Information on Efile, Requirements, Refunds Income, Adjustments, Deductions and Tax Credits

We are here to help with your tax questions. Understanding your taxes is the key to getting the best result on your tax return. Below is a list of Tax Information for Individuals. You will find tax tips and helpful information on credits, deductions, adjustments, income, e-file, and much more! Click on a category to see some commonly asked questions and answers.

E-File, Requirements, and Refunds

E-file	Dates, Eligibility, and General Information
PIN Program/8453-OL	What is it?
Refunds	When to expect yours, How to check your status and who to contact
Filing Requirements	Do you have to file? What form to use.
Filing Status	Which Filing Status is right for you?
Dependents	General and Specific Information
Exemptions	Explained

Income, Adjustments, and Deductions

Adjustments	Eligible adjustments and limitations of each.
Itemized Deductions	When, What, Where and Why of Itemized Deductions
Other Income	Lawsuit Awards, Workers Comp, Inheritance, State Refund, Lump Sum Distributions
Pensions and Annuities	What is Taxable and Information on Pensions
Social Security Income	What to claim, What is Taxable, and General Information
Business/Self-Employment Income	Definitions, Income, Deductions and Tax
Capital Gains/Losses & Sale of a Home	General Information and Specific Information on Stocks
IRA's	Traditional, Roth, additional tax, what is deductible

Tax Credits Information

Child Care Credit	Where and How to Claim This Credit
Child Tax Credit	Qualifications, Eligibility, Additional Child Tax Credit, Required Forms
Education Credits/ Tuition & Fees	Eligibility, Hope, Lifetime, Student Loan, Pell Grant, Income, Coverdell ESA
Earned Income Credit	Qualifications and Guidelines
Other tax Credits and Questions	Elderly, Retirement, Electric Vehicle, Health Coverage, Adoption, and Refundable Vs. Non-Refundable Credits

General Information

Amended Returns	When, What, How and Where for 1040X
Copy of Tax Information	How to Obtain a Copy and Getting Your AGI
Foreign Income	Exclusion and Credit, Rules and Eligibility
W-2 Questions	Statutory Employee, EIN, 1099-MISC
Payments	1040V, Estimated payments, Pay by Credit Card

Tax Forms and Publications

Federal Forms	Printable PDF's for all Supported Forms, Instructions and Schedules for your Federal Return
State Forms	Printable PDF's for the most commonly used State Forms and Instructions

State Tax information for Individuals

Since each state has its own tax laws, OLT has gathered some of the more commonly asked questions and answers to help you complete your state income tax return. Click below to find your state FAQ! Information for filing a State Only tax return