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
- 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
- Form 1095A, Health Insurance Marketplace Statement. For more information see Affordable Care Act (ACA) Tax Provisions.
- Form 8962, Premium Tax Credit
- 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.
- To get a notification from the Free File software company that your return was accepted by IRS, you need a valid email address