ApexHunter, 1 year ago

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