Column Tax Frequently Asked Questions

Column Tax in partnership with Everlance is offering tax filing just for your current year tax return.

There are other options available if you’re looking to file a return for a prior year. Although the tax filing deadline for prior year returns has passed, the IRS gives filers up to three years from the original due date of the return to file and still receive a tax credit refund if eligible. You can learn more about options for filing prior year returns on the IRS website. 

If you have missed any stimulus credits or rebates you may be entitled to for prior years, the IRS may allow you to claim a back payment in the form of a Recovery Rebate Credit. There is information in the article about eligibility and how to process a claim if eligible.

The IRS issues most refunds within 21 days from the time your tax return is accepted by the IRS. You can monitor the progress of a refund by using this IRS Where’s My Refund tool. 

After your tax return has been accepted by the IRS, please allow 36 hours for information to appear in the Where’s My Refund  tool and 3 weeks to get a refund electronically.

The information in the Where’s My Refund tool is only updated once daily which happens in an overnight process. The IRS tax season refund frequently asked questions webpage is a helpful resource for all your questions about refunds.

If you claimed the Earned Income Tax Credit (EITC) you can expect to typically receive a refund by March 1st [By law](https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/when-to-expect-your-refund-if-you-claimed-the-earned-income-tax-credit-or-additional-child-tax-credit#PATH%20Act), the IRS can’t issue EITC refunds before mid-February. This includes the entire refund, not just the part that’s related to the credit claimed on the tax return.

You can find more information about requirements for tax filing here. We recommend you file a tax return each year to ensure you benefit from any credits and deductions you may be entitled to and to ensure you adhere to any filing requirements that may apply.

Don't lose your refund by not filing is also a helpful resource if you are considering whether to file a tax return if you are not required to file.

The IRS developed this worksheet, Notice 703 for you to see if your Social Security or SSI benefits may be taxable.

You can find more information about requirements for tax filing here: IRS - Who should file? We recommend you file a tax return each year to ensure you benefit from any credits and deductions you may be entitled to and to ensure you adhere to any filing requirements that may apply.

Don't lose your refund by not filing is also a helpful resource if you are considering whether to file a tax return if you are not required to file.

This IRS article provides helpful information on Child Tax Credit (CTC) eligibility for the 2022 tax year. We recommend you file a tax return each year to ensure you benefit from any credits or deductions you may be entitled to and to ensure you meet any filing requirements that may apply.

If you filed your tax return for a prior year and have not received your refund, it can be tracked on the IRS Where’s My Refund? webpage. This tool will display the refund status for the tax year you choose. If you need additional assistance regarding a prior year refund, you can call the IRS directly at 1-800-829-1040.

Yes! Column Tax is a DIY authorized e-file provider. We can submit both your federal and state tax returns.

You can find more information about requirements for tax filing here: IRS - Who should file? We recommend you file a tax return each year to ensure you benefit from any credits and deductions you may be entitled to and to ensure you adhere to any filing requirements that may apply.

Our tax experience covers all credits, deductions, rebates, exemptions, adjustments, distributions, income types, and filing statuses that apply to individual Federal and State tax filings.

So in short, yes! If you have questions about any specific situations, we’d be happy to help. We look forward to working with you this tax season!

If you e-filed your tax return and get a message telling you that a dependent on your return has been claimed on another tax return, or if you receive an IRS Notice CP87A, you’ll first need to verify you entered the correct information for the dependent(s) you claimed. You can do this here, Social Security Administration. If you made a data entry error, you can correct these errors and file the tax return electronically again.

If you entered the information correctly, it is likely that someone else has claimed a dependent on their tax return that you believe you are entitled to claim. In this case, you can learn more about the process for claiming a dependent that has already been claimed in this IRS article, What to do when someone fraudulently claims your dependent.

The article will walk you through the steps to resolve this situation. Also, you can call the IRS at 800-829-1040(http://about:blank) for personalized support with your questions.

The tax filing feature is included in our Professional Plan.   

Column Tax is only available on iOS and Android app. It is not yet available on the dashboard.

Column Tax covers all 50 states and all personal income tax situations, which refers to individual and self-employed filing scenarios but excludes filings on behalf of LLCs or incorporated businesses. This includes the following tax forms:

• W2
•  1099 (1099-NEC, 1099-K, 1099-MISC, 1099-G, SSA-1099, 1099-INT, 1099-B, 1099-DIV, 1099-R)

Column Tax only supports yearly taxes. Users cannot file quarterly taxes with Column Tax and Everlance. 

Column Tax prioritizes data security and reliability. They have robust systems in place for data security, storage, fraud prevention, and overall reliability. For detailed information on these measures, you can read more about Column Tax's data protection practices here. 

No. Everlance will not store direct deposit data and is not involved in the process of reimbursing users. 

No. Everlance is not involved in the process of paying user's taxes. 

Yes, you can check the progress of your return by going back to the Tax Center in Everlance. You can find a helpful tutorial on how to check on your return here.