Resource Category: Guides

State and Federal Payment Relief Options

Explore 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).

The Tax Deadline Has Passed, Now What?

The deadline for filing taxes for the 2023 tax year was April 15, 2024, except for residents of San Diego County, who were granted an automatic tax extension until June 17, 2024. Here's what you need to know next, depending on whether you've filed or not.

Need More Time to File? Here’s How to Request a Tax Extension

Everything you need to know about tax extensions and how you can use our free tax filing software to request an extension online.

Last Chance to Claim Missing Stimulus Payments

If 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.

Claiming IHSS as Earned Income

Learn when to report tax-exempt IHSS income to the Internal Revenue Service and how to do so. 

Tax Season Readiness Toolkit

Equip yourself with the tools you need to file your taxes and claim tax credits.

A Step-by-step Guide to Online Self-filing

Learn how to file on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software TaxSlayer.
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Guide to Self-Filing using CashApp

Learn how to file your taxes on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software with CashApp.

Understanding Tax Credits

Explore the thousands of dollars in state and federal tax credits you may be eligible for by filing your taxes.
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Guide for Individual Taxpayer Identification Number (ITIN) Holders

Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered.
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Tax Terminology

An A-Z guide of commonly-used terms that may be helpful to reference when filing your taxes.
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Reconstructing Tax Records

Learn how you can request copies of previously filed tax returns.

How to Apply for an Individual Taxpayer Identification Number (ITIN)

Learn how to submit an application for an Individual Taxpayer Identification Number (ITIN).

How to Create an Online IRS Account

Learn how to create an online account with the IRS.

How to Fix Your Return and Claim Past Credits

Watch video tutorials to learn how to fix a mistake on your California or federal tax return.
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How to Use Your Refund

Some tips for helping you achieve financial success.
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Writing Off Child Care Expenses

Learn how you can maximize your tax refund by writing off child care expenses.
United Ways of California Writing Off Child Care Expenses

Writing Off College Expenses

Learn how college students can maximize their tax refund by writing off education-related expenses.
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