What information do i need to file my taxes

What documents are required to file taxes? What items are needed to file taxes? How long does it take to file taxes? Personal Information. All taxpayers will need the following information.

Federal income tax withheld. Basic information to help you determine your gross income. The tool is designed for taxpayers that were U. If married , the spouse must also have been a U. Get a copy of your tax record to view your tax account transactions or line-by-line tax return information for a specific tax year. Get help choosing a tax professional to file your taxes.

You should have received a W-from work, not a W-4. If you only worked at one job and were paid through a regular payroll, that will probably be the only document you need.

You will then need to fill out tax forms based on your W-2. For most taxpayers, the IRS recommends keeping tax documents for three years from the date you filed your return. By authorizing HR Block to e-file your tax return , or by taking the completed return to file , you are accepting the return and are obligated to pay all fees when due. HR Block will explain the position taken by the IRS or other taxing authority and assist you in preparing an audit response. If someone doesn’t have a Social Security number, you’ll need their TIN instead.

The personal identification number required that you create a five-digit PIN that could be any five numbers (except all zeros) that you choose which serves as your electronic signature. Employers are required by law to keep copies of your W-forms and all other payroll information for at least four years. Some employers charge a nominal fee for a second form. Keep your taxes on the right track.

Tax Information for Individuals. It pays to check your withholding now to get a refund (or owe less) next year. See Tax Payment Options if you couldn’t pay amount due by the April deadline. Do I Need to File a Tax Return?

You might also want to file a tax return simply as a precaution. The IRS has certain time limits, called statutes of limitation, for issuing tax refunds, for conducting audits,. Use a tax software program or the website of a service like TurboTax or HR Block.

You Can Get Copies From the IRS.

Use the Get Transcript Online application on the IRS website. Ask for a copy of your Wage and Income Transcript. Specify the year for which you. This form is used to request transcripts of various tax documents. Form W-is a statement from your employer of wages and other compensation paid to you and taxes withheld from your pay.

Individual tax filers, regardless of income, can use Free File to electronically request an automatic tax-filing extension. To get the extension, you must estimate your tax liability on this form and should also pay any amount due. Filing this form gives you until Oct.