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Create a detailed step by step cheack list for Susan so she can file her tax return for free

User Dolphin
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Answer:

Step-by-step checklist for Susan to file her tax return for free:

**Step 1: Gather Your Documents**

- [ ] **Income Documents:** Collect your W-2 forms from your employer(s), any 1099 forms for miscellaneous income, and any other income-related documents.

- [ ] **Personal Information:** Ensure you have your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) handy.

- [ ] **Expense Records:** Gather receipts and records of deductible expenses, such as mortgage interest, property taxes, educational expenses, and medical expenses.

- [ ] **Previous Year's Tax Return:** If applicable, have a copy of your previous year's tax return for reference.

**Step 2: Choose a Free Filing Option**

- [ ] **IRS Free File:** Visit the IRS Free File website (www.irs.gov/freefile) to find a list of reputable tax preparation software providers that offer free filing for eligible taxpayers. Choose one that suits your needs.

- [ ] **Local VITA or TCE Program:** Check if there are Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs in your area. These programs offer free tax help to individuals with low to moderate income.

**Step 3: Create an Account**

- [ ] **Online Tax Software:** If using tax preparation software, create an account or log in to the software's platform.

- [ ] **VITA/TCE Program:** If visiting a VITA or TCE site, ensure you bring your documents and be prepared to provide your personal information.

**Step 4: Enter Your Information**

- [ ] **Personal Information:** Enter your name, SSN/ITIN, address, and other personal details as prompted by the tax software.

- [ ] **Income:** Input your income information from your W-2s, 1099s, and any other sources of income.

**Step 5: Claim Deductions and Credits**

- [ ] **Deductions:** If you have deductible expenses (e.g., mortgage interest, student loan interest), enter them accurately.

- [ ] **Tax Credits:** Check for eligibility for tax credits such as the Earned Income Tax Credit (EITC) or Child Tax Credit. Ensure you claim them if eligible.

**Step 6: Review and Verify**

- [ ] **Review:** Carefully review all the information you entered for accuracy and completeness.

- [ ] **Double-Check:** Ensure you haven't missed any deductions or credits you qualify for.

**Step 7: File Electronically**

- [ ] **E-File:** If using tax software, choose the e-filing option to submit your return electronically. It's the fastest and most secure way to file.

- [ ] **Print for Your Records:** If using a VITA/TCE program, they will usually file your return electronically for you. Make sure to request a printed copy for your records.

**Step 8: Await Confirmation**

- [ ] **Confirmation:** You will receive a confirmation when your return is accepted. Keep this confirmation for your records.

**Step 9: Monitor Your Refund**

- [ ] **Check Refund Status:** You can check the status of your refund on the IRS website or through the tax software you used.

**Step 10: Keep Copies**

- [ ] **Record Keeping:** Maintain copies of your tax return and all supporting documents for at least three years.

User Harjit Singh
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