april

Information to help better understand taxes, from prefiling checklists to helpful filing information to what to do after filing and everything in between.

Tax Knowledge (Guides and FAQs)

Explains how to find your prior-year AGI for e-filing, including where to locate it on Form 1040, what to enter if you didn’t file last year, and how to resolve…

How do I find last year's AGI?

Explains where to find your IRS Identity Protection PIN (IP PIN), including checking IRS notice CP01A, accessing your IRS online account, or contacting the IRS for help.

Where can I find my IP PIN?

Explains what to do if you lost your IRS Identity Protection PIN (IP PIN), including how to retrieve it online, contact the IRS for help, or file by mail if…

What if I lost my Identity Protection PIN?

Explains what a Self-Select PIN (e-file signature PIN) is, how it’s used to sign and authenticate an e-filed tax return, and how it differs from an IRS Identity Protection PIN…

What's a Self-Select PIN?

Explains what personal information you need before filing a tax return, including identification details, prior-year tax information, and banking information for refunds or payments.

What personal info do I need before filing?

Explains which income documents you need to file your taxes, including W-2s, 1099 forms, investment income statements, retirement and benefits income, and what to do if a form is missing.

What income docs do I need for filing?

Explains what information you need to claim tax credits and deductions, including education credits, dependent-related credits, the Earned Income Credit, and common deductions like student loan interest and retirement contributions.

What info do I need to claim credits and deductions?

Explains how to find your prior-year adjusted gross income (AGI) if you used another tax software, including where to locate it on Form 1040 and step-by-step instructions for TurboTax, TaxAct,…

How can I find my AGI if I used a different tax platform last year?

Explains when you need to file an amended tax return, what changes require an amendment, when you don’t need to amend, and the deadlines and special situations that affect how…

When do I need to file an amended return?

Explains how to file an amended tax return using Form 1040-X, including when to amend, what information and documents you need, how to submit the form to the IRS, deadlines…

How do I file an amended return (Form 1040-X)?

Explains why amended tax returns take longer to process, typical IRS processing timelines, common causes of delays, how to check the status of an amended return, and when it makes…

Why is my amended return taking so long?

Explains the IRS rules for tax filing extensions, including how long an extension lasts, what an extension does and doesn’t do, payment deadlines, whether a reason is required, and how…

What are the tax extension rules?

Explains who qualifies for an automatic tax filing extension, including taxpayers living or working abroad and those serving in a combat zone, how long automatic extensions last, payment deadlines, and…

Do I qualify for an automatic extension?

Resources and common questions about what you need in order to file your taxes, including documents and information you'll need on hand.

Preparing to File

A pre-filing checklist of what to gather before filing your taxes, including personal info, last year’s tax details, W-2s and 1099s, deductions, credits, dependent info, and payments already made—so you…

What do I need before I file my taxes? (Pre-filing checklist)

Explains what the student loan interest deduction is, who qualifies, income limits, what counts as a qualified student loan, how much interest you can deduct, and how Form 1098-E is…

What’s the student loan interest deduction?

Explains what the student loan interest deduction is, who qualifies, income limits, what loans and interest count, how much you can deduct, and how Form 1098-E is used.

How can education tax credits help you save on taxes?

Guides and Resources

Explains when you need to file a nonresident state tax return, what types of income trigger nonresident filing, when a nonresident return isn’t required, how state rules vary, and special…

Why would I need to file a non-resident state return?

Explains how state residency is determined, the difference between resident, part-year resident, and nonresident status, how living or working in multiple states affects filing, and how to confirm residency with…

How do I find my state residency status?

Explains how to find last year’s tax return, including downloading it from april or other tax software, requesting a transcript from the IRS, or obtaining a full copy if needed.

How do I find last year's tax return?

Explains why you might receive a Form 1099-G for unemployment benefits you didn’t receive, how unemployment fraud or identity theft can cause this, what steps to take to report it,…

Why did I receive a Form 1099-G if I didn’t file for unemployment?

Explains how to find your prior-year AGI when you were claimed as a dependent, including what to enter if you didn’t file a return and where to find AGI on…

How do I find my prior-year AGI if someone else claimed me as a dependent?

Explains the difference between AGI and modified AGI, how each is calculated, where to find AGI on Form 1040, and why the IRS uses modified AGI for certain credits, deductions,…

What’s the difference between AGI and modified AGI?

Explains how to file state taxes after moving, including part-year resident returns, how states tax income before and after a move, and how to use your W-2 to report state…

How do I file if I moved to a different state last year?

Explains what counts as health insurance for tax purposes, what Forms 1095-A, 1095-B, and 1095-C are, when you’ll receive them, how they affect the Premium Tax Credit, and which states…

What counts as health insurance and what are 1095 forms?

Changing the tax withholding on your paycheck can have a direct impact on your tax refund or balance.

When should I update my W-4 withholding?

FAQs

Explains which federal tax credits you can claim for dependents, including the Child Tax Credit, Additional Child Tax Credit, and Credit for Other Dependents, who qualifies for each, and how…

What tax credits can I claim for my dependents?

Explains who qualifies for the Child and Dependent Care Credit, which care expenses count, 2025 limits, income rules, and how the credit is calculated.

What’s the Child and Dependent Care Credit?

Explains what a Form W-4 is, how it affects federal tax withholding from your paycheck, when to update it, and how changes can impact your refund or taxes owed.

What’s a W-4 and how does it work?

Helpful guides and faqs about filing your taxes, covering topics like filing statuses, deductions, and credits.

Filing and General Tax Concepts

Explains what capital gains and losses are, the difference between short-term and long-term gains, how capital gains are taxed in 2025, and how capital losses can offset gains or reduce…

What are capital gains and losses?

Explains what a tax filing status is, the five IRS filing statuses, who qualifies for each one, and how to determine the correct filing status based on marital and family…

What’s my tax filing status?

Explains what the Earned Income Tax Credit (EITC) is, who qualifies, what counts as earned income, 2025 income and investment limits, credit amounts by number of children, and when to…

What’s the Earned Income Tax Credit?

Explains how to request tax forms and transcripts from the IRS, including the different types of transcripts available, what information each one provides, and when to use them if you’re…

How do I request forms and transcripts from the IRS?

Explains the difference between the standard deduction and itemized deductions, including 2025 standard deduction amounts, who qualifies for each option, common itemized expenses, and how to choose the deduction that…

What’s the difference between the standard and itemized deductions?

Explains when estimated tax payments are due, the IRS quarterly payment schedule, how income periods align with due dates, and what happens if a deadline falls on a weekend or…

When are estimated tax payments due?

Explains when estimated taxes are required, the IRS $1,000 rule, how withholding affects the requirement, when estimated payments aren’t needed, and options if withholding is too low.

Do I have to pay estimated taxes?

Explains the difference between federal and state estimated taxes, including who they’re paid to, why they’re required, and how separate rules and penalties may apply.

What's the difference between federal and state estimated taxes?

Explains what estimated tax payments are, when they’re required, how they differ from withholding, when they apply to state taxes, and why paying on time helps avoid penalties.

What are estimated tax payments?

Explains whether alimony payments (spousal support) are taxable or deductible, how the rules differ for agreements finalized before or after January 1, 2019, and how later modifications can affect tax…

Are alimony payments tax deductible?

Explains when Social Security income is taxable, how the IRS calculates combined income, the income thresholds by filing status, how much of benefits may be taxed, and how the new…

Is my Social Security income taxable?

Explains how IRA contributions and distributions work, including differences between Traditional and Roth IRAs, 2025 contribution limits, tax treatment of contributions and withdrawals, and when distributions are taxable.

How do IRA contributions and distributions work?

Explains what the Child Tax Credit is, who qualifies, income limits for 2025, how much the credit is worth, and how eligibility is determined based on age, relationship, residency, and…

What's the Child Tax Credit?

Explains how cryptocurrency and other digital assets are reported on Form 1040, what counts as a digital asset, how the IRS taxes crypto as property, and how to answer the…

How do I report cryptocurrency on Form 1040?

Explains how to remove a password from a PDF so it can be uploaded to april, including step-by-step instructions using Adobe Acrobat and what to do if you don’t have…

How do I remove passwords from files?

Provides links and guidance for contacting state tax agencies, including when to reach out, common reasons for contact, available support methods, and how to find official Department of Revenue resources…

How do I contact my state?

Covers the best ways to contact the IRS, including phone numbers, office visits, and online tools for refunds, payments, and account information.

How do I contact the IRS?

Explains how to check the status of your federal tax refund using the IRS Where’s My Refund tool, including expected timelines, common reasons for delays, and when to contact the…

Where’s my tax refund?

Explains how to request a federal tax filing extension using IRS Form 4868, including filing methods, deadlines, payment requirements, whether a reason is needed, and how extensions apply to state…

How do I request a tax filing extension?

Explains the penalties and interest that may apply after a tax filing extension, including late filing penalties, late payment penalties, interest on unpaid taxes, exceptions and relief options, and how…

What are the penalties for late filing after an extension?

After Filing

Explains how to pay a tax bill, IRS payment options, what to do if you can’t pay in full, how to set up a payment plan, and ways to avoid…

How can I pay my taxes?

Explains why you’re seeing an issue with your dependent’s Social Security number and what to do next.

Why am I seeing an issue with my dependent’s Social Security number?

Explains what to do if someone else claimed your dependent, how to check for errors, when to file a paper return, which IRS forms and notices may apply, and how…

What should I do if someone else claimed my dependent?

Covers duplicate return errors, how to confirm whether you already filed, and what steps to take if identity theft is suspected.

Why did I get an error message for a duplicate return?

Explains why an e-filed tax return may be rejected and how to fix common issues like SSN, AGI, or identity mismatches.

Why was my return rejected?

Explains how to file a state-only tax return, when a federal return isn’t required, and where to find official state tax agency filing links and resources.

How can I file a state-only return?

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