What you need

Check coverage first

Check supported forms and limitations for the tax year and facts in your return. If required information is unsupported, use another preparation method.

Filing is separate. See preparation and filing availability for the current scope.

Gather your records

• Names, addresses, dates of birth, and SSNs or ITINs for the people on your return.
• W-2s, 1099s, and other income records for the tax year.
• Health insurance, education, retirement, and HSA documents that apply to you.
• Records supporting deductions, credits, and tax payments you plan to report.
• Your prior-year return, if available, for reference and any carryforward information.

Having a document does not mean TakoTax supports every tax situation shown on it. Review the coverage notes for each form.

Choose a suitable preparation method

TakoTax requires you to review entered values, warnings, and generated forms. It does not provide tax advice or professional return review. If you need help deciding how tax rules apply to you, consult a qualified tax professional.

The IRS lists current filing options and free preparation and filing options, including their eligibility requirements.

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