Question

What is ALL required to e-file your taxes

Forum|Forum|3 years ago
March 24, 2023
1 reply
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I have never e-filed. This year it is free for me to e-file. So I am considering e-filing. However, I can't find anything that lists all the requirements to e-file. For example, do I need a TurboTax account, email address, phone number. Is a VOIP number OK. How is my ID verified? What about W2s and 1099s? I hate processes with all the unknowns until asked. Just like not knowing shipping charges until you enter your credit card. What is required (complete list) to e-file?

DoninGA

Employee

Go to this TurboTax website and click on See how it works - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

T

turtletax1999Author

That promotional link does not answer any of my questions. What are the specific requirements to e-file?

DoninGA

Employee

If you are going to use the TurboTax Free online edition, you do have to create an account on TurboTax. This requires your email address, a self-selected User ID, phone number (Recommended but not required) and a self-selected Password.

You will need all tax forms you received for tax year 2022 from employer's and financial institutions, W-2 and Form 1099.

TurboTax online editions - https://turbotax.intuit.com/personal-taxes/online/

If you have a simple tax return, you can file for free with TurboTax Free Edition or TurboTax Live Assisted Basic. You can also file with TurboTax Live Full Service Basic at the listed price.

TurboTax Online: Important Details about Free Filing for Simple Tax Returns
A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.

Situations covered (assuming no added tax complexity):

W-2 income
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
IRS standard deduction
Earned Income Tax Credit (EIC)
Child Tax Credit (CTC)
Student loan interest deduction

Situations not covered:

Itemized deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income
Stock sales
Rental property income
Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments)