Resources

Tax preparation can seem like a daunting task, but Bennett CPA is here to help. Merrill Bennett is dedicated to providing leading services and unmatched tax advice. One of his goals is to help his clients better understand tax planning, and further develop their general tax knowledge.

Please use the resources we’ve provided to help you stay organized this tax season.

If you have any concerns about your tax preparation, reach out to the team at Bennett CPA today!

How Long Should I Keep Financial Records?

Although it can be tempting to throw away documents that are a couple years old, or to stuff them into a random desk drawer, it’s important to keep your paperwork as organized as possible. Keeping your financial documents organized will help you file future tax returns, and allows you to easily find documents should the government ask for them. We have provided the following guides so that you can easily see how long you should hold on to certain documents.

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What Is The PTC Rebate?

PTC refers to the Property Tax/ Rent/ Head Credit rebate. This is a special rebate that has been available since 1971 to provide extra benefits to eligible Coloradans.

Eligibility Requirements

You may be eligible to receive the PTC rebate if you identify with one or more of the following requirements:

  • Resided in Colorado for the entire year
  • You are at least 65 years of age
  • You are a surviving spouse and at least 58 years of age
  • Your are differently-abled
  • You are not claimed as a dependent on anyone’s federal income tax return

If you are interested in learning more about the PTC rebate and sending in your application, print out this free booklet.

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Where Is My Refund?

After receiving confirmation that you will be receiving a refund, one of the hardest parts of the process comes next...waiting! We have provided you with some helpful links that will inform you of your refund status.

You’ll want to have a few pieces of information ready to make filling out the forms easier. These include:

  • Filing Status Shown On Your Tax Return

  • Refund Amount Shown On Your Tax Return

  • Social Security Number

If you are expecting an individual tax refund from the state, click here.

If you want to check on the status of your federal return, click here.

If you want to check on the status of your PTC rebate, click here.

Additional Resources