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

File Electronically

  • Verify your identity by using your 2018 AGI. If you created a 2018 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 2018 tax return, you may use the IRS Get Transcript self-help tools to get a tax return transcript showing your AGI. You have two options:
    • Online: Select the Tax Return Transcript and use only the “Adjusted Gross Income” line entry. Secure Access: How to Register for Certain Online Self-Help Tools provides you with the information you need to make the request.
    • By Mail: 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