How to Electronically File an Income Tax Return
- 1). Purchase an online tax software service such as TaxAct or TurboTax. Download the software to your computer or laptop. You may be able to file the return without downloading software by logging onto one of the many tax-preparation sites, paying a user fee with your debit or credit card, and accessing the software online. If your adjusted gross income is below $57,000, then you can take advantage of the IRS's Free File service by logging onto their site and clicking the Free File link.
- 2). Follow the prompts to input your personal tax and income information. The software will compile the information provided and transfer it to the necessary tax forms and schedules; it will also perform all the necessary math functions.
- 3). Print a copy of your IRS return and accompanying schedules for your records and file them in a secure location. It is a good idea to keep tax returns for as long as the IRS statute of limitations allows it to assess additional tax. Generally, the IRS is allowed three years from the date the return was filed to assess additional tax. The assessment can come by way of an audit or an amended return.
- 4). Submit your return electronically. You should receive a confirmation email from the IRS within 72 hours of your submission. If you do not receive a confirmation email, call the IRS at (800) 829-1040 to confirm that your e-file was received by the IRS. Often, e-filed returns are rejected because of incorrectly inputted Social Security numbers and names. If you incorrectly input information for yourself or you dependent, you may be required to re-submit your filing. If you owe tax, you can make the payment online using your software or you can log on to the Electronic Federal Tax Payments site and make your payment online. If you cannot pay your balance in full and need to set up an installment agreement, then attach IRS Form 9465 to your return and submit it electronically.
