Browse Our ResourcesAll of the important information you need for filing taxes. All in one place. Featured ChecklistTax Prep Checklist Updated 01/06/2023 What do you need before you start filing? FeaturedFrequently Asked Questions Updated 01/06/2023 Get your questions answered. Featured GuideTax Terminology Updated 01/06/2023 An A-Z guide of commonly-used terms that may be helpful to reference when filing your taxes. All Categories All Categories Guides Checklists Forms Recent updates Previous Tax Year Updates State and Federal Payment Relief Options Updated 09/12/2023Explore different options to set up a payment plan or potentially reduce your tax debt with Internal Revenue Service (IRS) or Franchise Tax Board (FTB). Recent updatesHow 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. Recent updatesStatewide VITA Bus Tour Updated 05/10/2023United Way Helping Communities Affected by Winter Flooding ChecklistsTax Preparation Checklist Updated 12/21/2022The 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. GuidesHow 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. GuidesTax Season Readiness Toolkit Updated 05/09/2023Equip yourself with the tools you need to file your taxes and claim tax credits. GuidesA Step-by-step Guide to Online Self-filing Updated 02/27/2023Learn how to file on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software TaxSlayer. GuidesGuide for Individual Taxpayer Identification Number (ITIN) Holders Updated 01/07/2023Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered. ChecklistsIndividual Tax Identification Number (ITIN) Application or Renewal Checklist Updated 01/06/2023The forms and documents you need to get ready to renew or apply for your ITIN (Individual Tax Identification Number). 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. GuidesUnderstanding Tax Credits Updated 01/06/2023Explore the thousands of dollars in state and federal tax credits you may be eligible for by filing your taxes. 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. 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. FormsVolunteer Income Tax Assistance (VITA) Intake Forms Updated 02/01/2022The Intake Form you must complete before getting your taxes done at a Volunteer Income Tax Assistance (VITA) site. Fill it out before your appointment to save time. 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. Recent updatesTax Extension for Californians in Counties Designated as Disaster Areas Updated 06/09/2023Due to weather crises in California, and the disaster declaration by the Federal Emergency Management Agency (FEMA), taxpayers in most of California now have until October 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. The IRS and FTB originally extended the tax deadline to May 15, 2023 to taxpayers without penalty residing in areas affected by the storms, flooding, and mudslides. Recent updatesThe 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. Recent updates2022 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. Recent updatesThe Tax Deadline Has Passed, Now What? Updated 04/28/2022The April 18 deadline has now passed to file taxes for the 2021 tax year. Here are some next steps you can take depending on whether you filed or not. Recent updatesMyFreeTaxes.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 Year UpdatesAmerican 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 Year UpdatesCalifornia 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 Year UpdatesIndividual 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 Year UpdatesWhat 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 Year UpdatesThe New Child Tax Credit: What You Should Know Updated 10/04/2021Explaining the New Child Tax Credit. Previous Tax Year UpdatesHow to Qualify for the Second Round of Golden State Stimulus Funding Updated 07/01/2021What you should know about this stimulus funding. Previous Tax Year UpdatesFiling 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 Year UpdatesCOVID-19 impacts the deadline to file taxes, additional support and resources are available Updated 03/01/2020Read recent updates about tax filing deadlines. 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. GuidesHow 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. GuidesTax Season Readiness Toolkit Updated 05/09/2023Equip yourself with the tools you need to file your taxes and claim tax credits. GuidesA Step-by-step Guide to Online Self-filing Updated 02/27/2023Learn how to file on your own through MyFreeTaxes.org using free, safe, accurate tax-filing software TaxSlayer. GuidesGuide for Individual Taxpayer Identification Number (ITIN) Holders Updated 01/07/2023Get your questions about Individual Taxpayer Identification Numbers (ITINs) answered. 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. GuidesUnderstanding Tax Credits Updated 01/06/2023Explore the thousands of dollars in state and federal tax credits you may be eligible for by filing your taxes. 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. ChecklistsTax Preparation Checklist Updated 12/21/2022The most commonly-used documents you’ll need to successfully complete your taxes. ChecklistsIndividual Tax Identification Number (ITIN) Application or Renewal Checklist Updated 01/06/2023The forms and documents you need to get ready to renew or apply for your ITIN (Individual Tax Identification Number). 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. FormsVolunteer Income Tax Assistance (VITA) Intake Forms Updated 02/01/2022The Intake Form you must complete before getting your taxes done at a Volunteer Income Tax Assistance (VITA) site. Fill it out before your appointment to save time. 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. Recent updatesHow 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. Recent updatesStatewide VITA Bus Tour Updated 05/10/2023United Way Helping Communities Affected by Winter Flooding Recent updatesTax Extension for Californians in Counties Designated as Disaster Areas Updated 06/09/2023Due to weather crises in California, and the disaster declaration by the Federal Emergency Management Agency (FEMA), taxpayers in most of California now have until October 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. The IRS and FTB originally extended the tax deadline to May 15, 2023 to taxpayers without penalty residing in areas affected by the storms, flooding, and mudslides. Recent updatesThe 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. Recent updates2022 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. Recent updatesThe Tax Deadline Has Passed, Now What? Updated 04/28/2022The April 18 deadline has now passed to file taxes for the 2021 tax year. Here are some next steps you can take depending on whether you filed or not. Recent updatesMyFreeTaxes.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 Year UpdatesAmerican 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 Year UpdatesCalifornia 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 Year UpdatesIndividual 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 Year UpdatesWhat 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 Year UpdatesThe New Child Tax Credit: What You Should Know Updated 10/04/2021Explaining the New Child Tax Credit. Previous Tax Year UpdatesHow to Qualify for the Second Round of Golden State Stimulus Funding Updated 07/01/2021What you should know about this stimulus funding. Previous Tax Year UpdatesFiling 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 Year UpdatesCOVID-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.