✅ Step 1: Select the New Return Option
Instruction:
Click on the “Select” button next to “Start New 2024 Tax Return” on the dashboard.
What happens:
This begins the process of filing a new federal tax return for the 2024 tax year.
Pro Tip:
Make sure you're starting the correct year – double-check the label for “2024”.
🔒 Step 2: Enter Your Social Security Number (SSN)
Instruction:
In the prompted field, enter your 9-digit Social Security Number (no dashes or spaces).
What happens:
The system uses your SSN to locate or create your tax return file.
🔁 Step 3: Confirm Your SSN
Instruction:
Re-enter your Social Security Number in the confirmation field to verify accuracy.
What happens:
This double-check ensures there are no typos or mismatches before proceeding.
Tip:
Double-check all 9 digits before clicking continue.
🚀 Step 4: Click “Start Return”
Instruction:
Click the “Start Return” button to begin filling out your 2024 tax return.
What happens:
You're now directed into the tax filing interface where you can input your income, deductions, and other relevant information.