How do I gather your documents before starting?

Collect your Social Security number, W-2 forms from any employers, 1099 forms (from your bank, investment accounts, or Social Security — form SSA-1099), and any records of deductible expenses. Having these ready before you begin saves you from stopping mid-way.

How do I choose your software and create an account?

Go to turbotax.intuit.com or hrblock.com and select the free or appropriate paid version. Create an account with your email address. If you filed with the same software last year, log into your existing account — it may pre-fill information from last year's return.

How do I answer questions one section at a time?

Both programs use a question-and-answer format. You will go through sections for personal information, income, deductions, and credits. Answer each question as accurately as you can. If you are unsure about a question, both programs have a "?" help button that explains what is being asked.

How do I review and check for errors?

Before submitting, both programs run a review that flags common errors or missing information. Review every flagged item. Make sure your name, Social Security number, and bank routing number (for direct deposit) are correct — errors in these fields are the most common cause of refund delays.

How do I submit and track your refund?

Once satisfied, click the submit or file button. The program transmits your return electronically to the IRS (and your state). You will receive a confirmation email. Track your refund status at irs.gov/refunds using the "Where's My Refund?" tool — you need your Social Security number, filing status, and expected refund amount.

TekSure — Free Tech Help for Beginners & Seniors

Filing your taxes online with software like TurboTax or H&R Block is much more manageable than it sounds. Both programs walk you through your return one question at a time — you answer questions in plain English, and the software does the math, finds deductions, and fills out the actual tax forms for you.

Free filing options

The IRS offers a program called Free File (irs.gov/freefile) for households with income under $79,000. TurboTax Free Edition and H&R Block Free Online both handle simple returns (W-2 income, standard deduction) at no cost. If your taxes are more complex — retirement income, investment sales, self-employment — you may need a paid tier.

Seniors 60 and older can also file for free through AARP Tax-Aide (aarp.org/money/taxes/aarp_taxaide), a volunteer program that provides free tax preparation help at thousands of locations or virtually by appointment.

What the software does for you

Automatically imports your W-2 or 1099 forms from many employers and financial institutions
Calculates your standard deduction vs. whether itemizing saves you more money
Checks for common deductions and credits (medical expenses, charitable donations, retirement contributions)
Flags potential errors before you submit
Files electronically with the IRS and your state, with direct deposit for your refund

What you need to gather

Before starting, collect: your Social Security number and those of any dependents, all W-2 forms (from employers), 1099 forms (from banks, investment accounts, Social Security), last year's tax return (helps pre-fill some fields), and records of deductible expenses if you itemize.

Quick Tip: E-filing with direct deposit is the fastest way to receive a refund — typically 10–21 days after the IRS accepts your return.

How to File Your Taxes Online with TurboTax or H&R Block

Gather your documents before starting

Choose your software and create an account

Answer questions one section at a time

Review and check for errors

Submit and track your refund

Free filing options

What the software does for you

What you need to gather

Still have questions?

Official Resources

Still stuck? Let a pro handle it.

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