Free File Fillable Forms does very little math for you. You must calculate most values yourself and enter them manually — that’s exactly what EZFile does.
Before You Start
You’ll need:- Your completed return summary from EZFile
- Your original W-2 (for your full SSN)
- Your bank account info (for direct deposit)
- Prior year AGI or self-select PIN
Step 1: Create Your Account
Go to Free File Fillable Forms
Create an account
You’ll need:
- Your full SSN
- Date of birth
- Prior year AGI (from last year’s return) OR prior year self-select PIN
Step 2: Personal Information
Click on each field and type the value:| Field | What to Enter | Source |
|---|---|---|
| First name and middle initial | Your legal name | W-2 Box e |
| Last name | Your legal last name | W-2 Box e |
| Social security number | Your full SSN | W-2 Box a |
| Filing status | Check “Single” | Always Single for EZFile users |
| Digital assets question | Check “No” | Unless you had crypto |
Step 3: Address Section
| Field | What to Enter | Source |
|---|---|---|
| Home address | Your current mailing address | May differ from W-2 Box f |
| City, state, ZIP | Current city, state, ZIP | — |
Step 4: Income Section
| Line | Field Name | Value to Enter | Source |
|---|---|---|---|
| 1a | Wages, salaries, tips | [From your return] | Sum of all W-2 Box 1 amounts |
| 1z | Add lines 1a through 1h | Same as Line 1a | For W-2 only, just 1a |
| 9 | Total income | Line 1z + Line 8 | Line 8 from Schedule 1 if applicable |
Step 5: Adjustments Section
If you have student loan interest
If you have student loan interest
You’ll need to add Schedule 1 first:
The value flows to Form 1040 Line 10.
- Click “Add Form” or ”+” button
- Search for “Schedule 1”
- Select “Schedule 1 (Form 1040)”
| Line | Field Name | Value |
|---|---|---|
| 21 | Student loan interest deduction | [From your return] |
| 26 | Total adjustments | Same as Line 21 |
| Line | Field Name | Value to Enter | Source |
|---|---|---|---|
| 10 | Adjustments to income | [Schedule 1, Line 26] | Student loan interest |
| 11 | Adjusted gross income | Line 9 - Line 10 | This is your AGI |
Step 6: Deductions Section
| Line | Field Name | Value to Enter | Source |
|---|---|---|---|
| 12a | Standard deduction | 17,750 | 17,750 if 65+ |
| 12b | Charitable deduction | $0 | Not itemizing |
| 12c | Add Schedule 1-A | [From your return] | Tips/overtime/car/senior |
| 13 | Qualified business income | $0 | W-2 only, no QBI |
| 14 | Total deductions | 12a + 12b + 12c + 13 | Sum |
| 15 | Taxable income | Line 11 - Line 14 | Cannot be negative |
If you have Schedule 1-A deductions
If you have Schedule 1-A deductions
You’ll need to add Schedule 1-A:
The value flows to Form 1040 Line 12c.
- Click “Add Form”
- Search for “Schedule 1-A”
- Select “Schedule 1-A (Form 1040)”
| Line | Field Name | Value |
|---|---|---|
| 1 | Tip income deduction | [From your return] |
| 2 | Overtime pay deduction | [From your return] |
| 3 | Auto loan interest | [From your return] |
| 4 | Senior deduction | [From your return] |
| 5 | Total | Sum of Lines 1-4 |
Step 7: Tax Section
| Line | Field Name | Value to Enter | Source |
|---|---|---|---|
| 16 | Tax | [From your return] | Calculated from brackets |
| 17 | Schedule 2, line 21 | $0 | No AMT |
| 18 | Add lines 16 and 17 | Same as Line 16 | — |
| 19 | Nonrefundable credits | [From your return] | Saver’s Credit if eligible |
| 22 | Subtract Line 19 from 18 | Line 18 - Line 19 | Cannot go below $0 |
| 23 | Other taxes | $0 | — |
| 24 | Total tax | Line 22 + Line 23 | Your total federal tax |
If you have Saver's Credit
If you have Saver's Credit
You’ll need to add Form 8880:
The value flows to Schedule 3 Line 4, then to Form 1040 Line 19.
- Click “Add Form”
- Search for “8880”
- Select “Form 8880”
| Line | Value |
|---|---|
| 1 | Retirement contributions (W-2 Box 12) |
| 2 | $2,000 |
| 3 | min(Line 1, Line 2) |
| 4 | Credit rate (50%, 20%, or 10% based on AGI) |
| 5 | Line 3 × Line 4 |
Step 8: Payments Section
| Line | Field Name | Value to Enter | Source |
|---|---|---|---|
| 25a | Federal tax withheld from W-2s | [Sum of all W-2 Box 2] | From your return |
| 25d | Total federal tax withheld | Same as Line 25a | — |
| 27a | Earned income credit | [From your return] | If eligible |
| 33 | Total payments and credits | Line 25d + Line 27a | Total |
Step 9: Refund or Amount Owed
- If you're getting a refund
- If you owe
| Line | Field Name | Value |
|---|---|---|
| 34 | Overpaid | Line 33 - Line 24 |
| 35a | Refunded to you | Same as Line 34 |
| 35b | Routing number | Your bank routing number |
| 35c | Account type | Checking or Savings |
| 35d | Account number | Your bank account number |
Step 10: Signature Section
| Field | What to Enter |
|---|---|
| Your signature | E-sign with Free File Fillable Forms |
| Date | Date you file |
| Occupation | Your job title |
| Identity Protection PIN | If you received one from IRS (optional) |
| Phone number | Your phone number |
Step 11: Review and Submit
After You File
Track Your Refund
Use “Where’s My Refund?” to track your refund status
Typical Timeline
E-filed returns with direct deposit: refund typically arrives in ~21 days
Need Help?
If you have questions while filing:- Use
/ezfile:explain <topic>to understand any tax concept - Use
/ezfile:reviewto see your return summary again - Check the IRS Free File FAQ