To start a tax return, follow these steps:
Click Select next to Start a New Tax Return.
Enter the Social Security Number, confirm it, then click Start Return.
Choose the filing status, then click Continue.
Enter the taxpayer’s information, then click Continue.
Use the left-side widget to navigate.
The state will be auto-populated based on your entries.
Answer the address question, then click Continue to proceed.
Answer the dependents section.
Respond to the Recovery Rebate Credit (Stimulus Check) question based on the taxpayer’s status.
Click Begin for the form you’d like to start.
You can also type the form name in the search box to locate it easily.
After entering all the necessary information, you’ll be directed to the Summary/Print section.
View the Summary or switch to 1040 view before printing.
To print, click Print Results from the left-side widget.
The software will generate a PDF of the tax return, which you can save or print.
Ensure Adobe Acrobat Reader is installed to view and print the file.
If it’s not installed, download it from Adobe’s official site.
To print, click Print your tax return.
Alternate Method: Click Alternate Method for viewing/printing.
In the pop-up window, click the three dots (...), then Print.
13. When done, click e-File.
The return will be calculated, and any errors will be displayed.
Click Visit next to each error to fix it as per the software’s instructions.
Once errors are resolved, click Continue to proceed with e-filing.
By following these steps, you can efficiently start and file a tax return using the web-based 1040-SR software. Let us know if you need further assistance!