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How to file your taxes: Step by step
How to file your taxes: Step by step

TaxWise Online

K
Written by Kenneth Lowe
Updated this week

Steps to file

Use these steps and resources to make filing your Form 1040 easier.


Even if you don't have to file a tax return, you may want to file. You may get money back:

If you owe tax, it's important to file and pay on time to avoid penalties and interest.

File by the April deadline


File your tax return by the deadline. For most filers, the deadline for 2023 tax returns is Monday, April 15, 2024 (April 17, 2024, if you live in Maine or Massachusetts).


Choose a way to file


IRS Direct File

Check if you're eligible for IRS Direct File and file online directly with IRS for free.


File with an IRS Free File partner


If your adjusted gross income is $79,000 or less, you can file electronically with IRS Free File. If your income is higher, you can use Free File Fillable Forms.


Free tax help from IRS-certified volunteers


Paper forms


You can file with paper forms and mail them to the IRS.

If you need more time to file or pay


If you're in the military stationed abroad or are in a combat zone during the tax filing season, you may have more time.

If you need more time, you must request an extension by the April filing deadline. Filing later may add penalties.


If you file an extension, you must still pay taxes you owe by the deadline. Paying later adds interest and penalties.


Record these numbers

When you file your return, record these numbers so you can check your refund, e-file next year or get tax information during the year:

  • Your exact refund amount

  • Your adjusted gross income



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