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Individual e-file Program Overview |
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How to e-file. It's as easy as 1-2-3 !
Step 1 - Get all your tax information together! - You'll save time and won't have to stop in the middle of preparing your return to find a missing document. Here's what you'll need :
- Social Security numbers for yourself, your spouse, and any dependents.
- W-2 forms from all employers are required for yourself and your spouse
- 1099 forms for Dividends, Retirement, or other income, or any 1099 forms with Income Tax Withholding.
- Receipts for expenses for Itemized Deductions (Schedule A).
- Receipts and records for other income or expenses.
- Bank Account numbers (for a fast refund, or to pay electronically).
- Complete information on what records you need, and how long to keep your records.
Step 2 - Choose the method of e-filing that works for you:
Step 3 - e-file it!
Paid Preparer - If using a Tax Preparer, be sure to take all your information with you, and don't forget to ask for e-file! Use our locator service to find an Authorized IRS e-file Provider nearest you.
Personal Computer - Online filers, just answer the simple questions in your tax preparation software, and the software will do the rest for you. For faster refunds, or to pay when YOU want to, have your bank account number handy.
Find an option that best fits your needs. It's easy…
TeleFile - If using TeleFile, follow the instructions in your TeleFile booklet. Complete the worksheet, then call TeleFile. It's EZ!
Relax. You're done. Now SHARE - tell a family member or friend e-file is the smart way to file their federal and state income tax returns!
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