Tax Filing Documents Checklist - English

Please use this checklist to prepare all your needed documents before you come to our office to save our time. However, this checklist is not comprehensive.

Tax Filing Documents Checklist - Vietnamese

Other Tax Tips for your advantages


How to choose a trusted tax preparer?

Each year, some taxpayers are hurt financially because they choose the wrong tax return preparer. Basically, anyone can do your tax. IRS doesn't have specific requirements for whom to file your tax return. However, be smart, IRS has the system to check and provide you good tax preparers. Choose the tax preparer who is able to e-file your tax since these tax preparer has passed the Suitability Check by IRS. Check tax preparer's credentials.

Check Tax Preparer

Earned Income Tax Credit

Check out these fun/entertain but truth stories videos about Earned Income Tax Credit. Knowledge about Tax law for both taxpayers and tax preparers are always needed.

Earned Income Tax Credit

Tips for Taxpayers Who Have to Amend a Tax Return

Tiffany has done many Amended Tax Returns to save thousands of dollars for clients even they used tax software. Please read instructions and IRS publications for your special case if you use tax software. Keep good related tax records and organize would save you a lot of time and money. 

Taxpayers who discover they made mistakes or omissions on their tax return can correct them by filing an amended tax return. Those who need to amend should remember these tips:

  • File using paper form. Use Form 1040X, Amended U.S. Individual Income Tax Return, to correct the tax return. Taxpayers can’t file amended returns electronically. They can obtain the form on Mail the Form 1040X to the address listed in the form’s instructions

  • Amend to correct errors. File an amended tax return to correct errors or make changes to an original tax return; for example, taxpayers should amend to change their filing status or to correct their income, deductions or credits.  

  • Don’t amend for math errors, missing forms. Taxpayers generally don’t need to file an amended return to correct math errors on their original return. The IRS will automatically correct these items. In addition, taxpayers don’t need to file an amended return if they forgot to attach tax forms, such as a Form W-2 or a schedule. The IRS will mail a request to the taxpayer, if needed.  

  • File within three-year time limit. Taxpayers usually have three years from the date they filed the original tax return to file Form 1040X to claim a refund. Taxpayers can file it within two years from the date they paid the tax, if that date is later.

  • Use separate forms for each year. Taxpayers who are amending more than one tax return must file a Form 1040X for each tax year. They should mail each year’s Form 1040X in separate envelopes to avoid confusion. Taxpayers should check the box for the calendar year or enter the other calendar year or fiscal year they are amending. The form’s instructions have the mailing address for the amended return.  

  • Attach other forms with changes. Taxpayers who use other IRS forms or schedules to make changes must attach them to the Form 1040X.  

  • Wait to file for corrected refund for tax year 2017. Taxpayers who are due refunds from their original tax year 2017 return should wait to get it before filing Form 1040X to claim an additional refund. Amended returns may take up to 16 weeks to process.  

  • Pay additional tax. Taxpayers who will owe more tax should file Form 1040X and pay the tax as soon as possible to avoid penalties and interest. They should consider using IRS Direct Pay to pay any tax directly from a checking or savings account at no cost. 

  • Track amended return. Generally, taxpayers can track the status of their amended tax return three weeks after they file, using ‘Where’s My Amended Return?’ It’s available in English, Spanish, Chinese, Korean, Vietnamese and Russian. The tool can track the status of an amended return for the current year and up to three previous years. Taxpayers who have filed amended returns for multiple years can check each year, one at a time.
  • Button below for $66,000 income or less Free File Software options.

$66K or less Free file software

Free Tax Return Preparation for Qualifying Taxpayers

The Volunteer Income Tax Assistance (VITA) program offers free tax return help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns.

The Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.  

VITA/TCE free file

San Antonio, TX - Free tax services VITA

VITA is a FREE tax preparation service for individuals and families who earn up to $55,000 per year. All tax preparers are IRS-trained and certified.

Meet Tiffany Duong every Thursday from 12 pm to 4 pm at 

Brook Hollow Library

530 Heimer Road, San Antonio, TX 78207

San Antonio VITA Sites

2019 Important Tax Dates for 2018 Tax Returns

1. Jan. 29 – IRS systems start opening to receive e-file returns, but taxpayers don’t have to wait until then to file return.
2. Feb. 15 – Any return claiming the Earned Income Tax Credit (EITC) and/or the Additional Child Tax Credit (ACTC) can’t get refund until after this date.
3. Feb. 27 – Refunds will start arriving in bank accounts or on debit cards.
4. Apr. 15 – Last day to file 2018 tax returns and pay any tax due.

5. 90% Refunds are issued within 21 days. Most of our clients receive their refund in 8 days.

Original Deadlines for business:

1. Jan. 31 -  Employer due date for filing W-2, Non-Employee Compensation Form 1099-MISC, Form 940 FUTA, Form 941 Employer's QUARTERLY Fed. Tax Return, Form 944 Employer's ANNUAL Fed. Tax Return, 

2. Mar. 15 - Partnerships (Form 1065) and S Corporations (Form 1120S)

3. Apr. 15 - C Corporations (Form 1120), Sole Proprietor (Schedule C-EZ, C)

4. May 15 - Exempt organizaions (Form 990)

*** If file extension, deadlines will be different dates. Contact tax professional for more specific date and how to file extension.

This website is for information purposes only and won't responsible for any of your action. Please consult your tax professional or A TIFFANY TAX directly for your specific situation.

Start Chatting