Tax Tools & Resources
Official IRS tools and the key U.S. tax figures our clients ask about most, in one place. Every link goes directly to IRS.gov or another government site.
Official IRS tools
Your account, refunds and payments
IRS Online Account — See your balance, payments, notices and tax records.
Where's My Refund? — Track the status of your federal refund.
IRS Direct Pay — Pay from a U.S. bank account, free of charge.
EFTPS — Schedule federal tax payments, used by many businesses.
Payment plans — Options if you can't pay in full.
Get Transcript — Download prior-year return and account transcripts.
Planning and forms
Tax Withholding Estimator — Check your W-4 withholding.
Estimated tax (Form 1040-ES) — Quarterly payments for self-employment and investment income.
Forms & instructions — Current IRS forms, instructions and publications.
Interactive Tax Assistant — IRS answers to common tax law questions.
Identity Protection PIN — Protect your return against identity theft.
Nonresidents and international filers
Tax residency status — Resident or nonresident for U.S. tax purposes.
Substantial presence test — The day-count test for residency.
Publication 519 — U.S. Tax Guide for Aliens.
Tax treaty tables — Treaty rates on dividends, interest, pensions and more.
Tax treaties A to Z — Full treaty texts by country.
ITIN — Who needs an ITIN and how to apply (Form W-7).
U.S. citizens and residents abroad — Filing rules for Americans living overseas.
FBAR (IRS overview) — Who must report foreign accounts.
FinCEN BSA E-Filing — Where the FBAR (FinCEN Form 114) is filed.
Form 8938 (FATCA) — Specified foreign financial assets.
Rights and help
Taxpayer Bill of Rights — Your 10 rights when dealing with the IRS.
Taxpayer Advocate Service — Independent help when an IRS problem isn't resolved.
2027 tax figures
Projected 2027 federal tax brackets, the standard deduction and other key limits, with links to the IRS, are on our 2027 Tax Rates page (Bloomberg Tax projections until the IRS publishes official figures).
Questions about your situation?
These tools and figures are general information, not tax advice. How they apply depends on your residency status, income and filing history. We can review your situation in a consultation.
More reading: our Tax Resources articles and the Nonresident Tax Guide.