FAQs

  • You can check your refund status anytime using the official tools below:

    Federal Refund:
    Use the IRS “Where’s My Refund?” tool:
    https://www.irs.gov/wheres-my-refund
    (You’ll need your SSN, filing status, and refund amount.)

    Colorado State Refund:
    Check your status on Colorado Revenue Online:
    https://tax.colorado.gov/refund

    Refund delays are common during busy seasons or if additional verification is required. If you need help checking your status, I’m happy to assist.

  • You can access your IRS account and tax transcripts online:

    IRS Online Account:
    View balances, payments, notices, and more.
    https://www.irs.gov/payments/your-online-account

    Tax Transcripts:
    Download wage, income, and return transcripts anytime.
    https://www.irs.gov/individuals/get-transcript

    If you have trouble logging in or verifying your identity, I can walk you through it.

  • You can get or retrieve your IRS Identity Protection PIN (IP PIN) online:
    The IP PIN is a 6‑digit number the IRS issues to protect your tax return from identity theft.

    Get or manage your IP PIN here:
    https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

    You’ll need to verify your identity through the IRS online system. If you have trouble signing in or getting verified, I can help walk you through the steps.

  • You can upload documents directly to the IRS using their secure Document Upload Tool. This is the safest way to send sensitive information like forms, supporting documentation, or requested letters. Make sure you:

    • Only upload documents through the official IRS site: IRS Document Upload Tool

    • Follow the instructions carefully and keep a copy for your records.

    • Include your identifying information as requested (like your SSN or ITIN and tax year) to ensure it is matched to your account.

    If you need guidance on what documents to submit or how to organize them, Altitude Financial Advisory Group can help you prepare them correctly.

  • You can claim a dependent if they meet IRS criteria as either a qualifying child or a qualifying relative. Generally, a dependent must:

    • Be a U.S. citizen, U.S. resident, or resident of Canada/Mexico.

    • Not provide more than half of their own financial support (for qualifying relatives).

    • Live with you for more than half the year (for qualifying children).

    • Be under age 19 (or under 24 if a full-time student) for children, or any age if permanently disabled.

    For detailed rules and examples, visit the IRS page: Who Can Be Claimed as a Dependent.

    Altitude Financial Advisory Group can help determine who qualifies as your dependent and ensure you maximize your tax benefits.

  • The IRS regularly posts news, updates, and guidance on its official website. This includes changes in tax law, filing deadlines, and important alerts for taxpayers. You can stay informed by visiting:

    For personalized guidance on how updates may impact your taxes, Altitude Financial Advisory Group can help you stay current and compliant.