References
- Publication 4491, Refund and Amount of Tax Owed Lesson
- Intake and Interview Sheet
- Publication 17
- Form 1040
- Form 1040-ES
- Form 1040-V
- Form 8888
- Form 9465
- Form W-4
- Form W-4P
- Form W-4S
- Form W-4V
- Optional:
- Publication 505
- Publication 594
- Form 2210
- Form 2210 Instructions
- Form 9465
- Publication 4012, Tab K
- Pointers for Direct Deposit of Refunds
- Split Refund Option
- Balance Due Returns