Skip to main content

Interactive Tax Assistant (ITA)

You can use this tool to get answers to your tax questions. Choose a topic, then enter basic information to find your answer.

Your information is anonymous and only used to answer your question. We don’t share, store or use it in any other way.

Search for a topic or find it in the list.

 

Body

Filing requirement, forms, due date

Amended return - Should I file one?
Deceased person - How do I file their tax return?
Federal tax return due date/extension - When is it due or am I eligible for an extension?
Filing requirement - Do I need to file a tax return?
Tax forms - Which one should I use?

Filing status and dependents

Dependent - Who can I claim?
Filing status - What’s mine?

Retirement: Pensions, IRAs, Social Security

Early distributions from IRA or other plans - Do I meet an exception to the additional tax?
Excess salary deferral to my 401(k) - How do I correct it?
Pension or annuity payment - Is mine taxable?
Rollover or transfer of IRA or other retirement plan - Do I have to report it on my tax return?
Roth distribution - Is it taxable?
Traditional, SEP or SIMPLE IRA distribution - Is it taxable?
Social Security or railroad retirement tier I benefits - Are mine taxable?

Other income

Estate executor or administrator fees - Are they taxable?
Gambling winnings/losses - How do I claim them?
Gift - Is it taxable?
Inheritance - Is mine taxable?
Jury duty payment - Is it taxable?
Life insurance proceeds - Are they taxable?
Prize or award - Is it taxable?
Residential rental income/expenses - Is it taxable and/or are my expenses deductible?
Scholarship, fellowship or education grant - Do I include it as income on my tax return?
Self-employment tax - Is my income subject to this tax?
Tips - Are they taxable?
Unemployment payments - Are they taxable?

Deductions

Charitable contributions - Can I deduct them?
Gambling winnings/losses - How do I claim them?
Medical and dental expenses - Can I deduct them?
Miscellaneous itemized deductions on Schedule A - Can I claim my expenses there?
Mortgage-related expenses - Can I deduct them?
Moving expenses - Can I deduct them?
Personal taxes - Can I deduct those that I pay as an itemized deduction on Schedule A?
Standard deduction - How much is mine?
Student loan interest - Can I claim a deduction for it?
Work-related education expenses - Are they deductible?

Credits

Adoption credit/employer-provided benefits - Am I eligible for this credit or to exclude these benefits?
Child and dependent care credit - Am I eligible to claim it?
Child tax credit or the credit for other dependents - Does my child/dependent qualify?
Credit for the elderly or disabled - Do I qualify?
Education credit - Am I eligible to claim it?
First-time homebuyer credit - Do I need to repay it?
Foreign tax credit - Am I eligible to claim it?
Premium tax credit - Am I eligible to claim it?
Retirement savings contributions credit - Do I qualify?

International

Disposition of U.S. property interest by a nonresident alien - Is federal income tax withholding required?
Foreign earned income - Can I exclude it?
Foreign tax credit - Am I eligible to claim it?
Gambling as a nonresident alien - Are my winnings exempt from federal income tax?
ITIN (individual taxpayer identification number) - Am I eligible to apply?
Married to a nonresident alien - What is my filing status?
Nonresident alien U.S filing requirement - Am I required to file?
Resident or nonresident alien leaving the U.S. - Am I required to obtain a departure permit?

Other topics

Estimated tax payments - Am I required to make these payments?
Foreclosure, repossession, abandonment, loan modification or short sale - How do I report mortgage debt forgiveness?
Heavy highway vehicle use tax - Do I need to pay it?
Injured spouse refund - Do I qualify for this relief?
ITIN (individual taxpayer identification number) - Am I eligible to apply?
Wages - Are mine exempt from federal income tax withholding?

Return to top

免费申报

免费软件或免费可填写的报税表格

免费电子税务申报

 

IRS Direct File

保留更多您赚来的钱

低收入家庭福利优惠(EITC)帮助中低收入工作者和家庭获得税收减免。
 

获得可退还的抵免资源

 

Interactive Tax Assistant YouTube video