Tax planning is for everyone. Get ready today to file your 2021 federal income tax return. Planning ahead can help you file an accurate return and avoid processing delays that can slow your tax refund‚Äč

Steps you can take now to make tax filing easier in 2022:

View your account information online

Create and use an online account to securely access the latest information available about your federal tax account and see information from your most recently filed tax return on

You can:

  • View the amounts of the Economic Impact Payments you received
  • Access Child Tax Credit Update portal for information about advance Child Tax Credit payments
  • View key data from your most recent tax return and access additional records and transcripts
  • View details of your payment plan if you have one
  • View 5 years of payment history and any pending or scheduled payments
Act now if you need to create an account.

Gather & organize your tax records

Include in your tax records:

  • Forms W-2 from employers
  • Forms 1099 from banks and ALL other payers
  • Any other income documents and records of virtual currency transactions.
  • Form 1095-A, Health Insurance Marketplace Statement, if you purchased Marketplace coverage
  • Letter 6419, 2021 Total Advance Child Tax Credit Payments to reconcile your advance Child Tax Credit payments
  • Letter 6475, Your 2021 Economic Impact Payment, to determine whether you're eligible to claim the Recovery Rebate Credit

Remember, most income is taxable. This usually includes:

  • unemployment income,
  • refund interest,
  • income from the gig economy, and virtual currencies