Residents of 12 states are eligible to participate if they meet certain criteria. But the agency’s plans have already met resistance from tax preparation companies.
Residents of 12 states are eligible to participate if they meet certain criteria. But the agency’s plans have already met resistance from tax preparation companies.
The article “conveniently” omits the names of pilot states and the eligibility criteria, so I dug them up:
The Direct File pilot is available to eligible taxpayers residing in Arizona, California, Florida, Massachusetts, New Hampshire, New York, Nevada, South Dakota, Tennessee, Texas, Washington, and Wyoming.
You may be eligible to join the pilot if you live in a pilot state and report these items on your 2023 federal tax return:
Income
W-2 wage income
SSA-1099 Social Security and RRB -1099 railroad retirement income
1099-G Unemployment compensation
1099- INT Interest income of $1,500 or less
Credits
Earned Income Tax Credit
Child Tax Credit
Credit for Other Dependents
Deductions
Standard deduction
Student loan interest
Educator expenses
The pilot is not an option for if you:
Have other types of income, such as gig economy or business income
Itemize deductions
Claim other credits like the Child and Dependent Care Credit, Saver’s Credit or the Premium Tax Credit
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The article “conveniently” omits the names of pilot states and the eligibility criteria, so I dug them up:
The Direct File pilot is available to eligible taxpayers residing in Arizona, California, Florida, Massachusetts, New Hampshire, New York, Nevada, South Dakota, Tennessee, Texas, Washington, and Wyoming.
You may be eligible to join the pilot if you live in a pilot state and report these items on your 2023 federal tax return:
Income
Credits
Deductions
The pilot is not an option for if you: