Not Sure If You Need to File a Tax Return? This Free IRS Tool Can Help

Tax rules can be confusing—especially when you’re trying to figure out if you even need to file a federal return. Whether you’re a student with a part-time job, a retiree on Social Security, or a small business owner, it’s not always clear what the IRS expects.

Luckily, the IRS offers a free tool that makes this easier: the Interactive Tax Assistant (ITA). Specifically, the “Do I Need to File a Tax Return?” questionnaire walks you through a few simple questions about your income, age, and filing status. Within minutes, it gives you a personalized answer based on current IRS guidelines.

Why use it?

• It’s completely free and anonymous.

• It saves you time and stress.

• It helps you avoid penalties for not filing—or unnecessary work if you don’t need to file.

• It’s based on the latest tax rules for the current filing year.

Whether you’re unsure about income thresholds, self-employment income, or whether being claimed as a dependent changes things, this tool can clarify your situation.

If the tool says you do need to file and you’re feeling overwhelmed—don’t worry. That’s exactly where we come in. Our team can help you file quickly and correctly, so you can move on with peace of mind.

Try the tool here:

Try the Free IRS Tool

And if you have questions or want help filing, contact us!