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Investing & Tax Information
Investing & Tax Information Research Materials
ABI/INFORM Global
Use at Home? Yes
Description: Business magazines and journals covering a variety of subject areas including financial, pharmaceuticals, manufacturing, and more.
AtoZdatabases
Use at Home? Yes
Description: Premier Reference and Marketing Database including 30 million business profiles & 220 million residents. Ideal for sales leads, mailing lists, market research, employment opportunities, or finding friends and relatives.
CFRA
Use at Home? Yes
Description: Independent research firm offering high-quality research solutions including industry surveys, stock reports, fund reports, S&P research and The Outlook Newsletter.
Gale Business: Insights
Use at Home? Yes
Description: Research and analyze companies, industries, and economies around the world. Featuring robust data sets, industry essays, Plunkett reports, company histories, case studies, market share reports, and SWOT reports.
Mergent Intellect
Use at Home? Yes
Description: Coupling Mergent’s expertise in developing products for the reference marketplace with D&B®’s Hoover’s™ private company database, Mergent Intellect offers new and existing clients a unique opportunity to access private and public U.S. and international business data, industry news, facts and figures, executive contact information, the ability to access industry profiles, and much more.
Morningstar
Use at Home? Yes
Description: Find a stock or mutual fund, research current or prospective holdings, read analysts’ reports, and see ratings, financial reports, valuation ratios, and key ratios.
Value Line
Use at Home? Yes
Description: Information and advice on over 6,000 stocks, 18,000 mutual funds, 200,000 options, and other securities.
Wall Street Journal
Use at Home? Yes
Description: Access The Wall Street Journal (both print and online editions), as well as WSJ: The Magazine from the Wall Street Journal
Weiss Ratings
Use at Home? Yes
Description: Online listing of the trusted Weiss guides to stocks, mutual funds and exchange-traded funds (ETFs), banks, credit unions and insurance companies. Also contains the valuable Medigap tool detailing Medicare supplemental insurance options and Financial Literacy Basics guides about budgeting, paying off student loans, opening bank and investement accounts, and other key finanical skills.
Investing and Tax Information Websites
Investing and Personal Finance Websites
- AARP Financial Planning and Retirement
- EDGAR – U.S. Securities and Exchange Commission
- Federal Reserve Economic Data FRED
- Money as You Grow
- Mutual Funds and Exchange-Traded Funds (ETFs) – A Guide for Investors
- Saver Life
General Tax Information Websites
The deadline for filing both Federal and Illinois tax for Tax Year 2023 is Monday, April 15, 2024.
The deadline for filing both Federal and Illinois taxes with an extension is Tuesday, October 15, 2024.
More Tax Resources
Federal Forms and Publications are available for current and past years from the Internal Revenue Service site. You may also request forms by calling 1-800-TAX FORMS.
Illinois Forms can be downloaded at the Illinois Department of Revenue site. If you prefer to call, phone 1-800-732-8866.
Forms from Other States are online at the Federation of Tax Administrators site.
IRS e-file provides online filing information and links for individuals, businesses, nonprofits, and tax professionals. The IRS will open e-filing on January 23, 2023.
IL-1040 online filing allows all Illinois individual taxpayers to file their state form online for free.
Free File Alliance is a non-profit organization that allows low-income taxpayers to file their taxes using commercial tax software for free. Income thresholds are strictly enforced, so please check requirements before using this option. For Tax Year 2023 the income limit is $79,000.
Approved Third-Party Software by the State of Illinois – These commercial products have registered with the State of Illinois as legitimate for-profit tax preparation services, for those who’d like a bit of automated assistance while preparing their taxes online.
2024 Local Tax Preparation for Display
IRS VITA and TCE Locator – find local free tax preparation help, for those who qualify
AARP Site Locator Tool – free local tax preparation help (sometimes just for seniors)
IRS Taxpayer Assistance Centers can help you with your federal forms. Check the hours and services provided before you visit.
Illinois Regional Offices offer drop-in assistance. Remember to bring all your documents with you.
Ladder Up/Center for Economic Progress – Tax help for lower-income filers in Illinois. Income requirements for tax year 2023 are $64,000 for joint filing and $32,000 for individuals.
AARP Tax-Aide – AARP Foundation’s online tax resources
Consumer Financial Protection Bureau – Guide to filing your taxes in 2023
IRS Interactive Tax Assistant (ITA) – answers to several tax law questions specific to your individual circumstances
IRS Withholding Estimator – make sure the right amount of tax is withheld from your paycheck so you aren’t surprised by a big bill at tax time
Tax Time Allies – provides online links for lower-income filers and lists of local help for lower-income and senior filers
Taxpayer Advocate Service – Your voice in the IRS for tax problems you can’t resolve yourself.