Frequently Asked Questions - General questions

MyFreeTaxes connects users who need more support filing their return to partner nonprofits who are part of the IRS’ Volunteer Income Tax Assistance (VITA) program (accessible by selecting the "With assistance" option on our homepage.) These programs generally support all tax situations except:

• Returns with Rental Property Income
• Returns with Farm Income
• Returns with income well above $57,000*

If you are ineligible to have your return prepared for you through the IRS’ VITA program, you can still use our free self-preparation software to file your taxes yourself. Click here to get started.

*Income limits for VITA programs vary, but are no less than $57,000. Many VITA programs support incomes above this level, so if you need your return prepared for you it is worth inquiring with our partner programs to see if they can assist you.

New features include:

A New, Free Self-Preparation Software with More Form Support
We’re offering a new software option for MyFreeTaxes users who want to self-prepare their tax returns. This software supports more forms. It includes a federal return and unlimited state returns. And it is 100% free, with no requirement to pay for certain forms or services.

Tax Time Financial Checklist
Our new Tax Time Financial Checklist connects you to important financial products and services, including accessible and affordable bank accounts, and a free student debt platform that can help you resolve student debt challenges and adjust your payment plans to save money.

Make the most of this tax season. Click here to review your Tax Time Financial Checklist.

Help from a Live Specialist
Get help from an IRS-certified call specialist via the MyFreeTaxes Helpline. The Helpline is open from 10 am-10 pm ET daily to answer your tax and software questions. Contact the Helpline at 866-698-9435.

Improved User Experience
Our new website design is easier to navigate and helps connect you to the best free tax filing solution for your situation.

MyFreeTaxes helps people file their taxes for free while getting the assistance they need.

Our self-preparation software (accessible by selecting the “By myself” option on our homepage) is completely free.

We also connect MyFreeTaxes users who need more support filing their return to partner nonprofits who are part of the IRS’ Volunteer Income Tax Assistance (VITA) program (accessible by clicking on the “With assistance” option on our homepage.)

Common tax situations covered in MyFreeTaxes include:

• W-2 income
• Self employment income (Schedule C and 1099)
• Mortgage interest deduction
• Health savings accounts (HSAs)
• Limited interest and dividend income reported on a 1099-INT or 1099-DIV
• Unemployment income
• Student education expenses and credits
• Student loan interest
• Claiming the standard deduction
• Itemized returns
• Earned Income Tax Credit (EIC)
• Child tax credits
• Child and dependent care expenses
• Non-resident returns
• Amended tax returns

For a complete list of forms included (or excluded) in MyFreeTaxes, see FAQs below.

MyFreeTaxes includes the same federal and state forms offered in most major tax filing platforms. Here is the complete list of forms that are included in our self preparation software (accessible by selecting the “By myself” option on our homepage):

• Form 1040 Individual Income Tax Return
• Form 1040-NR U.S. Nonresident Alien Income Tax Return
• Form 1040-PR Self-Employment Tax Return - Puerto Rico
• Form 1040-SR Individual Income Tax Return for Seniors
• Form 1040-ES Estimated Tax
• Form 1040-V Payment Voucher
• Form 1040-X Amended U.S. Individual Income Tax Return
• Form W-2 Wages and Taxes
• Schedule 1 Additional Income and Adjustments to Income
• Schedule 2 Additional Taxes
• Schedule 3 Additional Credits and Payments
• Schedule A Itemized Deductions
• Schedule B Interest and Dividend Income
• Schedule C/EZ Profit or Loss from Business
• Schedule D Capital Gains or Losses
• Schedule E Rental and Royalty Income
• Schedule EIC Earned Income Credit
• Schedule F Profit or Loss from Farming
• Schedule H Household Employment Taxes
• Schedule K-1 1065 Distribution Partnership
• Schedule K-1 1041 Estate and Trust Income
• Schedule K-1 1120-S Shareholders Share of Income
• Schedule R Credit for the Elderly or the Disabled
• Schedule SE Self-Employment Tax
• Schedule 8812 Additional Child Tax Credit
• Form 982 Reduction of Tax Attributes Due to Discharge of Indebtedness
• Form 1095-A Health Insurance Marketplace Statement
• Form 1095-B Health Coverage
• Form 1095-C Employer-provided Health Insurance Coverage
• Form 1098 Mortgage Interest Statement
• Form 1098-C Contributions of Motor Vehicles, Boats and Airplanes
• Form 1098-E Student Loan Interest
• Form 1098-MA Mortgage Assistance Payment
• Form 1098-T Tuition Payment
• Form 1099-A Acquisition or Abandonment of Secured Property
• Form 1099-B Proceeds from Broker Transactions
• Form 1099-C Cancellation of Debt
• Form 1099-DIV Dividends and Distributions Income
• Form 1099-G Certain Government Payments
• Form 1099-INT Interest Income
• Form 1099-K Payment Card and Third Party Transactions
• Form 1099-MISC Miscellaneous Income
• Form 1099-NEC Non-Employee Compensation
• Form 1099-OID Original Issue Discount
• Form 1099-Q Payments from Qualified Education Programs
• Form 1099-R Distributions from Pensions, Annuities, Retirement, or Profit Sharing
• Form 1099-RRB Railroad Retirement
• Form 1099-S Proceeds from Real Estate Transactions
• Form 1099-SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
• Form 1099-SSA Social Security Distributions
• Form 1310 Refund Due a Deceased Taxpayer
• Form 2120 Multiple Support Declaration
• Form 2210 Underpayment Penalty
• Form 2441 Child and Dependent Care Credit
• Form 2555 Foreign Earned Income
• Form 3468 Investment Credit
• Form 3800 General Business Credit
• Form 3909 Moving Expenses (Military Only)
• Form 4136 Credit for Federal Tax Paid on Fuels
• Form 4137 Tax on Unreported Tip Income
• Form 4562 Depreciation and Amortization
• Form 4684 Casualties and Theft
• Form 4797 Sales of Business Property
• Form 4835 Farm Rental Income and Expenses
• Form 4868 Automatic Extension of Time to File
• Form 4952 Investment Interest Expense Deduction
• Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
• Form 5405 First-Time Homebuyer Credit and Repayment of the Credit
• Form 5498 IRA Contribution Individuals
• Form 5498 SA Health Savings Account
• Form 5695 Residential Energy Credits
• Form 5884-A Employee Retention Credit
• Form 6251 Alternative Minimum Tax
• Form 6252 Installment Sale Income
• Form 6765 Credit for Increasing Research Activities from Pass-through Entities
• Form 6781 Gains and Losses from Section 1256 Contracts
• Form 7202 Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals
• Form 8283 Non-Cash Contributions
• Form 8332 Release of Claim to Exemption
• Form 8379 Injured Spouse
• Form 8396 Mortgage Interest Credit
• Form 8453 Electronic Filing
• Form 8582 Passive Activity
• Form 8606 Nondeductible IRAs
• Form 8615 Tax for Certain Children Who Have Unearned Income
• Form 8814 Parents' Election To Report Child's Interest and Dividends
• Form 8815 Exclusion of Interest from Series EE and I U.S. Savings Bonds
• Form 8829 Business Use of Home
• Form 8839 Qualified Adoption Expenses
• Form 8853 Archer MSAs and Long-Term Care Insurance Contracts
• Form 8859 DC First-Time Homebuyer Credit
• Form 8862 Information to Claim Earned Income Credit after Disallowance
• Form 8863 Education Credit (American Opportunity, Hope and Lifetime Learning Credits)
• Form 8880 Credit for Qualified Retirement Savings Contributions
• Form 8888 Direct Deposit of Refund
• Form 8889 Health Savings Accounts (HSAs)
• Form 8901 Information on Qualifying Children who are not dependents
• Form 8903 Domestic Production Activities Deduction
• Form 8910 Alternative Motor Vehicle Credit
• Form 8915-E Distributions Subject to the CARES Act
• Form 8917 Tuition and Fees Deduction
• Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
• Form 8941 Small Employer Health Insurance Premiums
• Form 8949 Sales and Other Dispositions of Capital Assets
• Form 8958 Allocation of Tax Between Individuals in Community Property States
• Form 8960 Net Investment Income Tax Individuals, Estates, and Trusts
• Form 8962 Premium Tax Credit
• Form 8965 Health Coverage Exemptions
• Form 8995 Qualified Business Income Deduction