Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Single and Joint Filers With No Dependents
Employee's Withholding Allowance Certificate

 

Request for Transcript of Tax Returns
Employer's Quarterly Federal Tax Return
Installment Agreement Request
Wage and Tax Statement

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

Free File: What You Need to Get Started

Personal Information You Need

  • A copy of last year's tax return in order to access your Adjusted Gross Income (AGI)
  • 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 2015 AGI. If you created a 2015 personal identification number, that will work too. The personal identification number required that you create a five-digit PIN that could be any five numbers (except all zeros) that you choose which serves as your electronic signature.
  • Don't have your AGI or PIN? If you do not have a copy of your 2015 tax return, you may use the IRS Get Transcript self-help tool to get a Tax Return Transcript showing your AGI.
    • Use Get Transcript Online to immediately view your AGI. You must pass the Secure Access. identity verification process. Select the Tax Return Transcript and use only the “Adjusted Gross Income” line entry.
    • Use Get Transcript Online or call 800-908-9946 if you cannot pass Secure Access. and need to request a Tax Return Transcript. Please allow 5 to 10 days for delivery. Use only the “Adjusted Gross Income” line entry.

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