ITINs Recent updates Forms Previous Tax Years GuidesUnderstanding CalABLE Accounts Updated 10/25/2024Learn about tax-advantaged CalABLE savings accounts that help individuals with disabilities save without impacting their public benefits. GuidesUnderstanding IRS Mailed Notifications Updated 09/16/2024Learn about common reasons for IRS letters, steps you can take if you need to respond, and what you can do if you’ve misplaced your notice. GuidesProtect Your Finances: Common Tax Scams to Watch Out For Updated 05/24/2024Keep your hard-earned money safe. Here is a list of common tax scams to watch out for. GuidesA Step-by-Step Guide to Online Self-Filing Updated 05/17/2024Learn how to file your taxes on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software. GuidesState and Federal Payment Relief Options Updated 05/08/2024Explore different options to set up a payment plan or potentially reduce your tax debt with the Internal Revenue Service (IRS) or Franchise Tax Board (FTB). Guides, Recent updatesThe Tax Deadline Has Passed, Now What? Updated 11/19/2024The regular and extended deadlines to file your 2023 taxes have passed. Here’s what you need to know next, depending on whether you’ve filed or not. GuidesNeed More Time to File? Here’s How to Request a Tax Extension Updated 04/15/2024Everything you need to know about tax extensions and how you can use our free tax filing software to request an extension online. Previous Tax YearsTax Extension for San Diego County Filers Updated 04/13/2024Residents in San Diego County have until June 17, 2024, to file various federal and state individual returns and make tax payments. Guides, Previous Tax YearsLast Chance to Claim Missing Stimulus Payments Updated 03/20/2024If you haven’t claimed these payments yet, now is your time to do so. May 17, 2024, is the final opportunity to claim the first and second stimulus payments. April 15, 2025, will be the last opportunity to claim the third payment. GuidesClaiming IHSS as Earned Income Updated 03/19/2024Learn when to report tax-exempt IHSS income to the Internal Revenue Service and how to do so. GuidesTax Season Readiness Toolkit Updated 02/27/2024Equip yourself with the tools you need to file your taxes and claim tax credits. GuidesUnderstanding Tax Credits Updated 02/13/2024Explore the thousands of dollars in state and federal tax credits you may be eligible for by filing your taxes. Guides, ITINsGuide for Individual Taxpayer Identification Number (ITIN) Holders Updated 02/01/2024Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered. Checklists, ITINsIndividual Tax Identification Number (ITIN) Application or Renewal Checklist Updated 02/01/2024The forms and documents you need to get ready to renew or apply for your ITIN (Individual Tax Identification Number). ChecklistsTax Preparation Checklist Updated 01/11/2024The most commonly-used documents you’ll need to successfully complete your taxes. GuidesTax Terminology Updated 01/06/2023An A-Z guide of commonly-used terms that may be helpful to reference when filing your taxes. GuidesReconstructing Tax Records Updated 08/15/2023Learn how you can request copies of previously filed tax returns. Guides, Previous Tax YearsHow To File an Amendment After Claiming MCTR As Taxable Income Updated 07/18/2023If you claimed the MCTR as taxable income on your return, you may have overpaid tax to the IRS. Guides, ITINsHow to Apply for an Individual Taxpayer Identification Number (ITIN) Updated 07/27/2023Learn how to submit an application for an Individual Taxpayer Identification Number (ITIN). GuidesHow to Create an Online IRS Account Updated 07/19/2023Learn how to create an online account with the IRS. Previous Tax YearsStatewide VITA Bus Tour Updated 05/10/2023United Way Helping Communities Affected by Winter Flooding GuidesHow to Fix Your Return and Claim Past Credits Updated 02/01/2022Watch video tutorials to learn how to fix a mistake on your California or federal tax return. GuidesHow to Use Your Refund Updated 01/06/2022Some tips for helping you achieve financial success. GuidesWriting Off Child Care Expenses Updated 11/11/2022Learn how you can maximize your tax refund by writing off child care expenses. GuidesWriting Off College Expenses Updated 08/15/2022Learn how college students can maximize their tax refund by writing off education-related expenses. FormsVolunteer Income Tax Assistance (VITA) Intake Form Updated 01/04/2024Form 13614-C. This form must be completed to get your taxes prepared at a Volunteer Income Tax Assistance (VITA) site. Fill it out before your appointment to save time. FormsRequest for Copy or Transcript of Tax Return Updated 03/27/2023As part of tax relief for Californians impacted by winter storms, the IRS will waive the usual fees and requests for copies of previously filed tax returns. FormsVirtual Volunteer Income Tax Assistance (VITA) Consent Form Updated 02/01/2022This form is for those who visit a VITA site that is doing drop off or virtual tax services. Previous Tax YearsTax Extension for Californians in Counties Designated as Disaster Areas Updated 10/19/2023Due to weather crises in California, taxpayers in most of California now have until November 16, 2023, to file various federal and state individual and business tax returns and make tax payments, the Internal Revenue Service (IRS) and Franchise Tax Board (FTB) announced. Previous Tax YearsThe Importance of Filing Taxes Updated 03/27/2023United Ways of California knows that tax credits help communities by putting thousands of dollars back into the pockets of hard working families. Previous Tax Years2022 CA State Refund Checks: The Middle Class Tax Refund (MCTR) Updated 10/17/2022What you should know about California’s Middle Class Tax Refund (MCTR), which is eligible to Californians who filed their 2020 tax return. Previous Tax YearsMyFreeTaxes.org Helps Community Members Access Life-Changing Tax Credits Updated 04/26/2022How the Volunteer Income Tax Assistance (VITA) program is helping community members across California file their taxes for free. Previous Tax YearsAmerican Rescue Plan Expands EITC to Young Adults Ages 18-24 Updated 04/08/2022The federal Earned Income Tax Credit (EITC) is now temporarily available to filers who are ages 18-24 for the 2021 tax year. Previous Tax YearsCalifornia Tax Credits Now Available to Married Couples Filing Separately Updated 03/21/2022California tax credits have been expanded to include households married but filing separately – what you need to know. Previous Tax YearsIndividual Tax Identification Number (ITIN) Applicants Have Additional Time to Get the Golden State Stimulus Updated 02/11/2022An update for those who filed their taxes by October 15, 2021 but were still waiting on their ITIN application. Previous Tax YearsWhat You Need to Know About the 2021 Child Tax Credit (CTC) Updated 02/11/2022There were some important changes to the Child Tax Credit last year that you should know when filing your taxes in 2022. Previous Tax YearsThe New Child Tax Credit: What You Should Know Updated 10/04/2021Explaining the New Child Tax Credit. Previous Tax YearsHow to Qualify for the Second Round of Golden State Stimulus Funding Updated 07/01/2021What you should know about this stimulus funding. Previous Tax YearsFiling with an Individual Tax Identification Number (ITIN)? You may be eligible for the Golden State Stimulus Updated 04/01/2021Read this how-to guide. Previous Tax YearsCOVID-19 impacts the deadline to file taxes, additional support and resources are available Updated 03/01/2020Read recent updates about tax filing deadlines. GuidesUnderstanding CalABLE Accounts Updated 10/25/2024Learn about tax-advantaged CalABLE savings accounts that help individuals with disabilities save without impacting their public benefits. GuidesUnderstanding IRS Mailed Notifications Updated 09/16/2024Learn about common reasons for IRS letters, steps you can take if you need to respond, and what you can do if you’ve misplaced your notice. GuidesProtect Your Finances: Common Tax Scams to Watch Out For Updated 05/24/2024Keep your hard-earned money safe. Here is a list of common tax scams to watch out for. GuidesA Step-by-Step Guide to Online Self-Filing Updated 05/17/2024Learn how to file your taxes on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software. GuidesState and Federal Payment Relief Options Updated 05/08/2024Explore different options to set up a payment plan or potentially reduce your tax debt with the Internal Revenue Service (IRS) or Franchise Tax Board (FTB). Guides, Recent updatesThe Tax Deadline Has Passed, Now What? Updated 11/19/2024The regular and extended deadlines to file your 2023 taxes have passed. Here’s what you need to know next, depending on whether you’ve filed or not. GuidesNeed More Time to File? Here’s How to Request a Tax Extension Updated 04/15/2024Everything you need to know about tax extensions and how you can use our free tax filing software to request an extension online. Guides, Previous Tax YearsLast Chance to Claim Missing Stimulus Payments Updated 03/20/2024If you haven’t claimed these payments yet, now is your time to do so. May 17, 2024, is the final opportunity to claim the first and second stimulus payments. April 15, 2025, will be the last opportunity to claim the third payment. GuidesClaiming IHSS as Earned Income Updated 03/19/2024Learn when to report tax-exempt IHSS income to the Internal Revenue Service and how to do so. GuidesTax Season Readiness Toolkit Updated 02/27/2024Equip yourself with the tools you need to file your taxes and claim tax credits. GuidesUnderstanding Tax Credits Updated 02/13/2024Explore the thousands of dollars in state and federal tax credits you may be eligible for by filing your taxes. Guides, ITINsGuide for Individual Taxpayer Identification Number (ITIN) Holders Updated 02/01/2024Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered. GuidesTax Terminology Updated 01/06/2023An A-Z guide of commonly-used terms that may be helpful to reference when filing your taxes. GuidesReconstructing Tax Records Updated 08/15/2023Learn how you can request copies of previously filed tax returns. Guides, Previous Tax YearsHow To File an Amendment After Claiming MCTR As Taxable Income Updated 07/18/2023If you claimed the MCTR as taxable income on your return, you may have overpaid tax to the IRS. Guides, ITINsHow to Apply for an Individual Taxpayer Identification Number (ITIN) Updated 07/27/2023Learn how to submit an application for an Individual Taxpayer Identification Number (ITIN). GuidesHow to Create an Online IRS Account Updated 07/19/2023Learn how to create an online account with the IRS. GuidesHow to Fix Your Return and Claim Past Credits Updated 02/01/2022Watch video tutorials to learn how to fix a mistake on your California or federal tax return. GuidesHow to Use Your Refund Updated 01/06/2022Some tips for helping you achieve financial success. GuidesWriting Off Child Care Expenses Updated 11/11/2022Learn how you can maximize your tax refund by writing off child care expenses. GuidesWriting Off College Expenses Updated 08/15/2022Learn how college students can maximize their tax refund by writing off education-related expenses. Checklists, ITINsIndividual Tax Identification Number (ITIN) Application or Renewal Checklist Updated 02/01/2024The forms and documents you need to get ready to renew or apply for your ITIN (Individual Tax Identification Number). ChecklistsTax Preparation Checklist Updated 01/11/2024The most commonly-used documents you’ll need to successfully complete your taxes. Guides, ITINsGuide for Individual Taxpayer Identification Number (ITIN) Holders Updated 02/01/2024Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered. Checklists, ITINsIndividual Tax Identification Number (ITIN) Application or Renewal Checklist Updated 02/01/2024The forms and documents you need to get ready to renew or apply for your ITIN (Individual Tax Identification Number). Guides, ITINsHow to Apply for an Individual Taxpayer Identification Number (ITIN) Updated 07/27/2023Learn how to submit an application for an Individual Taxpayer Identification Number (ITIN). Guides, Recent updatesThe Tax Deadline Has Passed, Now What? Updated 11/19/2024The regular and extended deadlines to file your 2023 taxes have passed. Here’s what you need to know next, depending on whether you’ve filed or not. FormsVolunteer Income Tax Assistance (VITA) Intake Form Updated 01/04/2024Form 13614-C. This form must be completed to get your taxes prepared at a Volunteer Income Tax Assistance (VITA) site. Fill it out before your appointment to save time. FormsRequest for Copy or Transcript of Tax Return Updated 03/27/2023As part of tax relief for Californians impacted by winter storms, the IRS will waive the usual fees and requests for copies of previously filed tax returns. FormsVirtual Volunteer Income Tax Assistance (VITA) Consent Form Updated 02/01/2022This form is for those who visit a VITA site that is doing drop off or virtual tax services. Previous Tax YearsTax Extension for San Diego County Filers Updated 04/13/2024Residents in San Diego County have until June 17, 2024, to file various federal and state individual returns and make tax payments. Guides, Previous Tax YearsLast Chance to Claim Missing Stimulus Payments Updated 03/20/2024If you haven’t claimed these payments yet, now is your time to do so. May 17, 2024, is the final opportunity to claim the first and second stimulus payments. April 15, 2025, will be the last opportunity to claim the third payment. Guides, Previous Tax YearsHow To File an Amendment After Claiming MCTR As Taxable Income Updated 07/18/2023If you claimed the MCTR as taxable income on your return, you may have overpaid tax to the IRS. Previous Tax YearsStatewide VITA Bus Tour Updated 05/10/2023United Way Helping Communities Affected by Winter Flooding Previous Tax YearsTax Extension for Californians in Counties Designated as Disaster Areas Updated 10/19/2023Due to weather crises in California, taxpayers in most of California now have until November 16, 2023, to file various federal and state individual and business tax returns and make tax payments, the Internal Revenue Service (IRS) and Franchise Tax Board (FTB) announced. Previous Tax YearsThe Importance of Filing Taxes Updated 03/27/2023United Ways of California knows that tax credits help communities by putting thousands of dollars back into the pockets of hard working families. Previous Tax Years2022 CA State Refund Checks: The Middle Class Tax Refund (MCTR) Updated 10/17/2022What you should know about California’s Middle Class Tax Refund (MCTR), which is eligible to Californians who filed their 2020 tax return. Previous Tax YearsMyFreeTaxes.org Helps Community Members Access Life-Changing Tax Credits Updated 04/26/2022How the Volunteer Income Tax Assistance (VITA) program is helping community members across California file their taxes for free. Previous Tax YearsAmerican Rescue Plan Expands EITC to Young Adults Ages 18-24 Updated 04/08/2022The federal Earned Income Tax Credit (EITC) is now temporarily available to filers who are ages 18-24 for the 2021 tax year. Previous Tax YearsCalifornia Tax Credits Now Available to Married Couples Filing Separately Updated 03/21/2022California tax credits have been expanded to include households married but filing separately – what you need to know. Previous Tax YearsIndividual Tax Identification Number (ITIN) Applicants Have Additional Time to Get the Golden State Stimulus Updated 02/11/2022An update for those who filed their taxes by October 15, 2021 but were still waiting on their ITIN application. Previous Tax YearsWhat You Need to Know About the 2021 Child Tax Credit (CTC) Updated 02/11/2022There were some important changes to the Child Tax Credit last year that you should know when filing your taxes in 2022. Previous Tax YearsThe New Child Tax Credit: What You Should Know Updated 10/04/2021Explaining the New Child Tax Credit. Previous Tax YearsHow to Qualify for the Second Round of Golden State Stimulus Funding Updated 07/01/2021What you should know about this stimulus funding. Previous Tax YearsFiling with an Individual Tax Identification Number (ITIN)? You may be eligible for the Golden State Stimulus Updated 04/01/2021Read this how-to guide. Previous Tax YearsCOVID-19 impacts the deadline to file taxes, additional support and resources are available Updated 03/01/2020Read recent updates about tax filing deadlines. Do you have any other questions? Visit our FAQ page.