01/20/2024
Preparing to file your 2023 for 2024 self check information and documents needed when you ready start gathering it now
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, your spouse, and any dependent, 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
Form 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 1099-R, showing dividends and distributions from retirement and other plans paid to you during the year
ACA filers
Form 1095-A, Health Insurance Marketplace Statement. For more information see Affordable Care Act (ACA) Tax Provisions.
Form 8962, Premium Tax Credit
File electronically
When self-preparing your taxes and filing electronically, you must sign and validate your electronic tax return. To verify your identity, use last year’s AGI or last year’s self-select signature personal identification number (PIN). To sign your electronic tax return, use a 5 digit self-select PIN, any five numbers (except all zeros) that you choose which serves as your electronic signature.
If you do not know last year’s AGI, have a copy of your prior year tax return, you can find that information by signing into your online account. This is the fastest and easiest way to view your prior year adjusted gross income (AGI) and access your tax records.
If you are unable to access your online account, you can get a tax return transcript by mail showing your prior year AGI.
Contact information
To get a notification from the Free File software company that your return was accepted by IRS, please have a valid email address if you don’t have one create one today. Most important make sure if you going direct deposit you have the correct banking information routing number and account number now you should be ready to file.
