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Free File: What You Need to Get Started

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Personal Information

  • A copy of last year's tax return
  • Verify your identity by using your 2013 Adjusted Gross Income or the your 2013 personal identification number if you created one
  • Don't have your AGI or PIN? Get a new five-digit PIN by using an online Electronic Filing PIN, or call the IRS toll-free line at 1-866-704-7388
  • Valid Social Security numbers for yourself and your spouse, if applicable
  • Valid Social Security numbers for your dependents, if applicable

Income and Receipts

  • Social Security benefits
  • Unemployment Compensation
  • All receipts pertaining to your small business, if applicable
  • Income receipts from rental, real estate, royalties, partnerships, S corporation, trusts

Other income

  • W-2s, showing your annual wages from all of your employers
  • Forms 1099-INT, showing interest paid to you throughout the year
  • Form 1099-G, showing any refund, credit or offset of state and local taxes
  • Forms 1099-DIV and Forms 1099-R, showing dividends and distributions from retirement and other plans paid to you during the year

ACA Filers

  • Form 1095A, Health Insurance Marketplace Statement
  • Form 8962, Premium Tax Credit
  • Form 8965, Health Coverage Exemption and ECN 

File Electronically

  • Verify your identity by using your 2013 Adjusted Gross Income. If you created a 2013 personal identification number, that will work too
  • Don't have your AGI or PIN? Get a new five-digit PIN by using an online Electronic Filing PIN, or call the IRS toll-free line at 1-866-704-7388

Contact Information

  • To get a notification from the Free File software company that your return was accepted by IRS, you need a valid email address
Page Last Reviewed or Updated: 18-May-2015