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FAQs
I need a copy of:
1098 Mortgage interest Statement
Call the mortgage loan company. Have your account number or Social Security number ready and after a few
questions they should be able to provide you with the interest paid for the year, real estate taxes paid, and mortgage
insurance premium paid.
W2 Call your employer and ask to be issued a new one. We do not use substitute documents such as the end-of-the-year
paycheck stub.
1099-G Unemployment Compensation Income Statement or Paid Family Leave.
Call Unemployment Development Department (EDD) at 1-866-401-2849. This is an automated system that will provide you
with the taxable income and withholdings necessary.
1098-T Tuition Statement
Login to your College or University online portal. The 1098-T should be available for download there. If not available, call
your admissions and records to request a copy and or amounts.
1098-E Student Loan Interest Statement
Login through your loan provider web portal to download online. If not available, call your student loan provider for amount
of interest paid on student loan for the year.
1095-A Health Insurance Market Place Form
You should be able to get this form if you are enrolled in Covered California. Login to the Covered California account portal
at www.covered.ca.com
Is my refund going to be reduced, offset, or intercepted?
There are many reasons why someone's refund my be reduced or offset by a government agency. If you think that you may
owe on a past year tax obligation, child support, overdue tickets, or delinquent student loan payments, then your state and
or federal refund may be offset. To find out if this is a possibility, please call Treasury Offset hotline at 1-800-304-3107.
Have your Social Security number ready.
When will I receive my refund?
The IRS generally issues refunds between 7 - 21 days after your return has been accepted by them through the E-Filing
system. If for some specific reason your return is required to be submitted through the mail then the refund may take
8 - 12 weeks. These timelines do often fluctuate. In some years, the IRS has made announcements
at the beginning of the tax season (February) that tax returns with the Earned Income Credit (EIC) were being delayed by a
minimum of two weeks for special review and processing. Some refunds in the 2021 tax season were taking 3 to 4 months
to be issued. Once your tax return has been filed, you can check your refund status online.
Can I have my tax preparation fee taken out of my refund?
No, that service is not currently available at WLR Income Tax Service.
What are the acceptable methods of payment for my tax return preparation fee?
We accept cash, check, Zelle transfer or credit card. Credit card payments will incur a $5.00 processing fee to be included in
the total payment for services.
1098 Mortgage interest Statement
Call the mortgage loan company. Have your account number or Social Security number ready and after a few
questions they should be able to provide you with the interest paid for the year, real estate taxes paid, and mortgage
insurance premium paid.
W2 Call your employer and ask to be issued a new one. We do not use substitute documents such as the end-of-the-year
paycheck stub.
1099-G Unemployment Compensation Income Statement or Paid Family Leave.
Call Unemployment Development Department (EDD) at 1-866-401-2849. This is an automated system that will provide you
with the taxable income and withholdings necessary.
1098-T Tuition Statement
Login to your College or University online portal. The 1098-T should be available for download there. If not available, call
your admissions and records to request a copy and or amounts.
1098-E Student Loan Interest Statement
Login through your loan provider web portal to download online. If not available, call your student loan provider for amount
of interest paid on student loan for the year.
1095-A Health Insurance Market Place Form
You should be able to get this form if you are enrolled in Covered California. Login to the Covered California account portal
at www.covered.ca.com
Is my refund going to be reduced, offset, or intercepted?
There are many reasons why someone's refund my be reduced or offset by a government agency. If you think that you may
owe on a past year tax obligation, child support, overdue tickets, or delinquent student loan payments, then your state and
or federal refund may be offset. To find out if this is a possibility, please call Treasury Offset hotline at 1-800-304-3107.
Have your Social Security number ready.
When will I receive my refund?
The IRS generally issues refunds between 7 - 21 days after your return has been accepted by them through the E-Filing
system. If for some specific reason your return is required to be submitted through the mail then the refund may take
8 - 12 weeks. These timelines do often fluctuate. In some years, the IRS has made announcements
at the beginning of the tax season (February) that tax returns with the Earned Income Credit (EIC) were being delayed by a
minimum of two weeks for special review and processing. Some refunds in the 2021 tax season were taking 3 to 4 months
to be issued. Once your tax return has been filed, you can check your refund status online.
Can I have my tax preparation fee taken out of my refund?
No, that service is not currently available at WLR Income Tax Service.
What are the acceptable methods of payment for my tax return preparation fee?
We accept cash, check, Zelle transfer or credit card. Credit card payments will incur a $5.00 processing fee to be included in
the total payment for services.
