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IRS Direct File: PRA Submission
Prepared November 2024
Introduction
As mandated by Congress in §10301(1)(B) of the Inflation Reduction Act, the IRS conducted a feasibility study on the implementation of a free IRS-run direct e-file tax return system, known as Direct File.
This comprehensive report, along with an independent third-party analysis, was submitted to Congress on May 16, 2023. Following a successful pilot, the IRS announced that Direct File is now a
permanent offering for taxpayers in May 2024.
Direct File is a web-based service provided by the IRS, enabling taxpayers to electronically file their individual income tax returns at no cost, directly with the IRS. This self-preparation tool guides
taxpayers through the return preparation process with a series of questions that do not require additional instructions or IRS publications. These responses help determine eligibility for various tax
provisions and allow taxpayers to specify preferences such as filing status and dependency claims. Direct File accurately completes the necessary forms and schedules based on the information
provided, allowing taxpayers to review and electronically submit their returns.
Available in both English and Spanish, Direct File will support a broader range of tax situations and will be available in 24 states for the 2025 filing season. The service covers a wider array of tax
scenarios, including wage income, Social Security income, and unemployment compensation, along with various credits and deductions such as the Earned Income Tax Credit, Child Tax Credit, and new
additions like the Child and Dependent Care Credit and Health Savings Account deductions. Direct File will continue to expand to support more common tax situations, focusing particularly on those
impacting working families.
This service does not replace existing forms and schedules but offers an alternative for taxpayers to complete them online directly with the IRS. Taxpayers maintain the option to file electronically or via
paper through other methods. Direct File aids taxpayers in preparing returns that encompass various forms and schedules, with the potential to incorporate additional forms, credits, and deductions as
they become available. Additionally, Direct File integrates with state tax systems, guiding taxpayers through their state tax filings.
In Filing Season 2025, Direct File will assist taxpayers in preparing returns that include the following forms and schedules:
1. Form 1040: U.S. Individual Income Tax Return
2. Form 1040(SP): Declaración de Impuestos de los Estados Unidos Sobre los Ingresos Personales
3. Form 1040-SR: U.S. Tax Return for Seniors
4. Schedule 1: Additional Income and Adjustments to Income
5. Schedule 2: Additional Taxes
6. Schedule 3: Additional Credits and Payments
7. Schedule 8812: Credits for Qualifying Children and Other Dependents
8. Schedule B: Interest and Ordinary Dividends
9. Schedule EIC: Earned Income Credit
10. Schedule LEP: Request for Change in Language Preference
11. Schedule R: Credit for the Elderly or the Disabled
12. Form 2441: Child and Dependent Care Expenses
13. Form 8862: Information To Claim Certain Credits After Disallowance
14. Form 8880: Credit for Qualified Retirement Savings Contributions
15. Form 8889: Health Savings Accounts (HSAs)
16. Form 8962: Premium Tax Credit
17. Form 9000: Alternative Media Preference
For the 2025 filing season, Direct File will include new features such as a chatbot for eligibility guidance and live chat support in both English and Spanish. The IRS will continue to collaborate with states
and other partners to strengthen all free filing options, ensuring that taxpayers have access to the best-suited electronic filing options.
Outline
This document presents the interview questions and instructions that Direct File will ask of taxpayers. As an interactive, online tool, Direct File will dynamically filter these questions to only ask questions that
are potentially relevant to a given taxpayer. A relevant question is one that could result in a change to what is entered on a form or schedule of the tax return. For example, Direct File might ask a question to
establish eligibility to claim a tax credit, but if the taxpayer is already ineligible for the credit due to another reason, the question would not be asked.
This document has two parts to illustrate the experience of Direct File in light of this dynamic filtering. Part I shows only the questions that would be asked of a specific, representative taxpayer. Questions that
are not relevant to this hypothetical taxpayer's situation have been dynamically filtered out, and are not shown. Part II shows the the complete set of questions that Direct File might ask, grouped by the section
in which they appear. However, due to dynamic filtering, no taxpayer would ever need to answer all of these questions in order to prepare a tax return using Direct File.
Direct File is designed using a "mobile-first" approach, ensuring that the tool works great on a phone or other mobile device. While Direct File can also be used on a desktop or laptop computer, screens are
presented as they would appear on a phone.
Above each screen appears an internal name for identification purposes but is not shown to taxpayers.
ALL DATA IS FAKE AND FOR DEMONSTRATION PURPOSES ONLY
ALL DATA IS FAKE AND FOR DEMONSTRATION PURPOSES ONLY
Part I: A Sample Taxpayer Flow
Overview
As an interactive, online tool, Direct File will only ask questions that are potentially relevant to a given taxpayer. A relevant question is one that could result in a change to what is entered on a form or
schedule of the tax return. Questions that are not relevant are dynamically filtered out.
This sample flow shows a set of questions that could be asked of a specific, representative taxpayer. This hypothetical taxpayer is single, using Head of Household filing status, has a single dependent (age
5), wage income, and will claim the Child Tax Credit and Earned Income Tax Credit. Questions that are not relevant to the hypothetical taxpayer's situation have been dynamically filtered out, and are not
shown.
ALL DATA IS FAKE AND FOR DEMONSTRATION PURPOSES ONLY
SCREENER
YOU AND YOUR FAMILY: GETTING STARTED
home
pre-checklist
checklist
about-you-intro
about-you-data-import
about-you-breather
about-you-occupation
you-about-you-citizenship
about-you-state-residency-scope
about-you-state-income-form
about-you-state-income-1099
about-you-tin
about-you-state-income-1099-misc-ap
about-you-ip-pin-choice
about-you-blind
about-you-self-care
about-you- could-be-claimed
about-you-student
about-you
YOU AND YOUR FAMILY: SPOUSE
checklist
spouse-intro
spouse-marital-status
spouse
YOU AND YOUR FAMILY: FAMILY AND HOUSEHOLD
checklist
family-hh-intro-non-dep-tps
family-hh-intro-2
dependents-add-person
dependents-add-person-basic-info
dependents-add-person-relationship-category
dependents-add-person-relationship-type-child
dependents-add-person-self-care
dependents-add-person-lived-with-you
dependents-add-person-another-parent-inpicture
dependents-add-person-other-parentwritten-declaration
dependents-add-person-lived-with-you-in-us
dependents-add-person-keeping-up-home
dependents-add-person-tin
dependents-add-person-ssn-valid-for-work
dependents-add-person-acknowledge-tin
dependents-add-person-qc-support
dependents-add-person-married
dependents-add-person-us-citizen
dependents-add-person-us-citizen
dependents-qualified-dependent
dependents-qualified-dependent-choice
dependents-qualified-dependent-tin-input
dependents-qualified-dependent-ip-pinchoice
dependents-qualified-dependentconfirmation
data-view-loop-familyAndHousehold
data-view-flow-you-and-your-familydependents
YOU AND YOUR FAMILY: FILING STATUS
checklist
filing-status-filing-status-intro
filing-status-filing-statusassertion-hoh-best
filing-status-hoh-qp-name
INCOME: SOURCES VERIFICATION, FOREIGN ASSETS, DIGITAL ASSETS
checklist
income-sources-income-notsupported-intro
income-sources-incomesupported-intro
income-sources-incomesupported-options
income-sources-foreign-accounts
income-sources-foreign-truststransactions
income-sources-foreign-trustsgrantor
income-sources-digital-assetsreceived
income-sources-digital-assetsdisposed
income-sources
INCOME: JOBS
checklist
jobs-loop-intro
jobs-w2-add-box-a
jobs-w2-add-box-f-choice
jobs-w2-add-boxes-1-8
jobs-w2-add-box-bc
jobs-w2-add-boxes-10-11
jobs-w2-has-box-12
jobs-w2-add-box-12
jobs-w2-add-box-13-options
jobs-w2-has-box-14
jobs-w2-add-box-14
jobs-w2-add-boxes-15-20
jobs-w2-nonstandard-corrected
data-view-loop-formW2s
data-view-flow-income-jobs
INCOME: INTEREST INCOME
checklist
interest-int-income-loop-intro
checklist
checklist
retirement-1099-r-loop-intro
unemployment-unemploymentloop-intro
checklist
social-security
INCOME: DEPENDENT CARE BENEFITS
checklist
dependent-care-dep-care-intro
dependent-care-householdemployee-check-benefits
dependent-care-add-dep-carecarry-forward-prior-year-a
dependent-care-add-dep-carecarry-forward-next-year-a
dependent-care-add-dep-caremax-exclusion-tp1
dependent-care-add-dep-careexpenses
dependent-care-providercollection-hub
dependent-care-provider-bus-orindiv
dependent-care-provideremployer
dependent-care-provider-name
dependent-care-provider-address
dependent-care-provider-taxexempt
dependent-care-tin-ein-check
dependent-care-provider-ein
dependent-care-provider-qpexpenses
data-view-loop-benefits-careproviders
data-view-flow-income-dependentcare-care-providers
dependent-care-dep-careexclusion-outcome
dependent-care
INCOME: HEALTH SAVINGS ACCOUNTS
checklist
income-hsa
hsa-intro
hsa-y-n
deductions-deductions-intro
deductions-eligible-educator
DEDUCTIONS & CREDITS
checklist
deductions-paid-student-loaninterest
deductions-standard-deductionintro
deductions-taxable-incomesummary
deductions
checklist
flow-credits-and-deductions-credits-creditsintro-potential-credits
flow-credits-and-deductions-credits-ptc-intro
flow-credits-and-deductions-credits-1095-acheck
credits-qualified-marketplaceplan
credits-ptc-not-qualified-no-aptc
flow-credits-and-deductions-credits-saverscredit-breather
credits-savers-self-reporteddistribution
credits-savers-self-reporteddeferral
credits-savers-self-reportedcontribution
credits-savers-self-reportedeligible
credits-ctc-improper-claims
YOUR TAXES: ESTIMATED TAXES PAID, AMOUNT, PAYMENT METHOD, OTHER PREFERENCES
checklist
estimated-taxes-paid-est-taxpayments-intro
estimated-taxes-paid-est-taxpayments-y-n
estimated-taxes-paid
checklist
amount-tax-amount-intro
amount-tax-amount-number
amount-tax-amount-explanation
checklist
payment-method-refund-intro
payment-method-refund-methodchoice
COMPLETE: SIGN AND SUBMIT
checklist
review-review
checklist
sign-and-submit-sign-return-intro
sign-and-submit-sign-return-filedlast-year
sign-and-submit-sign-returnidentity
sign-and-submit-sign-returnenter-self-select-pin
sign-and-submit-sign-returncreate-new-self-select-pin
sign-and-submit
ALL DATA IS FAKE AND FOR DEMONSTRATION PURPOSES ONLY
submit-sign-return-submit
payment-method-refund-directdeposit
payment-method-refund-outro
checklist
other-preferences-intro
other-preferences-third-partydesignee-choice
other-preferences-commsdifferent-language-choice
other-preferences-commsdifferent-format-choice
other-preferences
credits-ctc-qualified
credits-eitc-breather
credits-eitc-taxpayer-qc-ofanother
credits-eitc-improper-claims
credits-eitc-qualified
credits-eitc-qualified-improperclaims-qcs-for-eitc-of-another-tp
credits-cdcc-gating
credits-household-employeecheck-credits
credits-worksheet-a-check-1
credits-cdcc-identify-qp
credits-cdcc-qualified-expenses-qp
credits-cdcc-qualified-provider-qp
credits-cdcc-qp-expenses-qp
credits-cdcc-qp-transition-a-qp
credits-cdcc-qualified
credits-credit-summary-qualified
https://output.circle-artifacts.com
Direct File | All Screens
Jump to section
You and your family
About you
about-you-intro
about-you-data-import
About you
In this section,
we’ll ask some
questions about you.
We’ll also fill in some of your basic information that
IRS already has on file.
You’ll need to know:
Your Social Security number
(SSN) or Individual Taxpayer
Identification Number (ITIN)
Your Identity Protection (IP)
about-you-basic-info
about-you-basic-info-imported
We filled in some of your
information to save you
time. Is this correct?
about-you-contact-info
Confirm your
basic information.
Check that your name matches what’s written on
your Social Security card or Individual Taxpayer
Identification Number (ITIN) paperwork. Using a
different name could lead to delays in processing
Here is your updated
information.
Is this correct?
your tax return.
What if I changed my legal name last tax year?
Check that the information is correct. If any of your
information changed, update your information
before you save and continue.
Direct File doesn’t
yet support filing for
taxpayers who were
under 16 years old at
the end of {{/taxYear}}.
Thanks for confirming
your information.
Why do we ask for contact information?
Update your address or phone number if any of your
Let’s get some additional
Mailing address
Country (Required)
Why can’t I change the country?
Exit this tax return
Last name (Required)
35 characters left
State or military post (Required)
- Select -
Date of birth (Required)
Day
YYYY
(Required)
Continue
Review the rules for residency starting dates
understand when your tax residency began.
Continue
Continue
Direct File supports
only certain citizenship
and residency statuses.
(Required)
Answer no if you were a nonresident for any part of
the year
State I lived in for {{/taxYear}} (Required)
- Select -
Direct file supports taxpayers who in {{/taxYear}}
were U.S. citizens and/or U.S. residents for tax
purposes for the entire tax year.
in {{/lastTaxYear}} or before.
to
.
Continue
about-you-state-income-1099g
about-you-state-income-1099-misc-apf
If you have any Forms W-2
or 1099-INT for
{{/taxYear}}, do any of
them list a state other
than
{{/filerResidenceAndIncom
eState}} in box 15?
If you had unemployment
compensation (Form 1099G) for {{/taxYear}}, does it
list a state other than
{{/filerResidenceAndIncom
eState}}?
Why am I being asked about states listed in box 15?
Payer address section or in box 10a.
If you have any Forms
1099-MISC for {{/taxYear}},
do any of them come from
an Alaska Permanent
Fund Dividend?
Refer to the Payer’s name box. If it’s an Alaska
Permanent Fund Dividend, the payer will be listed
On Form 1099-G, the state is usually listed in the
Learn more about determining tax residency status.
Continue
(Required)
about-you-state-income-form
Where did you live
for all of {{/taxYear}}?
What does it mean to be a U.S. national?
Answer yes if you have an active IRS election to be
treated as a resident for tax purposes that you made
Answer no if you were a nonresident for any part of
the year
or are claiming income tax treaty
United States of America
Were you a U.S. national
for all of {{/taxYear}}?
What does it mean to be a U.S. resident?
What does it mean to be a U.S. resident?
Mailing address
Country (Required)
For tax purposes, were
you a U.S. resident
for all of {{/taxYear}}?
about-you-state-residency-scope
as the State of Alaska.
(Required)
(Required)
(Required)
Continue
City (Required)
Continue
Continue
Exit this tax return
Continue
Continue
22 characters left
arizona-taxable-income-rebate
Based on where you lived
or earned income in
{{/taxYear}}, Direct File
doesn’t contain the forms
and information you need
to help you file your taxes
yet.
Based on where you or
your spouse lived or
earned income in
{{/taxYear}}, Direct File
doesn’t have the forms
and information you need
to help you file your taxes
yet.
(Required)
123 Main St
Apt 2E
about-you-state-income-scope-ko
income-sources-supported-knockout-about
Did you receive the
Arizona Families Tax
Rebate in {{/taxYear}}?
about-you-tin
about-you-ssn-valid-for-work
If you have a work
restriction listed on
your Social Security
card, what does it say?
Direct File doesn’t support
the forms required to
report all income types.
The rebate is taxable income for federal tax
purposes.
What’s the Arizona Families Tax Rebate?
Where are these work restrictions listed on a Social
Security card?
(Required)
What if my card has a work restriction listed, but it
needs to be updated?
about-you-ssn-federal-benefits
about-you-ip-pin-choice
about-you-ip-pin-ready
about-you-ip-pin-not-ready
Did you get a Social
Security number only
to apply for or get
a federally funded
benefit, like Medicaid?
about-you-ip-pin-input
(Required)
about-you-student
On the last day
of {{/taxYear}},
were you blind?
Were you physically or
mentally unable to care
for yourself in {{/taxYear}}?
Why do we ask if you’re blind?
How is blindness defined?
What does it mean to be physically or mentally
unable to care for oneself?
(Required)
(Required)
about-you-could-be-claimed
Were you a full-time
student in {{/taxYear}}?
about-you-claimer-filing-requirement
Could anyone claim
you as a dependent
on their {{/taxYear}}
federal tax return?
What’s considered full time?
(Required)
How do I know if I’m someone’s dependent?
If you paid for more than half of your own support
about-you-claimer-filing
about-you-claimers-return
Is that person required
to file a {{/taxYear}}
federal tax return?
Is that person
filing a {{/taxYear}}
federal tax return?
If you’re not sure, but you know that person is
claiming you as a dependent on their {{/taxYear}} tax
return, answer Yes.
If you’re not sure, talk to that person and find out. If
they file a return, it could affect what you can claim
on your tax return.
Who is required to file a federal tax return?
Is that person only
filing a {{/taxYear}}
federal tax return to
get a refund of money
they paid toward taxes?
This means filing a tax return just to get back money
withheld from pay or estimated tax payments made
(Required)
for the year, but not claiming any dependents or
certain deductions or credits for this tax year.
(Required)
(Required)
(Required)
Continue
Continue
If you’re not sure, talk to that person and find out.
(Required)
Continue
Continue
Continue
Continue
Continue
Continue
Exit this tax return
Has the IRS provided
you with an Identity
Protection (IP) PIN?
Continue
Continue
What is an IP PIN?
Only some individuals have IP PINs. They’re
assigned by the IRS each year as extra security
against tax-related identity theft.
- Select -
(Required)
Phone number (Required)
Enter your 6-digit Identity
Protection (IP) PIN.
Are you ready to
enter your Identity
Protection (IP) PIN?
Email address
Why can’t I change my email address?
Continue
Email address
Why can’t I change my email address?
Continue
about-you-self-care
for the year (or if your spouse did), answer No.
Exit this tax return
Continue
about-you-blind
In order to file your federal
tax return electronically,
you’ll need your Identity
Protection (IP) PIN.
Phone number (Required)
Fill in your name as it’s written on your Social
Security card or Individual Taxpayer Identification
Number (ITIN) paperwork. Using a different name
could lead to delays in processing your tax return.
Why do we ask about citizenship?
Occupation (Required)
information about you.
In {{/taxYear}}, did you
start the year with
U.S. resident status
and end the year with
U.S. citizen status?
about-you-citizen-resident-ko
ZIP code (Required)
Why can’t I change DOB?
Let’s get some basic
information about you.
Were you a U.S. citizen
for all of {{/taxYear}}?
about-you-national
State or military post (Required)
ZIP code (Required)
Year
DD
What do I enter for occupation?
about-you-residency
35 characters left
22 characters left
- Select -
MM
Why do we ask for contact information?
What’s your occupation?
about-you-citizen-by-end-ty
Address (Required)
City (Required)
Suffix
Month
information changed.
about-you-citizenship
benefits as a resident of another country.
123 Main St
Apt 2E
Yes, this is correct
Continue
about-you-occupation
Why can’t I change the country?
Middle initial
you as a dependent on their
federal tax return
about-you-breather
Confirm your
contact information.
Address (Required)
If someone else could claim
about-you-contact-info-imported
Let’s get your
contact information.
United States of America
First name (Required)
How does IRS know this information?
PIN, if the IRS provided you
with one
age-ko
IP PIN (Required)
The IRS issues new IP PINs each year.
Look up your current IP PIN.
What if I changed my legal name last tax year?
Continue
Continue
Continue
(Required)
First name (Required)
Continue
Middle initial
Continue
Last name (Required)
Confirm your Social
Security number.
Suffix
We filled in the Social Security number (SSN) or
Individual Taxpayer Identification Number (ITIN)
you used when you signed up for either Direct File
or an IRS Online Account.
- Select Date of birth (Required)
Month
Day
MM
Continue
DD
Enter your 9-digit SSN or ITIN
Year
YYYY
Continue
Continue
Spouse
spouse-intro
spouse-marital-status
Spouse
In this section, we ask
questions to see if
you were considered
married for tax
purposes in {{/taxYear}}.
registered-domestic-partner
What was your marital
status on December
31, {{/taxYear}}?
At any time in {{/taxYear}},
were you in a registered
domestic partnership
subject to community
property laws?
Registered domestic partners aren’t married under
state law. Therefore, they’re not married for federal
tax purposes either.
Marital status is the first step in determining what
filing status you qualify to use this year.
What’s the difference between marital status and
filing status?
registered-domestic-partner-ko
What are community property laws?
Your marital status on the last day of the {{/taxYear}}
spouse-widowed-entitled-mfj
What year did
your spouse die?
Direct File doesn’t
have the tax forms
you need yet.
in {{/filerResidenceAndIncomeState}}, which is a
community property state, you’re subject to
community property laws. This means you’ll need to
information.
spouse-live-together
spouse-live-together-duration
spouse-living-apart-sep-agreement-last-day
Did you and your
spouse live together
all year in {{/taxYear}}?
How long did you
and your spouse live
together in {{/taxYear}}?
Did you and your spouse
live apart for the last 6
months of {{/taxYear}}?
Answer Yes if you qualified to file jointly that year,
If you had temporary absences for things like
If you had temporary absences for things like
Temporary absences for things like school, vacation,
even if you didn’t do so.
school, vacation, work, illness, or military service,
you’re still considered to be living together.
school, vacation, work, illness, or military service,
you’re still considered to be living together.
work, illness, or military service don’t count.
(Required)
(Required)
(Required)
(Required)
We ask about the year because it impacts which
filing status you qualify for.
On December 31,
{{/taxYear}}, were you
living apart and did you
have a written separation
agreement or decree that
requires one spouse to
make payments for the
support or maintenance of
the other spouse?
(Required)
spouse-citizenship
spouse-citizen-by-end-ty
Was your spouse
a U.S. citizen for
all of {{/taxYear}}?
Why do we ask about citizenship?
(Required)
Review the rules for residency starting dates
Continue
Continue
Continue
to
spouse-national
filing-status-choice-a
For tax purposes, was your
spouse a U.S. resident
for all of {{/taxYear}}?
Was your spouse
a U.S. national for
all of {{/taxYear}}?
What does it mean to be a U.S. resident?
What does it mean to be a U.S. national?
Answer yes if your spouse has an active IRS election
to be treated as a resident for tax purposes that was
What does it mean to be a U.S. resident?
filing-status-choice-b
understand when your spouse’s tax residency
began.
Answer no if your spouse was a nonresident for any
part of the year
or is claiming income tax
(Required)
community-property-ko-go-back
add-spouse-a
spouse-state-residency-scope
Your spouse
You and your spouse
qualify to use the
Married Filing Jointly
or Married Filing
Separately filing statuses.
(Required)
made in {{/lastTaxYear}} or before.
Answer no if your spouse was a nonresident for any
part of the year .
treaty
Continue
spouse-residency
In {{/taxYear}}, did your
spouse start the year
with U.S. resident status
and end the year with
U.S. citizen status?
(Required)
If your spouse died in {{/taxYear}} or before and you
didn’t remarry in {{/taxYear}}, answer Widowed.
How does the IRS define being married?
spouse-apart-last-6-mo
Did you qualify to file
jointly with your spouse
in the year they died?
How do I know if I was eligible to file jointly with my
spouse in the year they died?
Because you’re in a registered domestic partnership
file Form 8958, which Direct File doesn’t support
yet. Refer to Publication 555
for more
(Required)
tax year is your marital status for the entire tax year.
Follow your state law to determine whether you
were divorced or legally separated on that day.
Continue
spouse-year-of-death
Direct File doesn’t
have the tax forms
you need yet.
spouse, you’ll need to add your spouse to your tax
return.
{{/filerResidenceAndIncomeState}}, which is a
community property state, and you’re not filing a
joint return with your spouse, you’re subject to
Add spouse
community property laws. You may need to file
Form 8958, which Direct File doesn’t support yet.
Choose your filing status now. This choice is
important because it will impact how much money
you get back or owe.
benefits as a resident of another country.
To file a joint federal tax return for you and your
Because you lived in
You qualify for both because you were
{{/maritalStatus}} on the last day of {{/taxYear}}.
Continue
You chose to use Married
Filing Jointly filing status.
spouse-state-income-form
You said you lived in
{{/filerResidenceAndIncom
eState}} all of {{/taxYear}}.
Where did your spouse live
for all of {{/taxYear}}?
We ask this because you and your spouse need to
live in the same state for all of {{/taxYear}} to file your
federal tax return with Direct File.
(Required)
spouse-state-income-1099g
If your spouse has any
Forms W-2 or 1099-INT for
{{/taxYear}}, do any of
them list a state other
than
{{/filerResidenceAndIncom
eState}} in box 15?
If your spouse had
unemployment
compensation (Form 1099G) for {{/taxYear}}, does it
list a state other than
{{/filerResidenceAndIncom
eState}}?
Why are we being asked about states listed in box
15?
On Form 1099-G, the state is usually listed in the
Payer address section or in box 10a.
(Required)
(Required)
spouse-apf-income
spouse-state-income-scope-ko
If your spouse has any
Forms 1099-MISC for
{{/taxYear}}, do any
of them come from
an Alaska Permanent
Fund Dividend?
Based on where you lived
or earned income in
{{/taxYear}}, Direct File
doesn’t contain the forms
and information you need
to help you file your taxes
yet.
Refer to the Payer’s name box. If it’s an Alaska
Permanent Fund Dividend, the payer will be listed
as the State of Alaska.
(Required)
Based on where you or
your spouse lived or
earned income in
{{/taxYear}}, Direct File
doesn’t have the forms
and information you need
to help you file your taxes
yet.
(Required)
Continue
Continue
Continue
Exit this tax return
Continue
(Required)
Continue
Continue
Based on your answers,
you qualify for more
than one filing status.
Continue
Continue
Continue
Continue
income-sources-supported-knockout-about
Did your spouse receive
the Arizona Families Tax
Rebate in {{/taxYear}}?
spouse-you-state-scope-confirm
Thanks for your
confirmation.
{{/filerResidenceAndIncom
eState}} is supported by
Direct File.
Direct File doesn’t support
the forms required to
report all income types.
The rebate is taxable income for federal tax
purposes.
spouse-mfj-intro
What’s the Arizona Families Tax Rebate?
spouse-age-ko
To add your spouse,
we’ll need some
information about them.
Your spouse’s basic
information, including their
name and date of birth
Your spouse’s Social Security
number (SSN) or Individual
Continue
spouse-mfj-ssn-valid-for-work
spouse-mfj-ssn-federal-benefits
If
{{/secondaryFiler/firstNam
e}} has a work restriction
listed on their Social
Security card, what does it
say?
What if their card has a work restriction listed, but it
needs to be updated?
If your spouse can be
(Required)
spouse-mfj-ip-pin-choice
spouse-mfj-ip-pin-ready
spouse-mfj-ip-pin-not-ready
Did
{{/secondaryFiler/firstNam
e}} get a Social Security
number only to apply for
or get a federally funded
benefit, like Medicaid?
Where are these work restrictions listed on a Social
Security card?
Taxpayer Identification
Number (ITIN)
claimed by another taxpayer
as a dependent
Continue
spouse-mfj-tax-id
Direct File doesn’t
yet support filing for
taxpayers who were
under 16 years old at
the end of {{/taxYear}}.
We’ll ask for details including:
Let’s continue.
(Required)
spouse-mfj-basic-info
spouse-mfj-ip-pin-input
In order to file your tax
return electronically,
you’ll need
{{/filers/*/firstName}}’s
Identity Protection
(IP) PIN.
spouse-mfj-blind
On the last day of
{{/taxYear}}, was
{{/secondaryFiler/firstNam
e}} blind?
If your spouse died before the end of the year and
was blind before death, answer yes.
(Required)
How is blindness defined?
Why do we ask if your spouse is blind?
(Required)
Was
{{/secondaryFiler/firstNam
e}} a full-time student in
{{/taxYear}}?
What’s considered full time?
spouse-mfj-could-be-claimed
spouse-mfj-spouse-filing-requirement
Could anyone claim
{{/secondaryFiler/firstNam
e}} as a dependent on their
{{/taxYear}} federal tax
return?
How do I know if my spouse could be a dependent?
(Required)
If you or your spouse paid for more than half your
spouse’s support for the year, answer No.
You can choose if
you want to file as
dependent taxpayers.
How do we know if we’re required to file a tax
return?
You also chose to use the Married Filing Jointly filing
(Required)
What is an IP PIN?
Head of Household filing status. You can still change
this before submitting your federal tax return.
Only some individuals have IP PINs. They’re
assigned by the IRS each year as extra security
Exit this tax return
What’s
{{/secondaryFiler/firstNam
e}}’s Social Security
number?
Let’s start with some
basic information
about your spouse.
Option A
Prepare your federal tax return as dependent
taxpayers. If you choose this, another taxpayer can
claim you or {{/secondaryFiler/firstName}} as
Continue
Continue
By asking you this, we’re helping you choose if you
want to prepare your federal tax return as
dependent taxpayers or not.
How does this choice impact my federal tax return
and the people who can claim us as dependents?
Are you ready to
enter their Identity
Protection (IP) PIN?
Number (ITIN) paperwork. Using a different name
could lead to delays in processing your tax return.
Individual Taxpayer
The IRS issues new IP PINs each year.
Identification Number (ITIN)
issued by the IRS
Look up their current IP PIN.
Based on your choice,
you won’t be considered
a dependent taxpayer
as we calculate your tax
benefits on this tax return.
As dependent taxpayers, you and your spouse:
You and your spouse don’t qualify as anyone’s
dependent when you do both these things:
Don’t qualify to claim
dependents of your own
(Required)
add-spouse-b
mfs-spouse-data-intro
and can’t claim some other
deductions
credits
your spouse
If you don’t want to be considered a dependent
taxpayer and want to claim more tax benefits
instead, you can still change your mind before
submitting your tax return.
mfs-spouse-filing-a-return-living
mfs-spouse-filing-a-return-widowed
We’ll need some
information about
your spouse.
Is your spouse
filing a {{/taxYear}}
federal tax return?
Will a {{/taxYear}}
federal tax return be
filed for your spouse?
We’ll ask for details including:
(Required)
(Required)
Even though you’re filing a separate federal tax
Their name
return, we still need some information about your
spouse.
Their Social Security number
Is your spouse
itemizing deductions
on their {{/taxYear}}
federal tax return?
tax return when filing separately from you, it means
you cannot take the standard deduction on your
own federal tax return.
Their plans to itemize
Continue
deductions on their federal
tax return or take the
standard deduction
Add spouse
mfs-spouse-itemizing
If your spouse itemizes deductions on their federal
(SSN) or Individual Taxpayer
Identification Number (ITIN)
What’s the difference between the standard
deduction and itemizing?
Continue
(Required)
mfs-spouse-itemizing-ko
Direct File doesn’t
have the tax forms
you need yet.
If you and your spouse file separate federal tax
returns and one of you itemizes deductions, then
the other person must also itemize deductions.
You said your spouse is itemizing deductions, so you
don’t qualify to take the standard deduction on your
federal tax return.
mfs-spouse-name
mfs-spouse-nr-tin
To file your federal tax
return separately, we
need your spouse’s name.
First name (Required)
What’s the difference between the standard
deduction and itemizing?
Continue
It’s your choice because you are filing jointly with
your spouse
mfs-spouse-tax-id
Did
{{/secondaryFiler/firstNam
e}} have any gross income
in {{/taxYear}}?
A Tax Identification Number (TIN) is:
Gross income is all the taxable income you receive
A Social Security number
(SSN)
Last name (Required)
An Individual Taxpayer
Identification Number (ITIN),
which is a type of tax ID
number issued by the IRS
People who are required to file a federal tax return
need a Tax Identification Number. If your spouse
isn’t required to file a federal tax return, then they
aren’t required to have a Social Security number or
Continue
ITIN.
You can still change your mind and choose to file as
a dependent taxpayer before submitting your tax
return. If you change your mind, you can still file a
Learn more about gross income
What’s
{{/secondaryFiler/firstNam
e}}’s Social Security
number?
mfs-spouse-could-be-claimed
Could anyone claim
{{/secondaryFiler/firstNam
e}} as a dependent on their
{{/taxYear}} federal tax
return?
How do I know if my spouse could be a dependent?
If you or your spouse paid for more than half your
spouse’s support for the year, answer No.
(Required)
mfs-spouse-age
mfs-spouse-blind
Did your spouse
reach age 65 by the
end of {{/taxYear}}?
For tax purposes, a person is considered age 65 on
On the last day of
{{/taxYear}}, was
{{/secondaryFiler/firstNam
e}} blind?
the day before their 65th birthday. For example, if
your spouse was born on January 1,
{{/64yearsBeforeTaxYear}}, your spouse would be
If your spouse died before the end of the year and
considered age 65 for tax purposes on December 31,
{{/taxYear}}.
Why do we ask if your spouse is blind?
If your spouse was age 65 before they died, answer
Yes.
(Required)
was blind before death, answer yes.
How is blindness defined?
(Required)
Why do we ask about your spouse’s age?
(Required)
Continue
They can use either one of these:
Continue
Continue
A Social Security number
(SSN)
(Required)
Continue
Individual Taxpayer
Identification Number (ITIN)
issued by the IRS
tax return for a refund of money you paid towards
taxes.
What if I don’t have or know their SSN or ITIN?
Exit this tax return
Continue
Continue
Enter their 9-digit SSN or ITIN (Required)
Continue
Continue
Prepare your federal tax return as independent
in the form of money, goods, property, and services.
Who needs to file a federal tax return?
Continue
mfs-spouse-gross-income
Does
{{/secondaryFiler/firstNam
e}} have a Tax
Identification Number?
Middle initial
Additionally, you can’t itemize deductions in Direct
File because it doesn’t support the forms you need.
File a {{/taxYear}} tax return
using the married filing
jointly filing status
Have limited eligibility for tax
It’s your choice because you are filing jointly with
You chose to use
Married Filing
Separately filing status.
Claim dependents, credits,
the full standard deduction
amount, or other deductions
Aren’t eligible for the full
standard deduction amount
Option B
Enter the 6-digit Identity
Protection (IP) PIN
for {{/filers/*/firstName}}.
A Social Security number
(SSN)
You chose to be
considered a dependent
taxpayer when we
calculate your tax benefits
on this tax return.
This option stops you from claiming:
This option only lets you get back money you paid
toward taxes.
mfj-dependent-choice-b
Your spouse
dependents on their federal tax return.
taxpayers. If you choose this, no one else can claim
you or {{/secondaryFiler/firstName}} as dependents
on their federal tax return.
IP PIN (Required)
Continue
Do you and
{{/secondaryFiler/firstNam
e}} want the opportunity
to claim tax benefits on
this federal tax return?
Certain deductions (your
standard deduction amount
will be smaller)
(Required)
They can use either one of these:
mfj-dependent-choice-a
Tax credits
Fill in their name as it’s written on their Social
Security card or Individual Taxpayer Identification
What if they changed their legal name last tax year?
status. This means that you get to choose if you
want to file your federal tax return as dependent
taxpayers or not. If you use a different filing status,
spouse-mfj-refund-only
Dependents
against tax-related identity theft.
What should I consider when deciding to file jointly
{{/secondaryFiler/firstName}} as a dependent.
Has the IRS provided
{{/filers/*/firstName}}
with an Identity
Protection (IP) PIN?
Continue
Exit this tax return
You said that someone else can claim you or
you don’t get this choice.
(Required)
Continue
Continue
spouse-mfj-dep-tp-intro
Are you or
{{/secondaryFiler/firstNam
e}} required to file a
{{/taxYear}} federal tax
return?
Continue
Continue
Continue
Was
{{/secondaryFiler/firstNam
e}} physically or mentally
unable to care for
themselves in {{/taxYear}}?
What does it mean to be physically or mentally
unable to care for oneself?
Exit this tax return
Continue
spouse-mfj-ft-student
Continue
Exit this tax return
or file separately?
spouse-mfj-self-care
(Required)
Choose a filing status now or see if you qualify for
Learn more about the filing statuses I may qualify
for
Continue
spouse-arizona-taxable-income-rebate
Continue
This lets you claim any tax benefit you’re eligible for,
including:
A refund, if you’re owed one
Dependents, if you have any
Continue
Tax credits, if you qualify
The full standard deduction
amount, and other
Continue
deductions you may be
eligible for
(Required)
What if I don’t have or know their SSN or ITIN?
First name (Required)
Enter their 9-digit SSN or ITIN (Required)
Continue
Middle initial
Continue
Continue
Last name (Required)
Suffix
- Select Date of birth (Required)
Month
MM
Day
Year
DD
YYYY
Date of death (Required)
Month
MM
Day
DD
Why do we ask about your spouse’s age?
Occupation (Required)
What do I enter for occupation?
Continue
Family and household
family-hh-intro-dep-tps
family-hh-intro-non-dep-tps
Family and household
In this section, we check to see if there’s anyone you
should include on your tax return.
However, you don’t qualify to claim dependents
because you told us you could be claimed as a
dependent by someone else. This means you can’t
claim anyone else as a dependent.
Based on your earlier answers, you also don’t
qualify for any filing statuses or tax credits that
require a qualifying person.
This means you won’t benefit from adding anyone
else to your tax return.
Family and household
Let’s see if there’s
anyone you should
include on your tax
return for tax benefits.
family-hh-intro-2
How is
{{/familyAndHousehold/*/f
irstName}} related to you?
Their citizenship status
they have
If they’re married and filing a
joint return with their spouse
If you decide to claim someone as your dependent,
you’ll also need their Identity Protection (IP) PIN, if
the IRS provided them with one.
Continue
Continue
How is
{{/familyAndHousehold/*/f
irstName}} related to you
or
{{/secondaryFiler/firstNam
e}}?
What kind of Tax
Identification Number (TIN)
In this section, we check to see if there’s anyone you
should include on your tax return.
However, you don’t qualify to claim dependents or
tax credits because you and
add-person-relationship-category
Their birthday
pay in taxes or give you a bigger refund.
certain tax credits and filing statuses even if they
can’t be claimed as a dependent.
add-person-basic-info
For anyone you add,
you’ll need to know:
We’ll ask some questions to see if they qualify as
your dependent, which could help lower what you
We’ll also check to see if they’re a qualifying
person. A qualifying person can help you qualify for
add-person
Family and household
Add anyone who you think could qualify as your
dependent or qualify you for tax credits and filing
statuses.
For example, if the person is your spouse’s mother,
choose Your parent. If the person is your spouse’s
How do I know who I can add?
biological child, choose Your biological child.
Who are descendants and direct ancestors?
If you’re not sure if someone meets the
requirements, that’s okay. We’ll ask you some
What if someone in my family is legally separated,
got divorced, or died?
questions to check. You can always remove them
later.
{{/secondaryFiler/firstName}} agreed that another
taxpayer could claim you or
{{/secondaryFiler/firstName}} as a dependent. This
(Required)
Add anyone (other than your spouse) who you think
means that you’re only filing your tax return for a
refund of money you paid towards taxes.
add-person-relationship-type-child
Choose the option that
best describes your
relationship to
{{/familyAndHousehold/*/f
irstName}}.
add-person-relationship-type-sibling
Choose the option that
best describes your
relationship to
{{/familyAndHousehold/*/f
irstName}}.
add-person-relationship-type-parent
add-person-relationship-type-in-law
Choose the option that
best describes your
relationship to
{{/familyAndHousehold/*/f
irstName}}.
Choose the option that
best describes your or
{{/secondaryFiler/firstNam
e}}’s relationship to
{{/familyAndHousehold/*/f
irstName}}.
Choose the option that
best describes your or
{{/secondaryFiler/firstNam
e}}’s relationship to
{{/familyAndHousehold/*/f
irstName}}.
Choose the option that
best describes your or
{{/secondaryFiler/firstNam
e}}’s relationship to
{{/familyAndHousehold/*/f
irstName}}.
For example, if the person is your spouse’s mother,
For example, if the person is your spouse’s mother,
For example, if the person is your spouse’s mother,
choose Your parent. If the person is your spouse’s
biological child, choose Your biological child.
choose Your parent. If the person is your spouse’s
biological child, choose Your biological child.
choose Your parent. If the person is your spouse’s
biological child, choose Your biological child.
Who’s a descendant?
Who’s a descendant?
Who’s a direct ancestor?
(Required)
(Required)
(Required)
Choose the option that
best describes your
relationship to
{{/familyAndHousehold/*/f
irstName}}.
For example, if the person is your spouse’s mother,
choose Your parent. If the person is your spouse’s
add-person-student
add-person-disability
Was
{{/familyAndHousehold/*/f
irstName}} a full-time
student in {{/taxYear}}?
What’s considered full time?
(Required)
biological child, choose Your biological child.
(Required)
add-person-self-care
Does
{{/familyAndHousehold/*/f
irstName}} have a
permanent disability that
prevented them from
engaging in substantial
employment in
{{/taxYear}}?
add-person-lived-with-you
Was
{{/familyAndHousehold/*/f
irstName}} physically or
mentally unable to care
for themselves?
How many months did
{{/familyAndHousehold/*/f
irstName}} live with you in
{{/taxYear}}?
What does it mean to be physically or mentally
unable to care for oneself?
Different life events can make it hard to answer this
question. Find out how you should answer.
What is a substantial employment?
(Required)
(Required)
Continue
Continue
If you want to claim dependents and tax credits, you
can go back to the Spouse section and update your
answer.
If the other parent died during the tax year and their
representative wants to claim
{{/familyAndHousehold/*/firstName}} on the
Continue
parent’s final tax return, answer Yes. If their
representative isn’t going to claim them on the
parent’s final tax return, answer No.
Continue
How do I know who I can add?
If you’re not sure if someone meets the
requirements, that’s okay. We’ll ask you some
questions to check. You can always remove them
later.
You signed a Form 8332, or other written
declaration, not to claim
{{/familyAndHousehold/*/firstName}} as a
dependent in {{/taxYear}}.
You or {{/secondaryFiler/firstName}} signed a Form
8332, or other written declaration, not to claim
{{/familyAndHousehold/*/firstName}} as a
dependent in {{/taxYear}}.
(Required)
Continue
Answer No if:
If the total number of nights the child lived with you,
majority
They were granted majority
status in another way, such
as a dependent in {{/taxYear}}.
The next few questions will check if you and
the other biological or adoptive parent, or both is at
least 183 days, answer Yes.
add-person-special-rule-agi-tiebreaker
In {{/taxYear}}, how many
nights did
{{/familyAndHousehold/*/f
irstName}} live with you
compared to nights with
the other parent?
add-person-special-rule-living-marital-status
Is your {{/taxYear}}
Adjusted Gross Income
(AGI) higher than that
of the other biological
or adoptive parent?
What counts as a night lived with a parent?
add-person-special-rule-support
What best describes your
marital or living situation
with the other biological
or adoptive parent at
the end of {{/taxYear}}?
What’s AGI?
If you’re divorced or legally separated under a
decree of divorce or separate maintenance, or
(Required)
separated under a written separation agreement,
answer Divorced or separated.
(Required)
Did you and/or the other
biological or adoptive
parent pay for more than
half of
{{/familyAndHousehold/*/f
irstName}}’s total support
for {{/taxYear}}?
If you remarried, support provided by your new
spouse is treated as provided by you.
(Required)
(Required)
What counts as a night lived with a parent?
(Required)
Continue
Continue
Continue
You qualify to split these benefits because one of
you signed a Form 8332, or other written
declaration, not to claim
noncustodial parent, you’ll need to attach your
signed Form 8332, or other written declaration.
but your answers indicate you were the custodial
parent. Only the custodial parent signs that form.
Direct File doesn’t yet support electronic filing of
attachments.
If this doesn’t look right, double check your answers.
Earned Income Tax Credit, and child and dependent
care benefits, if you meet the other requirements.
Continue
marriage, or joining the
armed forces
.
Are
{{/familyAndHousehold/*/f
irstName}}’s biological or
adoptive parents living?
add-person-any-parents-written-declaration
add-person-special-rule-question
Do
{{/familyAndHousehold/*/f
irstName}}’s parents meet
the requirements of the
rule for children of
divorced or separated
parents (or parents who
live apart)?
If you’re not sure, talk to the deceased parents’
If you’re not sure, ask
{{/familyAndHousehold/*/firstName}}’s parents. If
they’re not sure or if you’re unable to ask them,
You already said that one of the parents signed a
Form 8332, or other written declaration, not to claim
{{/familyAndHousehold/*/firstName}} as a
representative.
answer No.
dependent in {{/taxYear}}.
What is Form 8332?
Dependent Care
Credit/Exclusion for
The other requirements of the rule are:
Dependent Care Benefits
If {{/familyAndHousehold/*/firstName}}’s biological
or adoptive parents have died and their
representative intends to claim them on the
deceased parents’ final tax return, answer Yes. If
their representative does not intend to claim them
on the deceased parents’ final tax return, answer
No.
(Required)
(Required)
Continue
Head of Household filing
status
Child and dependent care
benefits
What’s AGI?
Who is the custodial parent?
Who is the custodial parent?
lived apart at all times during
the last 6 months of the year,
whether or not they were
Why do you need to know if their custodial parent is
using them for tax benefits?
(Required)
married.
(Required)
You may be able to use
{{/familyAndHousehold/*/fir
stName}} as your qualifying
person for certain tax
benefits.
How many months did
{{/familyAndHousehold/*/f
irstName}} live with you in
the United States in
{{/taxYear}}?
You said one of {{/familyAndHousehold/*/firstName}}’s
biological or adoptive parents signed a written
You’re still considered to be living together if one of
you was away temporarily, like for school, vacation,
declaration stating they would not claim
{{/familyAndHousehold/*/firstName}} as a dependent
in {{/taxYear}}, and that they meet the requirements of
work, illness, military service, or detention in a
juvenile facility.
the rule for children of divorced or separated parents
(or parents who live apart).
Different life events can make it hard to answer this
question. Find out how you should answer.
This means they’re allowed to split the tax benefits
they can get with {{/familyAndHousehold/*/firstName}}
(Required)
as their qualifying person.
Based on your answers, you may be allowed to use
{{/familyAndHousehold/*/firstName}} as your
qualifying person for certain benefits, too. This is
because you said:
add-person-keeping-up-home
In {{/taxYear}}, did you pay
more than half the cost of
keeping up the home you
lived in with
{{/familyAndHousehold/*/f
irstName}}?
What are the costs of keeping up a home?
If {{/familyAndHousehold/*/firstName}} lived in
multiple homes during the year, answer Yes, only if
(Required)
you paid more than half the costs for their main
homes the entire year.
(Required)
Continue
Continue
Continue
parent, you may still qualify to claim
{{/familyAndHousehold/*/firstName}} as a
dependent or qualifying person for other tax
Direct File doesn’t yet
support Head of
Household filing status
with qualifying people
who don’t have a Taxpayer
Identification Number
(TIN).
A Tax Identification Number (TIN) is:
A Social Security Number
(SSN)
An Individual Taxpayer
Identification Number (ITIN),
which is a type of tax ID
number issued by the IRS
You qualify to use Head of Household filing status
An Adoption Taxpayer
with {{/hohQualifyingPerson/firstName}} as your
qualifying person, but you can’t file your federal
taxes electronically without
Identification Number (ATIN),
which is a temporary number
while you’re waiting to
add-person-ssn-valid-for-work
If
{{/familyAndHousehold/*/f
irstName}} has a work
Direct File doesn’t
restriction listed on their
support this yet
Social Security card, what
You said
{{/dependentWhoWasBornAndDiedInTaxYearWithoutTin/firstName}}does it say?
died in {{/taxYear}} and wasn’t able to get a Taxpayer
Identification Number (TIN). You’ll need to attach
Where are these work restrictions listed on a Social
their birth certificate, death certificate, or hospital
records to claim them on your tax return, and Direct
file can’t upload attachments yet.
What if their card has a work restriction listed, but it
needs to be updated?
Security card?
Why are we asking for these documents?
add-person-ssn-federal-benefits
Did
{{/familyAndHousehold/*/f
irstName}} get a Social
Security number only to
apply for or get a federally
funded benefit, like
Medicaid?
add-person-acknowledge-tin
add-person-qc-support
Thanks for
letting us know.
We’ll ask some more questions to see if you can
claim {{/familyAndHousehold/*/firstName}} for tax
benefits.
We’ll only ask you for their tax ID number if you
decide to add them to your return.
In {{/taxYear}}, was
{{/familyAndHousehold/*/f
irstName}}’s gross income
less than
{{/grossIncomeLimit}}?
These are things like housing, food, utilities, clothes,
education, medical and dental, travel and
In {{/taxYear}}, did you or
{{/secondaryFiler/firstNam
e}} pay for more than half
of
{{/familyAndHousehold/*/f
irstName}}’s living
expenses?
Gross income is the pre-tax money, goods, property,
and services you receive that aren’t exempt from
(Required)
(Required)
Continue
You can still file a paper tax return by mail.
What if they don’t have a TIN?
In {{/taxYear}}, did you pay
for more than half of
{{/familyAndHousehold/*/f
irstName}}’s living
expenses?
recreation, and other living expenses.
{{/hohQualifyingPerson/firstName}}’s Taxpayer
Identification Number (TIN).
finalize domestic adoption
What do SSNs, ITINs, and ATINs look like?
Continue
Exit this tax return
add-person-joint-return
Was
{{/familyAndHousehold/*/f
irstName}} married on
December 31, {{/taxYear}}?
Is
{{/familyAndHousehold/*/f
irstName}} filing a joint
return with their spouse
for {{/taxYear}}?
(Required)
(Required)
add-person-filing-requirement
Are
{{/familyAndHousehold/*/f
irstName}} or their spouse
required to file a
{{/taxYear}} federal tax
return?
How do I know if they’re required to file a tax return?
tax.
(Required)
Learn more about gross income
What if they earned income from sheltered
employment?
Continue
add-person-filing-for-refund-only
Continue
add-person-resident-alien
add-person-us-national
Was
{{/familyAndHousehold/*/f
irstName}} a U.S. citizen at
any time in {{/taxYear}}?
For tax purposes, was
{{/familyAndHousehold/*/f
irstName}} a U.S. resident
at any time in {{/taxYear}}?
Was
{{/familyAndHousehold/*/f
irstName}} a U.S. national
at any time in {{/taxYear}}?
Why do we ask about citizenship?
What does it mean to be a U.S. resident?
If {{/familyAndHousehold/*/firstName}} was
(Required)
This means filing a return just to get back money
withheld from pay or estimated tax payments made
for the year, but not claiming any dependents or
time during the year.
If you’re not sure, talk to
These are things like housing, food, utilities, clothes,
education, medical and dental, travel and
recreation, and other living expenses.
add-person-us-citizen
Are
{{/familyAndHousehold/*/f
irstName}} and their
spouse only filing a
{{/taxYear}} federal tax
return to get a refund of
money they paid toward
taxes?
certain deductions or credits for this tax year.
Continue
(Required)
{{/familyAndHousehold/*/firstName}} and find out.
adopted or lawfully placed with you for legal
adoption and lived with you for all of {{/taxYear}},
answer Yes, even if they weren’t a U.S. citizen at any
add-person-resident-mexico-canada
What’s a U.S. national?
Other than you, can
anyone else claim
{{/familyAndHousehold/*/f
irstName}} as their
qualifying child?
(Required)
(Required)
Other than you and
{{/secondaryFiler/fullNam
e}}, can anyone else claim
{{/familyAndHousehold/*/f
irstName}} as their
qualifying child?
They count as having lived with you for all of
{{/taxYear}} if your main home was their main home
for the entire time after their adoption or placement
with you.
Continue
add-person-qc-of-another
Was
{{/familyAndHousehold/*/f
irstName}} a resident of
Canada or Mexico at any
time in {{/taxYear}}?
Continue
Continue
add-person-qc-of-another-claimer-filing-requirement
Is the person who can claim
{{/familyAndHousehold/*/firs
tName}} required to file a
{{/taxYear}} tax return?
If you’re not sure, but you know that they’re claiming
{{/familyAndHousehold/*/firstName}} as a dependent on
their {{/taxYear}} tax return, answer Yes.
add-person-qc-of-another-claimer-filing
Is the person who can
claim
{{/familyAndHousehold/*/f
irstName}} filing a
{{/taxYear}} tax return?
If you’re not sure, talk to that person and find out. If
they filed a tax return, it could affect what you can
Who is required to file a tax return?
claim on your tax return.
(Required)
(Required)
child?
(Required)
add-person-qc-of-another-claimers-return
Is the person who can
claim
{{/familyAndHousehold/*/f
irstName}} only filing a
{{/taxYear}} federal tax
return to get a refund of
money they paid toward
taxes?
This means filing a tax return just to get back money
withheld from pay or estimated tax payments made
for the year, but not claiming any dependents or
Continue
Continue
add-personhoh-qp-no-tin-end
Direct File doesn’t yet
support Head of
Household filing status
with qualifying people
who don’t have a Taxpayer
Identification Number
(TIN).
You qualify to use Head of Household filing status
If you’re not sure, talk to that person and find out.
with {{/hohQualifyingPerson/firstName}} as your
qualifying person, but you can’t file your federal
taxes electronically without
(Required)
{{/hohQualifyingPerson/firstName}}’s Taxpayer
Identification Number (TIN).
certain deductions or credits for this tax year.
How do I know who can claim them as a qualifying
(Required)
(Required)
You can still file a paper tax return by mail.
add-person-ctc-8862-part-v
Direct File doesn’t fully
support the form you
need to take the Child
Tax Credit or Credit
for Other Dependents.
You told us that at least one of your qualifying
children is the qualifying child of another taxpayer.
This means that you’ll have to fill out Part V of Form
8862, which isn’t supported in Direct File yet.
add-person-qc-of-another-summary
Based on your answers,
{{/familyAndHousehold/*/f
irstName}} isn’t
considered their
qualifying child for tax
filing purposes.
This is because the other person isn’t required to file
taxes and isn’t filing a tax return.
This is because the other person isn’t required to file
taxes and the only reason they’re filing a {{/taxYear}}
tax return is to get a refund of money they paid
toward taxes.
In these cases, the IRS doesn’t consider
{{/familyAndHousehold/*/firstName}} their
qualifying child.
Exit this tax return
Let’s keep going to see if you can claim
{{/familyAndHousehold/*/firstName}}.
qualified-qc-of-multiple-tps
Exit this tax return
Continue
Would you like to claim
{{/familyAndHousehold/*/f
irstName}} as your
dependent?
{{/familyAndHousehold/*/f
irstName}} meets the
requirements to qualify as
your dependent, but you
said there’s someone else
who could claim them too.
qualified-dependent
{{/familyAndHousehold/*/f
irstName}} qualifies as
your dependent.
Wou d ou ke o a m
am AndHou eho d
Name a ou
dependen
You can claim {{/familyAndHousehold/*/firstName}}
as your dependent this year.
Thank E en ou don
am
am AndHou eho d
Name a a
dependen ou m gh be
ab e o a m hem o
o he a bene
Ha he RS p o ded
am AndHou eho d
Name w h an
den
P o e on P
PN
You may also be able to use
{{/familyAndHousehold/*/firstName}} as your
qualifying pe
Only one person can claim
{{/familyAndHousehold/*/firstName}} as a
dependent on their tax return. The IRS has
guidelines to help you figure out who should claim
A e ou ead o en e
am AndHou eho d
Name
den
P o e on P P N
n o de o e ou a
e u n e e on a
ou need
am AndHou eho d
Name
den
P o e on P P N
Here’s how you figure out who should claim
{{/familyAndHousehold/*/firstName}}:
We add
am AndHou eho d
Name a a dependen
on ou
a Yea
a
eun
You ma be ab e o u e
am AndHou eho d
Name a ou
qua
ng pe on o a
bene
You an u e
am AndHou eho d
Name a ou
qua
ng pe on o a
bene
To u e
hohQua
ngPe
Name a ou
qua
ng pe on o
o Hou eho d ng
we need o o e
hohQua
ngPe
nT pe
Wha
hohQua
Name
hohQua
nT pe
En e he 6 d g den
P o e on P P N o
am AndHou eho d
Name
them.
(Required)
Ha he RS p o ded
am AndHou eho d
Name w h an
den
P o e on P
PN
on
Head
au
he
on
n o de o e ou a
e u n e e on a
ou need
am AndHou eho d
Name
den
P o e on P P N
A e ou ead o en e
am AndHou eho d
Name
den
P o e on P P N
En e he 6 d g den
P o e on P P N o
am AndHou eho d
Name
am AndHou eho d
Name doe n qua
ou o a bene
h
ea
Thank o
e ng u know
ngPe on
ngPe on
Review the tiebreaker
to figure out if you or
rules
Continue
Continue
{{/familyAndHousehold/*/firstName}}
Talk to the other person to
confirm who will claim
Continue
Continue
How to calculate your support
Exit this tax return
{{/familyAndHousehold/*/firstName}}
Continue
Wha
am AndHou eho d
Name
am AndHou eho d
nT pe
Continue
Next, we’ll ask you if you want to claim
What if you contributed over 10% of their support
and had a multiple support agreement?
(Required)
qualified-qc-of-multiple-tps-choice
the other person should
claim
benefits to support
{{/familyAndHousehold/*/firstName}}, you can
count that, too.
Continue
{{/familyAndHousehold/*/firstName}} based on the
tiebreaker rules and your conversation with the
other person who could claim
(Required)
{{/familyAndHousehold/*/firstName}}.
Continue
(Required)
Continue
{{/taxYear}} AGI is higher than theirs, you may be able to
use {{/familyAndHousehold/*/firstName}} as your
qualifying person for Head of Household filing status,
(Required)
the Earned Income Tax Credit, and child and
depdendent care benefits.
Continue
benefits.
Continue
add-person-married
If you received government support, like Temporary
Assistance for Needy Families (TANF), and used the
(Required)
multiple homes during the year, answer Yes, only if
you and {{/secondaryFiler/firstName}} paid more
than half the costs for their main homes the entire
add-person-qr-gross-income
In {{/taxYear}}, did
{{/familyAndHousehold/*/f
irstName}} pay for more
than half of their own
living expenses?
(Required)
Continue
add-person-qr-support
Continue
Let’s keep going and see if
{{/familyAndHousehold/*/firstName}} meets the other
requirements to be your qualifying person for these
benefits. Let’s move on to see if they qualify.
Does
{{/familyAndHousehold/*/f
irstName}} have a Tax
Identification Number?
add-person-born-died-no-tin
year.
Since {{/familyAndHousehold/*/firstName}}’s custodial
parent is not using them for any tax benefits, and your
(Required)
add-personhoh-qp-no-tin
What are the costs of keeping up a home?
than
{{/familyAndHousehold/*/firstName}}’s
custodial parent’s AGI.
parents for more than 6
months in {{/taxYear}}.
add-person-tin
If {{/familyAndHousehold/*/firstName}} lived in
Your {{/taxYear}} AGI is higher
(Required)
In {{/taxYear}}, did you pay
more than half the cost of
keeping up
{{/familyAndHousehold/*/f
irstName}}’s main home
for the year?
In {{/taxYear}}, did you and
{{/secondaryFiler/firstNam
e}} pay more than half the
cost of keeping up
{{/familyAndHousehold/*/f
irstName}}’s main home
for the year?
{{/familyAndHousehold/*/firstName}}’s
custodial parent is not using
{{/familyAndHousehold/*/firstName}}
{{/familyAndHousehold/*/firstName}}
must have been in the
custody of one or both
add-person-keeping-up-parents-home
In {{/taxYear}}, did you and
{{/secondaryFiler/firstNam
e}} pay more than half the
cost of keeping up the
home you lived in with
{{/familyAndHousehold/*/f
irstName}}?
child and dependent care
benefits
Although you don’t qualify to split benefits with
{{/familyAndHousehold/*/firstName}}’s other
(Required)
add-person-lived-with-you-in-us
as their qualifying person for
Head of Household filing status,
the Earned Income Tax Credit, or
provided over half of
{{/familyAndHousehold/*/firstName}}’s
support in {{/taxYear}}.
Continue
qualifying person, you must have a signed
declaration and meet all the requirements of this
rule.
Continue
Is your and
{{/secondaryFiler/firstNam
e}}’s {{/taxYear}} Adjusted
Gross Income (AGI) higher
than
{{/familyAndHousehold/*/f
irstName}}’s custodial
parent’s {{/taxYear}} AGI?
add-person-special-rule-other-eligible-tp-outcome
The parents must have
In order to split benefits with
{{/familyAndHousehold/*/firstName}} as your
Exit this tax return
Is your {{/taxYear}}
Adjusted Gross Income
(AGI) higher than
{{/familyAndHousehold/*/f
irstName}}’s custodial
parent’s {{/taxYear}} AGI?
Earned Income Tax Credit
separate maintenance;
separated under a written
separation agreement; or
Continue
add-person-special-rule-agi-test
Is
{{/familyAndHousehold/*/f
irstName}}’s custodial
parent using
{{/familyAndHousehold/*/f
irstName}} as their
qualifying person for any
of these tax benefits in
{{/taxYear}}:
The parents must be
divorced or legally separated
under a decree of divorce or
meet the other requirements to use the rule for
children of divorced or separated parents (or
parents who live apart) .
Continue
add-person-special-rule-using-child
Did one of
{{/familyAndHousehold/*/f
irstName}}’s parents sign a
Form 8332, or other
written declaration, not to
claim them as a
dependent for
{{/taxYear}}?
(Required)
meet the other requirements to use the rule for
children of divorced or separated parents (or
declaration) stating that you wouldn’t claim
{{/dependentWhoCausedContradictory8832Knockout/firstName}}, parents who live apart) .
but your answers indicate you were the
{{/familyAndHousehold/*/firstName}}’s other parent
noncustodial parent. Only the custodial parent signs
signed a Form 8332, or other written declaration,
that form.
not to claim {{/familyAndHousehold/*/firstName}}
as a dependent in {{/taxYear}}. However, you did not
If this doesn’t look right, double check your answers.
Exit this tax return
add-person-parents-living
Learn more about custody laws
8332, or other written declaration, not to claim
{{/familyAndHousehold/*/firstName}} as a
dependent in {{/taxYear}}. However, you did not
Let’s move on and see if you qualify to claim
Continue
They were granted majority
status in another way, such
as through emancipation,
You or {{/secondaryFiler/firstName}} signed a Form
{{/familyAndHousehold/*/firstName}} for any of the
tax benefits you’re entitled to.
Continue
They were a legal adult based
on their state’s age of
majority
dependent in {{/taxYear}}. However, you did not
meet the other requirements to use the rule for
children of divorced or separated parents (or
requirements.
Continue
Answer No if:
You said that you signed Form 8332 (or other written
dependent and as a qualifying person for the Child
Tax Credit, Additional Child Tax Credit, and Credit
for Other Dependents, if they meet the other
Continue
As of July 2, {{/taxYear}},
was
{{/familyAndHousehold/*/f
irstName}} still in the legal
custody of their biological
or adoptive parents?
You signed a Form 8332, or other written
declaration, not to claim
{{/familyAndHousehold/*/firstName}} as a
You said the other parent signed Form 8332 (or other
However, because you’re
written declaration) stating that they wouldn’t claim
parents who live apart)
{{/dependentWhoCausedNonCustodialKnockoutSplit/firstName}}’s {{/dependentWhoCausedContradictory8832Knockout/firstName}},
.
add-person-not-in-custody-other-rel
You and
{{/familyAndHousehold/*/f
irstName}}’s other parent
don’t qualify to split tax
benefits with
{{/familyAndHousehold/*/f
irstName}} as your
qualifying person.
requirements to take these benefits.
{{/familyAndHousehold/*/firstName}}’s other parent
may be able to claim
{{/familyAndHousehold/*/firstName}} as a
parent, then only one taxpayer can get tax benefits
associated with
{{/familyAndHousehold/*/firstName}}.
add-person-special-rule-does-not-apply
We can’t support this
situation because there’s
conflicting information
about which parent can
{{/dependentWhoCausedNonCustodialKnockoutSplit/firstName}}’s
other parent said they won’t claim them as a
claim
dependent in {{/taxYear}}. Since you meet the
{{/dependentWhoCausedC
requirements of the rule for children of divorced or
separated parents (or parents who live apart) ,
ontradictory8832Knockout
you are entitled to claim
/firstName}} as a
{{/dependentWhoCausedNonCustodialKnockoutSplit/firstName}}
dependent.
for your share of tax benefits, if you meet the other
parent, you may be able to claim
{{/familyAndHousehold/*/firstName}} as a qualifying
person for Head of Household filing status, the
Continue
Continue
add-person-special-rule-conflicting-information
We don’t yet support
electronic filing
of attachments.
As {{/familyAndHousehold/*/firstName}}’s custodial
(Required)
If this rule doesn’t apply to you and
{{/familyAndHousehold/*/firstName}}’s other
add-person-special-rule-applies-non-custodial
You and
{{/familyAndHousehold/*/f
irstName}}’s other parent
qualify to split the tax
benefits you can get with
{{/familyAndHousehold/*/f
irstName}} as your
qualifying person.
separated parents (or parents who live apart)
Learn more about custody laws
qualifying child, assuming you qualify. This is
possible under the IRS’s rule for children of divorced
.
or separated parents (or parents who live apart)
add-person-special-rule-applies-custodial
{{/familyAndHousehold/*/firstName}} as a
dependent in {{/taxYear}} and you met the
requirements of the rule for children of divorced or
as through emancipation,
marriage, or joining the
armed forces
{{/familyAndHousehold/*/firstName}}’s other parent
are allowed to split the tax benefits you can get with
{{/familyAndHousehold/*/firstName}} as your
(Required)
Go to checklist
add-person-special-rule-nights-together
Did
{{/familyAndHousehold/*/f
irstName}} live with you
and/or the other biological
or adoptive parent for
more than 6 months in
{{/taxYear}}?
They were a legal adult based
on their state’s age of
What is Form 8332?
Continue
add-person-special-rule-residency
As of July 2, {{/taxYear}},
was
{{/familyAndHousehold/*/f
irstName}} still in your
and/or the other biological
or adoptive parent’s legal
custody?
{{/familyAndHousehold/*/firstName}}’s other parent
signed a Form 8332, or other written declaration,
not to claim {{/familyAndHousehold/*/firstName}}
Answer No if Form 8332 was used to take back a
decision to let someone else claim
{{/familyAndHousehold/*/firstName}}.
If you’re not sure, talk to the deceased parent’s
representative.
add-person-not-in-custody
Thanks for
letting us know.
Did you,
{{/secondaryFiler/firstNam
e}}, or the other biological
or adoptive parent sign a
Form 8332, or other
written declaration, not to
claim
{{/familyAndHousehold/*/f
irstName}} as a dependent
for {{/taxYear}}?
This might be someone like an ex-spouse or expartner.
could qualify as your dependent or qualify you for
tax credits and filing statuses.
add-person-written-declaration-signed
Did you or the other
biological or adoptive
parent sign a Form 8332,
or other written
declaration, not to claim
{{/familyAndHousehold/*/f
irstName}} as a dependent
for {{/taxYear}}?
Other than you and
{{/secondaryFiler/firstNam
e}}, does
{{/familyAndHousehold/*/f
irstName}} have another
biological or adoptive
parent?
juvenile facility.
(Required)
add-person-other-parent-written-declaration
Other than you, does
{{/familyAndHousehold/*/f
irstName}} have another
biological or adoptive
parent?
You’re still considered to be living together if one of
you was away temporarily, like for school, vacation,
work, illness, military service, or detention in a
What is permanent disability?
Continue
add-person-another-parent-in-picture
Continue
You said one of {{/familyAndHousehold/*/firstName}}’s
Continue
biological or adoptive parents signed a written
declaration stating they would not claim
{{/familyAndHousehold/*/firstName}} as a dependent
in {{/taxYear}}, and that they meet the requirements of
the rule for children of divorced or separated parents
(or parents who live apart).
This means they’re allowed to split the tax benefits
they can get with {{/familyAndHousehold/*/firstName}}
as their qualifying person.
Continue
Based on your answers, you may be allowed to use
{{/familyAndHousehold/*/firstName}} as your
qualifying person for certain benefits, too. This is
because you said:
{{/familyAndHousehold/*/firstName}}’s
custodial parent is not using
{{/familyAndHousehold/*/firstName}}
as their qualifying person for
Head of Household filing status,
the Earned Income Tax Credit, or
child and dependent care
benefits
Your and
{{/secondaryFiler/firstName}}’s
{{/taxYear}} AGI is higher than
{{/familyAndHousehold/*/firstName}}’s
custodial parent’s AGI.
Since {{/familyAndHousehold/*/firstName}}’s custodial
parent is not using them for any tax benefits, and your
and {{/secondaryFiler/firstName}}’s AGI is higher than
theirs, you may be able to use
{{/familyAndHousehold/*/firstName}} as your
qualifying person for Head of Household filing status,
the Earned Income Tax Credit, and child and
depdendent care benefits.
Tell us about this person
Let’s keep going and see if
{{/familyAndHousehold/*/firstName}} meets the other
requirements to be your qualifying person for these
Fill in their name as it’s written on their Social
Security card, Adoption Taxpayer Identification
benefits.
Number (ATIN) paperwork, or Individual Taxpayer
Identification Number (ITIN) paperwork. Using a
different name could lead to delays in processing
your tax return.
Continue
What if they changed their legal name last tax year?
First name (Required)
Middle initial
Last name (Required)
Suffix
- Select Date of birth (Required)
Month
MM
Day
Year
DD
YYYY
Continue
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am AndHou eho d
Name
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| File Type | application/pdf |
| File Modified | 2024-11-13 |
| File Created | 2024-11-13 |