In this video, I'm going to show you how to file tax online for free using H&R Block website.
First of all go to the H&R Block website, you will find the link for it in the description below.
Once on the website click on the start for free button. You will be asked to create an account and login. After you do that that you will be taken to your dashboard, where the website will start asking you questions about your personal info, income, deductions, credits, taxes, etc.
Start answering the questions as they are asked. Fill in your name, date of birth, enter your social security number, enter a phone number.
Then answer some yes or no questions. In case you are not sure about the answer for a question, then use the help option given.
You will be suggested the filing status you should use at the end.
Now in the income section enter your W-2 information either manually, or by uploading a picture or PDF file. Go ahead and fill out the required information.
Click next when done. Go through questions which come up by carefully reading them.
Now if you have any additional income then click the yes button to enter details, otherwise click the No, I'm done button.
Now for the deductions part, click yes if you have any deductions to claim, like mortgage interest, real state taxes, student loan interest, charitable donations, health and medical expenses, etc. If you have none of those deductions to claim click on No, I'm done button.
Now you will be shown the best option for you to go with amongst standard deduction or itemized deduction. In this case it was standard deduction.
In the credits section you will go through the earned income credit, where you can answer some questions to check if you are eligible for earned income credit. When you are done click the No, I'm done button.
Then comes the section for additional taxes, payments and penalties. Answer the questions under this sections about your health coverage for the year and if you had to pay any penalties. Once done click the next button to go to the next section.
Go through some additional questions put up by the website. Then your return will be put through a accuracy test and then show you a break down of your entries.
You can also add a state return to your federal return at this point. In this case the state selected was Texas and Texas has no state income tax, so you do not need to add any return. But if you have income in any other state then you can add it here.
Now you are ready to finalize your return. As this is a simple return with W-2 only, you can file this return for free.
But first you have to choose how you would like to receive your refund. There are two options direct deposit to account and paper check. Once you have selected you are ready to efile your return.
For efiling the return you will be asked some additional questions. You can provide the detials asked and move on to the final efile window, where you need to choose a pin for efiling your return.
Once completed you can go ahead and submit the return. Do remember that free filing has a criteria, and only if you fulfill that criteria then you will be allowed to file for free.
This is how you can use the H&R Block website to file your taxes for free this year.