Preparing to File
Resources and common questions about what you need in order to file your taxes, including documents and information you'll need on hand.
25 articles
How do I find last year's AGI?
Where can I find my IP PIN?
What if I lost my Identity Protection PIN?
What's a Self-Select PIN?
What personal info do I need before filing?
What income docs do I need for filing?
What info do I need to claim credits and deductions?
How can I find my AGI if I used a different tax platform last year?
When do I need to file an amended return?
How do I file an amended return (Form 1040-X)?
Why is my amended return taking so long?
What are the tax extension rules?
Do I qualify for an automatic extension?
Why would I need to file a non-resident state return?
How do I find my state residency status?
How do I find last year's tax return?
Why did I receive a Form 1099-G if I didn’t file for unemployment?
How do I find my prior-year AGI if someone else claimed me as a dependent?
What’s the difference between AGI and modified AGI?
How do I file if I moved to a different state last year?
What counts as health insurance and what are 1095 forms?
When should I update my W-4 withholding?