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IRS Newswire March 12, 2024
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*Issue Number: * FS-2024-08
*Inside This Issue*
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*Tips for success using Direct File*
The IRS Direct File pilot is a new choice for eligible taxpayers to file their 2023 federal tax return online for free, directly with IRS.
Direct File [ [link removed] ] is easy to use and helps them:
* File a 2023 federal tax return – for free – in English or Spanish
* Add their tax information with step-by-step guidance
* Connect with real-time online support from IRS customer service representatives
* Access it from smartphones, laptops, tablets and desktop computers
*Check your eligibility*
Direct File is available to you if you live in one of the 12 participating states and report certain types of income, deductions and credits. Check your eligibility at the Direct File website to determine if Direct File [ [link removed] ] is the right option for you.
The participating pilot states are, Arizona, California, Florida, Massachusetts. Nevada, New Hampshire, New York, South Dakota, Tennessee, Texas, Washington state and Wyoming. No additional states will be added to the pilot.
If you’re eligible, use the below information to help you prepare to file your return with Direct File.
*Gather your personal information*
* Social Security number [ [link removed] ] or individual tax ID number (ITIN) [ [link removed] ] for you and anyone else on your return [ [link removed] ]
* Bank account and routing numbers to get a refund by direct deposit
* Your adjusted gross income (AGI) [ [link removed] ] and exact refund amount from your last tax return
* Your current address — notify IRS if you changed your address [ [link removed] ]
* If you e-filed last year, your self-select PIN [ [link removed] ]
* If you were a victim of identity theft, your IP PIN [ [link removed] ]
*Organize your tax records*
You may be eligible to join the pilot if you report these income types:
* Form W-2 [ [link removed] ] (wages from employers). Here's what to do if you didn't get a W-2 [ [link removed] ].
* Form SSA-1099 [ [link removed] ] for Social Security benefits
* Form 1099-G [ [link removed] ] for government payments such as unemployment benefits [ [link removed] ]
* Form 1099-INT [ [link removed] ] from banks and brokers showing $1,500 or less interest you received [ [link removed] ]
Direct File is not an option if you have other types of income such as retirement income, gig economy or business income.
If you aren’t claiming any credits or deductions, you can use Direct File if you’re eligible and take the standard deduction.
If you’re eligible, you can claim the limited number of credits and deductions below if you use Direct File and you must take the standard deduction.
*Prepare to claim credits*
Direct File allows you to claim the following credits:
* Earned Income Tax Credit [ [link removed] ]
* Child Tax Credit [ [link removed] ]
* Credit for Other Dependents [ [link removed] ]
Direct File is not an option if you claim other tax credits [ [link removed] ] like the Child and Dependent Care Credit [ [link removed] ], Saver's Credit [ [link removed] ] or the Premium Tax Credit [ [link removed] ] if you had Marketplace health insurance coverage.
*Prepare to take tax deductions*
Direct File allows you to claim the following deductions.
* Standard deduction [ [link removed] ]
* Student loan interest [ [link removed] ]
* Educator expenses [ [link removed] ]
Direct File is not an option if you itemize [ [link removed] ] or claim other tax deductions [ [link removed] ].
*Sign-in to Direct File securely*
To use Direct File, you need an IRS account with ID.me. If you are an existing ID.me member, do not create another account. You can use your existing account to access Direct File.
If you’ve never created an ID.me account and are 18 years of age or older, create an account using your personal email and then verify your identity to access Direct File. You only need to verify your identity once — then you can use your ID.me account to access Direct File and other IRS online services.
Verifying your identity is quick and can be done using self-service [ [link removed] ] or on a video call [ [link removed] ] with an ID.me agent. Learn more about the sign-up process for an IRS ID.me account [ [link removed] ].
*Signing your Direct File tax return electronically*
When self-preparing your taxes and filing electronically, you must sign and validate [ [link removed] ] your electronic tax return by entering your prior-year Adjusted Gross Income (AGI) or your prior-year Self-Select PIN.
Since you are using Direct File for the first time, you must enter the information yourself.
There are several ways to find your prior-year AGI:
* On your 2022 tax return, your AGI is on line 11 of the Form 1040.
* Use your online account [ [link removed] ] to immediately view your AGI on the Tax Records tab.
* Use Get Transcript by Mail [ [link removed] ]. You can also request a transcript by mail by calling our automated phone transcript service at 800-908-9946 [ tel:800-908-9946 ]. Please allow 5 to 10 days for delivery.
If you have an Identity Protection (IP) PIN (via a CP01A or the Get an IP PIN Tool [ [link removed] ]), you must enter it when prompted by Direct File. It will serve to verify your identity instead of your prior-year AGI or prior-year Self Select PIN.
*Find out more about Direct File*
* Direct File Pilot Overview [ [link removed] ] IRS YouTube videos in English [ [link removed] ] and Spanish [ [link removed] ]
* IRS Publication 5952, Still haven’t filed your 2023 taxes? [ [link removed] ]
* IRS Publication 5916, File for free with Direct File pilot [ [link removed] ]
* IRS Publication 5917, Direct File pilot - What you need to know [ [link removed] ]
* Subscribe to the Direct File pilot newsletter [ [link removed] ]
* Visit Direct File [ [link removed] ] on IRS.gov
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