Prepare Early. Organize Carefully. File With Fewer Surprises.
Individuals and Families: What to Gather
A general starting checklist for personal and family tax returns.
- Prior-year tax return, if available
- W-2s from all employers
- 1099s (interest, dividends, retirement, unemployment, etc.)
- Records of other income (rental, side income, etc.)
- Mortgage interest / property tax statements (Form 1098)
- Childcare provider information, if claiming childcare expenses
- Records of student loan interest or tuition payments
- Health insurance marketplace statements (Form 1095-A), if applicable
- Any IRS or state tax notices received
Self-Employed and Business: What to Gather
A general starting checklist for self-employed and small-business tax returns.
- Prior-year business tax return, if available
- Income records (1099-NEC, 1099-K, invoices, bank deposits)
- Business expense records (receipts, statements, mileage log)
- Vehicle use records, if claiming mileage or vehicle expenses
- Home office details, if applicable
- Payroll records, if you have employees
- Bookkeeping records or QuickBooks file
- Estimated tax payments made during the year
- Any IRS or state tax notices received
Official Taxpayer Tools
Check Your Refund, Records and Withholding
These links go to official U.S. government and State of Georgia websites. They are third-party government resources, not TaxMart portals; TaxMart does not receive anything you enter there.
Official government website · irs.gov
IRS: Where’s My Refund?
Check the status of your federal refund.
(opens in a new tab) Official government website · irs.govIRS Online Account
View balances, payments and tax records with your own IRS account.
(opens in a new tab) Official government website · irs.govIRS Get Transcript
Access or request your tax records and transcripts.
(opens in a new tab) Official government website · irs.govIRS Tax Withholding Estimator
Estimate whether your paycheck withholding is on track.
(opens in a new tab) Official government website · dor.georgia.govGeorgia Department of Revenue: Refund Status
Check the status of your Georgia individual income tax refund.
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