A first return feels intimidating, mostly because nobody explains the shape of it. Here is the shape.
Who has to file
Whether you are required to file depends on your income, your filing status and your age. Even when you are not required, filing is often worth it — that is how withheld tax gets refunded and how certain credits are claimed.
You need an identifying number
Either a Social Security number or an ITIN. If you are not eligible for a Social Security number, an ITIN application goes in with the return — our guide on ITINs covers how that works.
Gather these
- Every W-2 and 1099 you received.
- Identification for everyone on the return.
- Bank details for direct deposit.
- Records of any income not reported on a form.
- Anything about dependents you will claim.
Two things worth knowing
First, your tax situation depends on your residency status for tax purposes, which is a separate question from immigration status and is determined by specific tests. It changes which forms apply.
Second, filing a return is a tax matter. It is handled by the IRS and it is separate from immigration processes.
Keep a copy of every return you file, permanently. You will be asked for prior returns in more situations than you expect.
Sit down with us
A first return is worth doing with someone who can explain each part in the language you are comfortable in. Call (432) 257-7547 or come by 700 C Andrews Hwy in Midland. We work in English and Spanish.
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