FS-2024-08, March 2024
The IRS Direct ob体育 pilot is a new choice for eligible taxpayers to file their 2023 federal tax return online for free, directly with IRS.
is easy to use and helps them:
- ob体育 a 2023 federal tax return – for free – in English or Spanish
- Add their tax information with step-by-step guidance
- Connect with real-time online support from IRS customer service representatives
- Access it from smartphones, laptops, tablets and desktop computers
Check your eligibility
Direct ob体育 is available to you if you live in one of the 12 participating states and report certain types of income, deductions and credits. Check your eligibility at the website to determine if Direct ob体育 is the right option for you.
The participating pilot states are, Arizona, California, Florida, Massachusetts. Nevada, New Hampshire, New York, South Dakota, Tennessee, Texas, Washington state and Wyoming. No additional states will be added to the pilot.
If you’re eligible, use the below information to help you prepare to file your return with Direct ob体育.
Gather your personal information
- or individual tax ID number (ITIN) for you and anyone else on your return
- Bank account and routing numbers to get a refund by direct deposit
- Your adjusted gross income (AGI) and exact refund amount from your last tax return
- Your current address — notify IRS if you changed your address
- If you e-filed last year, your self-select PIN
- If you were a victim of identity theft, your IP PIN
Organize your tax records
You may be eligible to join the pilot if you report these income types:
- Form W-2?(wages from employers). Here's what to do if you didn't get a W-2.
- for Social Security benefits
- Form 1099-G for government payments such as unemployment benefits
- Form 1099-INT?from banks and brokers showing $1,500 or less?interest you received
Direct ob体育 is not an option if you have other types of income such as retirement income, gig economy or business income.
If you aren’t claiming any credits or deductions, you can use Direct ob体育 if you’re eligible and take the standard deduction.
If you’re eligible, you can claim the limited number of credits and deductions below if you use Direct ob体育 and you must take the standard deduction.
Prepare to claim credits
Direct ob体育 allows you to claim the following credits:
Direct ob体育 is not an option if you claim other tax credits like the Child and Dependent Care Credit, Saver's Credit or the Premium Tax Credit if you had Marketplace health insurance coverage.
Prepare to take tax deductions
Direct ob体育 allows you to claim the following deductions.
Direct ob体育 is not an option if you itemize or claim other tax deductions.
Sign-in to Direct ob体育 securely
To use Direct ob体育, you need an IRS account with ID.me. If you are an existing ID.me member, do not create another account. You can use your existing account to access Direct ob体育.
If you’ve never created an ID.me account and are 18 years of age or older, create an account using your personal email and then verify your identity to access Direct ob体育. You only need to verify your identity once — then you can use your ID.me account to access Direct ob体育 and other IRS online services.
Verifying your identity is quick and can be done using with an ID.me agent. .
Signing your Direct ob体育 tax return electronically
When self-preparing your taxes and filing electronically, you must sign and validate your electronic tax return by entering your prior-year Adjusted Gross Income (AGI) or your prior-year Self-Select PIN.
Since you are using Direct ob体育 for the first time, you must enter the information yourself.
There are several ways to find your prior-year AGI:
- On your 2022 tax return, your AGI is on line 11 of the Form 1040.
- Use your online account to immediately view your AGI on the Tax Records tab.
- Use Get Transcript by Mail. You can also request a transcript by mail by calling our automated phone transcript service at 800-908-9946. Please allow 5 to 10 days for delivery.
If you have an Identity Protection (IP) PIN (via a CP01A or the Get an IP PIN Tool), you must enter it when prompted by Direct ob体育. It will serve to verify your identity instead of your prior-year AGI or prior-year Self Select PIN.