Free File, Free File Fillable Forms, and Direct File (2024)

Filing electronically is the safest, fastest, and most accurate way to file your tax return. If you choose to prepare and file your own tax return, depending on your circ*mstances, the IRS may offer you three ways to electronically file (e-file) your tax return for free.

Helpful Hint: To speed up your refund process, it’s recommended to complete your return and enter your bank routing information so that any refund can be quickly and securely deposited directly into your bank account.

What is Free File?

The IRS Free File Program is a public-private partnership between the IRS and a number of tax preparation and filing software industry companies who provide their online tax preparation and filing for free. If your income is below the threshold, Free File software allows you to use trusted brand-name software to prepare ande-file your federal tax return for free. You can use this option for 2023 tax returns if your income is below $79,000. Learn more about Free File on the IRS.gov website. You can also watch YouTube videos on “What to know about IRS Free File guided tax software” and “How to use the Find Your Trusted Partner Tool.”

What are Free File Fillable Forms?

No matter your income level, you can use Free File Fillable Forms for your federal tax return. These are identical to IRS paper forms, so this option is like the old “pencil and calculator” method of filing. However, the fillable forms don’t come with any additional guidance. If you plan to use this option, you should be comfortable with the process of completing a tax return. Visit Free File Fillable Forms for more information.

What is Direct File Pilot?

Direct File is a new tax tool to file your federal tax return directly with the IRS. The pilot is rolling out in phases throughout the filing season. Initial access is limited but will be increased with each phase.

Direct File is made for people with relatively simple tax needs who live in participating states. To find out if you qualify, visit the IRS Direct File website.

For more information on Free File options, visit the TAS Get Help page.

No matter which way you choose to file, TAS is here to help you make this filing season a success. Learn more about how we can help and see if you qualify for TAS assistance.

Free File, Free File Fillable Forms, and Direct File (2024)

FAQs

What is the difference between free file and free file fillable forms? ›

It is an alternative to Free File Software, although both are free. Free File Fillable Forms is operated by a private organization, the Free File Alliance and not the IRS. Though IRS links to it, they do not endorse it or any product. Free File Fillable Forms is an electronic version of IRS paper forms.

Are free file fillable forms legit? ›

No matter your income level, you can use Free File Fillable Forms for your federal tax return. These are identical to IRS paper forms, so this option is like the old “pencil and calculator” method of filing. However, the fillable forms don't come with any additional guidance.

What is the difference between direct file and free file? ›

Direct File has partnered with states that have state filing requirements for seamless integration to file state returns for free. IRS Free File is a public-private partnership between the IRS and tax preparation software companies. Free File is available in all 50 states.

How do I file a free IRS fillable form? ›

Once at the Free File Fillable Forms Landing Page, find and select “Start Free File Fillable Forms.” Select “Continue” on the next page and the Sign On screen appears. You are considered a “New User” if you have not created an account for the current tax year. Select “Create Your Account.” a safe place.

What is the best free online tax filing service? ›

Best free tax software, compared
Free tax softwareFree state returnIncome threshold
Cash App TaxesYesNo
FreeTaxUSANoNo
H&R Block Free OnlineYesNo
TurboTax Free EditionYesNo
2 more rows
Apr 15, 2024

Is FreeTaxUSA safe? ›

Security is a top priority at FreeTaxUSA. Information entered on our website is encrypted and transmitted securely using SSL encryption.

What is the income limit for an IRS direct file? ›

For the 2024 tax-filing season, Direct File had income restrictions for eligibility. If you filed as single or head of household, you could not have income greater than $200,000 to use Direct File, or $160,200 if you earned income from multiple employers in 2023.

What states can you use IRS direct files in? ›

Direct File is only for people in certain states.
  • Lived in Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, or Wyoming for all of 2023.
  • Don't have taxable income from any other states.

Is the IRS direct file faster? ›

Direct File has tremendous potential to make tax filing less expensive, faster, and easier for millions of Americans. By breaking down barriers to filing, it can also help more low- and moderate-income families get tax credits they're eligible for, like the Earned Income Tax Credit and Child Tax Credit.

At what age is social security no longer taxed? ›

Social Security tax FAQs

Social Security income can be taxable no matter how old you are. It all depends on whether your total combined income exceeds a certain level set for your filing status. You may have heard that Social Security income is not taxed after age 70; this is false.

What are the limitations of the IRS free file? ›

IRS Free File helps millions of taxpayers file their federal and state tax returns for free every year. The IRS Free File adjusted gross income (AGI) limit for tax year 2023 is $79,000 for families and individuals.

What forms does IRS not accept electronically? ›

In addition, some Forms 1040, 1040-A, 1040-EZ, and 1041 cannot be e-filed if they have attached forms, schedules, or documents that IRS does not accept electronically.

Can you convert PDF to fillable free? ›

To convert a PDF to fillable online, upload your document to pdfFiller. pdfFiller online editor instantly converts any PDF document to a fillable format online. You can fill your PDF with our various tools and features. To fill the form with text, choose the 'Text' button and start typing.

What is the best free software for creating fillable forms? ›

Best free online form builder for quickly creating powerful forms
  • Google Forms pros:
  • Google Forms cons:
  • Google Forms price: 100% free.
  • Jotform pros:
  • Jotform cons:
  • Jotform price: Free plan available; paid plans start at $39/month.
  • Feathery pros:
  • Feathery cons:

What is a fillable file? ›

Fillable PDF forms are documents that allow users to enter and edit data in specific fields, such as text boxes, checkboxes, or drop-down menus. They are often used for surveys, applications, invoices, contracts, and other forms that require user input.

Can I use free file even if I file for an extension? ›

Free File makes filing an extension easier

Taxpayers must estimate their tax liability and file by the deadline to receive the extension. Free File also is one of the options available to help taxpayers file their taxes.

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