Federal, state, and business filing

Tax filing help without the maze.

Use this page to organize records, understand filing routes, find official help, and know when to bring in a qualified tax professional.

Individual filing checklist

  • W-2s, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-R, SSA-1099.
  • Mortgage interest, student loan interest, tuition forms, childcare receipts, charity records.
  • Health insurance forms, HSA documents, retirement contributions, estimated tax payments.
  • Prior-year return, IP PIN if assigned, direct deposit details, and state tax documents.

Business filing checklist

  • Profit and loss, balance sheet, bank statements, payroll reports, sales tax records.
  • 1099 contractor payments, asset purchases, mileage logs, home office details, inventory.
  • Entity documents, owner draws or distributions, loan statements, depreciation schedules.
  • Federal, state, city, payroll, excise, and franchise tax obligations.

Filing options

Pick the right route for your situation.

DIY free filing

Best for straightforward returns. Start with IRS Free File and state filing resources before paying for software.

IRS Free File

Volunteer help

VITA and TCE programs can help eligible taxpayers, seniors, people with disabilities, and limited English speakers.

Find free tax prep

Paid professional

Useful for businesses, multi-state income, equity compensation, rental property, crypto, notices, or complex deductions.

IRS preparer directory

Know the forms

Common tax forms by role

This is not tax advice. It is a quick map for talking to a preparer or using official instructions.

Form 1040Individual income tax return. Schedule CSole proprietor business income and expenses. Form 1120-SS corporation income tax return. Form 1065Partnership income tax return. Form 941Employer quarterly federal tax return.