Tax Forms & Links

Federal Tax Forms

Track Your Federal Refund

To set up direct IRS tax payments from a bank account:

1. Go to the IRS website:  https://www.irs.gov/payments
2. Click “Pay Now with Direct Pay”
3. Choose “Make a Payment”
4. Reason for Payment – Estimated Tax  (or could be Tax Return or Notice)
5. Apply Payment to – 1040ES for estimated taxes (or could be 1040 for the return)
6. Tax Period for Payment – 2024 (for whatever year the payment is for, so if you are paying a 2023 tax return you would say 2023, if a 2024 estimate you would say 2024)
7. Click continue
8. Tax Year for Verification – 2022 (or whatever year you filed last; never use a year that you are on extension)
9. Filing Status – Married – Filed Joint Return (unless you are single, etc.)

Everything else thereafter should be straightforward. You will put your SSN and your address and at the bottom click to accept the privacy act.

The next screen will take you into where you can put the bank routing number, account number, and the amount to pay.

Instructions to cancel estimates set up for electronic withdrawal:

To cancel a federal estimate you would need to call:

1-888-353-4537 IRS

To cancel a New York State estimate you would need to call:

(518) 485-7884 NYS

NY State Tax Forms

Track Your NY Refund

CT State Tax Forms

Track Your CT Refund

NJ State Tax Forms

Track Your NJ Refund

Links of all state tax websites

What tax records should you keep, and how long should you keep them?