Ready to File

First, enter your return.

1. Log into your account

2. Select "Work With Filing" for the applicable Tax Year

3. Select "Edit a Return in Progress"

Now, start the return filing process.

4. Starting from the Summary Page (as shown in the EXAMPLE image below), select "Start Return Filing Process" in the top right

*Note: You will not be able to file your return if there are any errors present. You will need to resolve all errors before filing. 

5. You may receive this message. Click "Continue" to be directed to the final steps such as the Electronic Signature page, Refund or Payment Method page, and Checkout page.

*The EXAMPLE images shown below are some examples of pages you may be directed to. The images shown below are for EXAMPLE purposes only and are NOT representative of your actual tax return information.

Self-Selected PIN:

On the Federal Online Filing Signature Page, you are required to Make up a 5 digit number and enter it as the self selected PIN as teh tax return signature. 

Identity Protection PIN (IP-PIN)

If you do not have an Identity Protection PIN (IP-PIN), then you will leave the Identity Protection PIN box BLANK. 

If you do have an Identity Protection PIN (IP-PIN), then you will enter it in the Identity Protection PIN (IP-PIN) box. 

For more information, please visit hte IRS website: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

Prior Year Adjusted Gross Income (AGI) OR Prior Year PIN

Then, you must enter either your Prior Year Adjusted Gross Income (AGI) OR your Prior Year PIN. 

You are not required to enter both. 

For more information, please visit the IRS website: https://www.irs.gov/individuals/electronic-filing-pin-request

Enter the CAPTCHA displayed on your screen. (Do not use the one provided from the EXAMPLE image shown above)

Enter the Signature/Consent Date.

Select "Save and Continue" once you are done.

On the Final Filing Page, you can select "Electronically File All Complete Returns" to e-file both your federal and state return (if applicable).

If you only want to file the federal OR only file the state return, then you will be provided the option to "Electronically File Federal Return ONLY" OR "Electronically File State Return ONLY".

Once your return(s) have been successfully submitted, your return status will say "Pending Acknowledgement".

We will send you an email once your return has received an update from the IRS or State.