Getting Started
Start a New Return: Find this on the main menu.
Enter your Social Security Number (SSN) and confirm it and then click Start.
Understanding Consent Options
This section is crucial! Here's what those checkboxes mean:
*Tax Refund - Refund Advance Bank Product*: Check this box if you're interested in applying for a Cash Advance.
*Tax Refund - Refund Transfer Bank Product*: Select this for a bank product return.
Audit Protection: Decide if you want Audit Protection based on your personal preference.
Signatures: Enter the date and sign your name, and your joint taxpayer's name (if applicable) using your mouse.
Basic Information
Filing Status: Under General Information, select the filing status that applies to you, then click Continue.
Taxpayer Information: Fill in all your personal details here, then click Continue.
Health Insurance
Answer the questions related to your health insurance coverage.
Federal and State Information
Federal Information: Select the form you want to start with under Federal Information by clicking the Start button next to it.
Adding a State: Go to the State Information tab on the left. Use the dropdown under Available States to select and add your state.
Reviewing and Printing
Review/Print: Navigate to this section
Click the View button next to the form to download it as a PDF, which you can then print.
Correcting Errors
File Tab: Go to the File tab on the left. A summary will show any errors in the return.