Gather Your Income Forms
Collect Deduction Receipts
Review Last Year's Return
Choose Your Filing Method
Collect all W-2s, 1099s, and other income statements. These documents report your earnings from various sources throughout the year.
Organize receipts for charitable contributions, medical expenses, student loan interest, and other potential tax deductions or credits.
Use your previous tax return as a guide for common income sources, deductions, and credits that apply to your situation.
Decide whether to use tax software, a professional preparer, or eligible free filing options. Understand what best fits your needs.
Important Calendar Milestones
January 31
April 15
October 15
Employers and payers must send out W-2 and 1099 forms by this date. Keep an eye on your mail and email for these crucial documents.
The primary federal tax filing deadline for most individual taxpayers. If this date falls on a weekend or holiday, the deadline shifts to the next business day.
The extended filing deadline for those who requested an extension. This gives you extra time to file, but not to pay any taxes owed.
Find the Right Way to File
Many taxpayers qualify for free filing services. Explore options like IRS Free File partners and the new IRS Direct File program, designed to simplify the process for eligible filers. These programs can save you money and simplify your tax journey.
We guide you through the criteria and benefits of each program, ensuring you make an informed decision for your unique situation. Understand the requirements and discover if you can file your federal taxes at no cost this year.
Ready to decode those confusing tax terms? Our comprehensive glossary translates complex IRS language into plain English, helping you understand every form and concept.