CLIENT RESOURCE CENTER
Everything You Need. All in One Place.
Tax season is easier when you know where to go. Access helpful tax resources, official IRS tools, filing information, and Legacy Tax Tips designed to help you stay informed and prepared.
OFFICIAL IRS TOOLS BELOW WILL OPEN DIRECTLY ON IRS.GOV
OFFICIAL IRS TOOLS
Quick Access to the
Resources You Need.
Use these official Internal Revenue Service tools to manage common federal tax tasks securely online.
Get an Identity Protection PIN
Visit the IRS to learn about an Identity Protection PIN and how to request one to help protect your tax identity.
Where’s My Refund?
Check your federal income tax refund status using the IRS Where’s My Refund? tool.
Where’s My Amended Return?
Use the IRS tool to check the status of your amended federal individual income tax return.
IRS Individual Online Account
Access your individual IRS account to view your tax information and available account services.
What’s My Filing Status?
Use the IRS Interactive Tax Assistant to answer questions about your circumstances and determine which filing status may apply.
IRS tools and online services are provided and maintained by the Internal Revenue Service. Selecting a resource opens IRS.gov in a new tab. Legacy Financial Tax Association is not the provider of these tools.
A Little Preparation
Goes a Long Way.
Getting organized before tax season can help create a smoother filing experience. Explore these Legacy Tax Tips and begin preparing the documents and information that may apply to your return.
Claiming a Dependent?
Having the appropriate documentation ready can make your filing process smoother. Review this Legacy Tax Tip and begin gathering the records that may apply to your household and dependents.
Before You File, Check
Your Documents.
Make sure your identification, income documents and other applicable tax records are current and organized before beginning your return. Preparing now can help create a smoother filing experience later.
Have Your
Documents Ready?
Now Let's Get
You Filed.
You've gathered your documents. You've checked your information. Take the next step with Legacy Financial Tax Association.
FILE WITH LEGACY →Popular Tax Resources
Quick answers and direct links to the official IRS tools you'll reach for most often. External links open on IRS.gov in a new tab.
How do I get an IRS Identity Protection PIN?
An IRS IP PIN is a six-digit number that helps prevent someone else from filing a federal tax return using your SSN or ITIN. Eligible taxpayers can request one through the IRS.
Get an IP PIN →How do I check my federal refund?
Use the IRS Where's My Refund? tool to check the status of your federal income tax refund.
Check My Refund →How do I check my amended return?
The IRS Where's My Amended Return? tool can be used to track an amended individual return. The IRS states that status is generally available approximately three weeks after submission.
Check Amended Return →How do I access my IRS tax records or transcripts?
Create or sign in to an IRS Individual Online Account to access available tax records and transcripts, balances, payments, notices and other individual account information.
Access IRS Account →How do I determine my filing status?
The IRS Interactive Tax Assistant can help taxpayers determine which filing status may apply based on the information they provide.
Check Filing Status →What documents should I prepare before filing?
Your required documents depend on your individual tax situation. Common records may include identification, Social Security or ITIN information, W-2s, applicable 1099s, dependent information, education documents, childcare records and other income or tax documents that apply to your return.
↑ View Legacy Tax Tips