2021 Taxes in 2022, Prepare and e-File
On this page, find a checklist and different steps we recommend you should take prior to preparing and e-filing your taxes. Find a preparation guide, help during the filing process, and how to receive your refund or pay your due tax.
This page will help reduce errors and tax return rejections by the IRS and/or state agencies. The 2022 Tax Season began in January 2022 for 2021 Returns due by April 18, 2022. If you have not yet filed, you can eFileIT until October 17, 2022. However, we recommend you don't eFile until you are absolutely certain you have received all your tax forms, like a W-2 or 1099. According to the IRS, any employers, brokers, etc. have to send these forms to you by January 31.
Furthermore, throughout the tax year, follow the eFile.com TickIT outline so you get to keep more of your hard earned money. Start using the eFile.com Taxometer in January to taxercise your paycheck, tax withholding, and balance your tax return.
2021 Income Tax Return Checklist
Filing your own taxes for the first time? Looking for steps on how to file your income tax return? The items below generally apply for all tax years, but will help you complete your 2021 Tax Return for federal and applicable state. View the description of the item and click the link to learn more and find helpful resources.
Follow these important Prep to Prep steps before you e-file your 2021 Taxes.
Checklist to collect all forms, data, etc. before you prepare and e-file your income tax return.
Go over these life changing events and see how they might affect your taxes.
A list of forms you can enter while preparing your return and forms the tax app will generate and eFile for you.
1099 Income Tax Forms
You will get a 1099 form online and/or in the mail if you received certain types of income during the year. For example, if you are self-employed
, you may receive a 1099-MISC or 1099-NEC. Keep in mind, there are many other types of 1099 forms
that may be required for your tax return.
How do want to receive your 2021 Tax Refund?
You will need to select one of these options while preparing your 2021 tax return. Generally, direct deposit is recommended as it is the quickest and safest way to receive a tax refund.
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