The IRS Direct File pilot offers eligible taxpayers in 12 states a convenient and free way to file their taxes directly with the IRS. This initiative, which has been eagerly awaited by many, simplifies the tax filing process and is now accessible to individuals residing in Arizona, California, Florida, Massachusetts, Nevada, New Hampshire, New York, South Dakota, Tennessee, Texas, Washington and Wyoming.
Advantages of IRS Direct File
Swift Filing: Taxpayers can complete their 2023 federal tax returns in as little as 30 minutes using a mobile device.
Guided Input: The platform provides step-by-step guidance for adding tax information, ensuring accuracy and completeness.
Real-time support: Users can connect with IRS customer service representatives for real-time assistance.
Device compatibility: Accessible from smartphones, laptops, tablets and desktop computers, offering flexibility to taxpayers.
Fast refunds: Eligible individuals can expect to receive their federal tax refunds in less than 21 days.
Eligibility criteria
The IRS Direct File pilot caters to taxpayers with simple federal tax returns in the participating states who report income from the following sources:
W-2 wage income
SSA-1099 Social Security income
1099-G unemployment compensation
1099-INT interest income of $1,500 or less
Participants in the Direct File pilot must opt for the standard deduction and are limited to claiming deductions for student loan interest and educator expenses.
If Direct File isn’t an option, there are many other filing options available.
State Tax Returns
While the Direct File pilot focuses on federal returns, taxpayers residing in Arizona, California, Massachusetts or New York can utilize state-supported tools recommended by the pilot for preparing and filing state tax returns.
How to Learn More
Check eligibility: Taxpayers can verify their eligibility for the IRS Direct File pilot.
Stay informed: Stay updated with the latest news about the pilot by visiting the Direct File pilot news section, subscribing to the Direct File pilot newsletter, or exploring Direct File on IRS.gov.
Additional Resources
Direct File Pilot Overview (IRS YouTube video)
IRS Publication 5916, File for Free with Direct File Pilot
IRS Publication 5917, Direct File Pilot – What You Need to Know
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This initiative not only simplifies tax filing but also ensures that eligible taxpayers can access the benefits they are entitled to efficiently and conveniently. Explore the IRS Direct File pilot today to experience hassle-free tax filing.
