Tax Questions?

What information do I need to file my taxes

Before you file your taxes online with us, here is some of the information that you will likely need:

• Identification Information: Social security numbers for you, your spouse and your dependents.
• Primary Income Information: Regular wages/salary from employers you and your spouse worked for during the past tax year.
• Additional Income Information: Investment income information, including interest income, dividend income, proceeds from the sale of bonds or stocks, income from foreign investments, business income, unemployment income, rental property income, Social Security benefits, income earned from jury duty, lottery and gambling winnings, prizes, awards and distributions from medical savings accounts.
• Personal Expenses Information: Unreimbursed business expenses, childcare expenses, gambling losses, medical expenses, moving expenses and taxes such as car registration fees or real estate tax bills.

How do I save my progress?

E-file.com tax software offers the ability to start and stop at any time, so that users can complete their tax return at their own pace. When a user logs out of the software we will automatically save the filer's progress, allowing the user to pick up where they left off at any time whenever they log back in to the website.

What filing status do I choose?

Identifying your filing status helps determine which tax deductions or tax credits you are eligible for, what standard deduction you qualify for, and what tax bracket you fall into. These are the five filing statuses to choose from:

1. Single
2. Married Filing Jointly
3. Married Filing Separately
4. Head of Household
5. Widow(er) with Dependent Child

To determine which is the right filing status for you, you can go here for detailed information to help you decide.

If you're missing one or more W-2's

By law, your employers are supposed to keep copies of W-2's for four years. Your best bet for obtaining a missing W-2 is to ask your past or present employer for a copy of it.

You can also request copies of prior or current W-2's from the IRS by using the same process for obtaining a prior year's return. However, this process can take up to 10 days for an online request (and up to 30 days for a mail or fax request) to be granted, so if you use this option, be sure to request your forms well in advance of the federal filing deadline.

How do I receive an extension?

A tax extension provides you with 6 months to file your taxes without incurring late-filing penalties. You can file for extension anytime before the April tax deadline. All extensions on E-file.com include free tax return software. This allows you to come back anytime between April 20th and October 15th to file your tax return for free.

Please keep in mind you do have to pay any taxes owed to the IRS by the federal due date or you may be charged interest on the tax you haven't paid. An extension only allows you more time to file your taxes so you don't incur penalties from missing the filing deadline.

What is my AGI?

AGI stands for Adjusted Gross Income and is the total amount of income a taxpayer earns minus whatever deductions they claim. When submitting a tax return using E-file, your AGI constitutes one part of your identity verification and functions as your digital signature. Digitally signing is an IRS requirement to help protect against fraud. To find your AGI, you will need a copy of your tax return that was filled last year. In most cases, this would have been a form 1040, 1040-SR or 1040NR. If you used one of these forms for the tax year 2020, 2021 or 2022, your AGI should be on line 11. It is located on different lines in previous years.