Helpful Tax Forms, Tax Tips & Calculators

FORMS TO SAVE YOU TIME IN OUR OFFICE:  

    Taxpayer Questionnaire (Print, complete and bring with you along with your documentation to process your tax return)

     Tax Return Checklist (FOR YOUR PERSONAL USE ONLY--no need to bring to our office)

     Tax Organizer to assist you in gathering your tax information.  Feel free to complete it in its entirety or to use it as a memory aid in collecting your tax documents.  You are not required to complete the organizer, but we hope that you find it helpful if you choose to use it. 

 

YEAR-END SUMMARY:

Each year we strive to provide taxpayers with a year-end summary of important tax information that will help you gather documents for the tax return.  

  -  Click here for the Business Tax Reminders

  -  Click here for the Individual Client Tax Reminders

 

CONSENT FORM: Please print the Consent form, fill it out and sign it anytime you would like Hibbs & Associates to provide a copy of your tax return to a financial institution for loans, etc. Contact our office if you have questions completing it. 

 

Internal Revenue Service: 

CHANGE OF HOME ADDRESS?  The IRS requires that taxpayers timely provide your address change.  Since this is their only source of communication to reach you (the IRS does not email, fax or initiate telephone calls), it is important that you update a residence change.

- Click on this link to obtain the necessary Form 8822. 

               

  -  Where's My Refund?

If you are missing a refund check, click on the “Where’s My Refund?” link above. This tool enables you to check the status of your refund. You will need to enter your social security number, filing status and the refund amount shown on your return. If you would rather call about your refund, the number is 800-829-1954. We recommend that you use direct deposit for your refunds, which will eliminate the issue of undelivered refunds. Please ask us about this when you make your appointment.

  - There is a free online learning tool to help you understand federal taxes; OR if you are trying to help someone else understand taxes, there is a teaching tool as well. Click here to go to this website.

 

KY Department of Revenue:

   - KY: Where's My Refund?

   - Click here to find more information about the Unemployment Tax Credit program that provides employers a credit of $100 per hire against KY income taxes owed for hiring residents who have been unemployed for 60 days and remain on the payroll for at least 180 days.

   - Click on this link to sign up to receive targeted government marketing leads for your business

   - Click here to link your small business with buyers from government agencies and large businesses

 

RECORD RETENTION

HOW LONG do I need to keep my IMPORTANT DOCUMENTS? Click this link to find out how long it is suggested you keep your personal documents.  Click here to see how long it is recommended that you keep important business documents. 

 

Social Security Administration website

 

Tips to Reduce Big Refunds and Prevent Tax Bills