Free download

The Refund Tracking & Readiness Kit

Pulls together the document checklist, a worksheet for logging your refund status over time, and the questions worth asking if a refund is delayed, offset, or tied to an amendment.

  • A document checklist for filing, amending, or following up on a refund
  • A worksheet for logging your refund status and the dates it changes
  • The questions to ask before accepting a refund advance
  • Official IRS and state sources for tracking and eligibility

No payment, no account, no waiting for an email — the PDF downloads the moment you submit.

CalculatorsFree kit