Choose the right tax year
Use the year your income belongs to, and keep that year’s records together.
Read guide →Tax guides
Understand the information before you enter it. These guides explain how to use this release and link to official resources.
8 guides shown
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Your W-2 entry checklist
Find the wage and withholding amounts used by the questionnaire without uploading documents.
Read guide →Tax liability, refund and amount owed
See why a larger refund does not by itself mean a lower tax bill.
Read guide →Compare eligible filing options
Understand what the joint and separate columns mean before comparing their numbers.
Read guide →Enter tax payments once
Separate withholding, installments, extension payments and applied overpayments.
Read guide →An extension and a tax payment are different
Review a payment made with an extension without confusing it with permission to pay later.
Read guide →Check state and local coverage
Distinguish a supported state wage calculation from a complete state and local return.
Read guide →Find official free filing resources
Move from reviewing your information to an appropriate filing or assistance service.
Read guide →Prepared with AI assistance. Professional tax and editorial review is pending. See our editorial standards.
Ready to review your information?
Keep your tax records beside you. Enter only the amounts and facts requested, and check the limits before relying on a result.