| What To Do | How To Do It |
|---|---|
| 1.) Get Tax Papers Together | Collect your: + Last year's tax return; + Wages ( W-2s ); + Tax papers received in mail |
| 2.) Login to the Tax program | Click "Login" or "Start Online Filing" button on the right of this screen |
| 3.) Setup Personal Secured Account | Enter your: + Social Security Number + Password + E-Mail Address |
| 4.) Enter your Personal information | Enter your: + Name and Address + Social Security Number + Date of Birth + Filing Status + Dependent(s) information |
| 5.) Enter your Income information | Enter EXACTLY all the information into the tax program form. See How to Report Income |
| 6.) Enter your Personal Tax Deductions (Adjustments) | Enter the amount of your personal tax deductible expenses from your personal records. See How to Claim Personal Tax Deductions |
| 7.) Enter your Personal Tax Credits | Enter the amount of your personal tax credits. See How to Claim Personal Tax Credits |
| 8.) For Direct Deposit, enter Bank Account information | Enter your bank's routing number and your account number. |
| 9.) Calculate and Review your Tax Return | + Click the "Calculate My Taxes" button + Check over your input. + Compare to last year's tax return |
| 10.) Submit your Tax Return | Electronically sign your return Click the "Submit My Taxes" button |
| 11.) Receive IRS Acceptance | + In 24 - 48 hours, you will be notified of your tax
filing acceptance by the IRS. + If there is a mistake (name misspelled, wrong SSN), correct the mistake. Resubmit. + If you have problems, use the email help. |
| 12.) Check Refund Direct Deposit | Every Friday the IRS sends out direct deposit
refunds. Refunds should be in your account in less than 10 days from the time your return was accepted. |
| 13.) Show the Love | We live by word of mouth. Would you please tell a friend? Thanks. |
1.) The Earned Income Tax Credit (EITC) is automatically calculated by the tax program. Besides entering in the above information, you need do nothing to claim the EITC credit. This is also true for the child tax, and the additional child tax credit.
2.) Make sure your name(s) and social security number(s) are correctly entered. Your name must match Social Security Administration (SSA) records. If you have changed your name, use the name and social security number registered with the SSA. This also goes for your dependent children.
3.) Last year's tax return is usually a great resource, especially for comparing one year to another. See what's different, see what's the same. This is the beginning of tax planning.
4.) Retain a copy of your tax return for at least three years. This year's tax return can be used next year for your electronic signature PIN.
