Frequently Asked Questions

About MyFreeTaxes

What is MyFreeTaxes?

United Way partners with H&R Block to provide its premium online tax filing software to help people easily and accurately file their federal and state taxes through MyFreeTaxes. You can easily access MyFreeTaxes.com from your computer or the palm of your hand, and can file federal and up to three state returns for free.

Is it really free? 

Yes, it’s really free. MyFreeTaxes is the only free, national, online tax filing product offered by a nonprofit. United Way is committed to ensuring that you can easily and accurately file your taxes to receive the refunds you deserve. MyFreeTaxes is a free, safe and simple way for individuals or households earning less than $66,000 to file federal and up to three state taxes. 

How can I be sure my taxes will be accurate?

Our filing software is powered by H&R Block, which guarantees that tax returns are 100 percent accurate. So, don’t stress, because anyone who uses MyFreeTaxes is guaranteed to receive the maximum refund they deserve. 

How can I be sure my information is secure?

The MyFreeTaxes filing software is powered by H&R Block, which uses the highest industry standards to safeguard your information. United Way does not have access to any of your personal information. 

What does MyFreeTaxes include?

H&R Block to provides its premium online tax filing software through MyFreeTaxes and always offers filing of federal and up to three state taxes for free. In addition, MyFreeTaxes provides more forms and guidance than any other free product on the market. The 2017 version of includes beyond basic forms for your complex filing situations.

How long will it take me to file my taxes with MyFreeTaxes?

Most people complete their taxes under an hour. MyFreeTaxes is simple to use; just upload a picture of your W-2 and MyFreeTaxes will automatically fill in your information. 

Why does United Way offer MyFreeTaxes?

United Way fights for the health, education and financial stability of every person, in every community. We give people the financial education and tools to build a solid foundation that improves their lives and the lives of their children. For millions of Americans, tax refunds and credits are essential to their financial stability and success. That’s why United Way teamed up with H&R Block to help people save more of their hard-earned money – and, to date, almost a million people have used MyFreeTaxes, bringing over $1.4 billion in refunds back to our local communities. To learn more about other ways you can get smart about your money, visit www.UnitedWay.org or contact your local United Way.

When are my 2017 taxes due?

Your federal tax returns are due by Tuesday, April 17, 2018, unless you file for an extension

How early can I start filing my taxes using MyFreeTaxes?

The IRS will begin accepting 2017 tax returns on Sunday, January 29.

What’s different about MyFreeTaxes compared to other e-file products?

MyFreeTaxes is the only free, national, online tax filing product offered by a nonprofit. MyFreeTaxes provides more forms and guidance than any other free product on the market. The 2017 version of includes beyond basic forms for complex filing situations. We also offer a helpline throughout the tax season staffed by IRS-certified specialists available to answer any of your tax related questions. 

How long has MyFreeTaxes been around?

United Way and H&R Block have provided free tax filing services online for federal and state taxes in all 50 states and the District of Columbia since 2009.

MyFreeTaxes was started by United Way and partners, to promote free online tax filing when there were limited free online options, particularly for low- and moderate-income filers.  The site was generously funded by the Walmart Foundation from 2009 to 2015, and expanded in partnership with One Economy, National Disability Institute and Goodwill Industries International.  We now have generous sponsorship from H&R Block to continue to expand the reach of MyFreeTaxes and help as many people as possible file their taxes for free in a safe, convenient online experience.

How many people have used MyFreeTaxes?

Through MyFreeTaxes, H&R Block and United Way helped more than 950,000 taxpayers claim every credit and deduction they deserve. These credits maximize filers’ refunds and provide important opportunities for individuals and families to build financial stability.

Before You Start Filing

When are my 2017 taxes due?

Your federal tax returns are due by Tuesday, April 17, 2018, unless you file for an extension. 

How early can I start filing my taxes using MyFreeTaxes?

The IRS will begin accepting 2017 tax returns on Sunday, January 29. 

Is it really free? 

Yes, it’s really free. MyFreeTaxes is the only free, national, online tax filing product offered by a nonprofit. United Way is committed to ensuring that you can easily and accurately file your taxes to receive the refunds you deserve. MyFreeTaxes is a free, safe and simple way for individuals or households earning less than $66,000 to file federal and up to three state taxes. 

How can I be sure my taxes will be accurate?

Our filing software is powered by H&R Block, which guarantees that tax returns are 100 percent accurate. So, don’t stress, because anyone who uses MyFreeTaxes is guaranteed to receive the maximum refund they deserve. 

How can I be sure my information is secure?

The MyFreeTaxes filing software is powered by H&R Block, which uses the highest industry standards to safeguard your information. United Way does not have access to any of your personal information. 

Who is eligible to file using MyFreeTaxes?

MyFreeTaxes is a free, safe and simple way for individuals or households earning less than $66,000 to file federal and up to three state taxes.

Can I import my 2016 tax return?

Yes, we offer several options to easily import your return. You can simply upload a PDF of last year’s tax return or import last year’s return from TurboTax, TaxAct, or any other tax preparation company. 

Can I file my taxes if I have an Individual Tax Identification Number (ITIN) instead of a Social Security number?

Yes, you can still file your taxes using an ITIN. The IRS does not share information about ITIN taxpayers with the Bureau of Citizenship and Immigration Services or Immigration and Customs Enforcement (ICE). Please note that if reporting wage income, your W-2 must show a Social Security Number in box (a); the software will not accept ITINs entered in that box. For more information on ITINs, please consult IRS publication 519, "U.S. Tax Guide For Aliens"

Can I file my taxes using MyFreeTaxes if I am not a U.S. resident?

Only U.S. residents and resident aliens may use this software program to file their tax returns. We don’t offer the 1040NR form for nonresident aliens to file their taxes. For more information on claiming resident alien vs. nonresident alien status for tax purposes, please consult IRS publication 519, "U.S. Tax Guide For Aliens"

Can I file multiple states?

Yes, you can file up to three state returns for free.

Can I file if I am a contractor (Schedule C or 1099)?

Whether you’re a freelancer, an independent contractor, or have a side-job, MyFreeTaxes ensures you get every dollar you deserve. MyFreeTaxes offers specialized forms for self-employed filers.

Can I file if I have income from stocks or bonds, etc.?

Yes, you can! Our simple interview format will guide you through your stocks, bonds, mutual funds, and help you report any capital gains or losses using Schedule D. 

Can I file if I donated to a charity?

Sure! We love giving back. 

Can I file previous years taxes?

Unfortunately, we don’t offer the ability to file past due taxes. 

Do I need my AGI from last year to e-file?

Yes, you will need your AGI from last year to e-file. The IRS discontinued the use of the e-file PIN option in 2017. In order to e-file using any tax preparation software, you will need to enter last year’s AGI to verify your identity. Good news, your Adjusted Gross Income (AGI) will be transferred automatically if you e-filed with MyFreeTaxes last year. 

Can I file joint returns?

Yes, you can! Our simple interview format will guide you through your joint return.  Your overall income under a joint return must be less than $66,000.   

E-Filing Questions

When are my 2017 taxes due?

Your federal tax returns are due by Tuesday, April 17, 2018, unless you file for an extension

How early can I start filing my taxes using MyFreeTaxes?

The IRS will begin accepting 2017 tax returns on Sunday, January 29.

Can I import my tax return from last year?

Yes, we offer several options to easily import your return. You can simply upload a PDF of last year’s tax return or import last year’s return from TurboTax, TaxAct, or any other tax preparation company.

Can I file from my laptop, phone or tablet?

Yes, MyFreeTaxes is mobile optimized so you can easily access MyFreeTaxes.com from your computer, tablet or smart phone. 

What if I need help or have a question? 

We offer you free customer support, in English and Spanish, from IRS-certified specialists right from the palm of your hand. You can call us or use the chat box to get assistance from a real person in real time. The MyFreeTaxes helpline is available from April 21 through October 15, 2018 from 10:00 a.m. to 6:00 p.m. EST Monday through Friday.

How can I be sure I’m using MyFreeTaxes versus H&R Block’s paid products? 

Look for our MyFreeTaxes logo on the top-left of your screen. Once you click “Get Started,” a separate screen will pop up for you to create your account with H&R Block. After you create your account, you’ll know you’re using MyFreeTaxes because you’ll see our logo in the top left-hand side of your screen. This will be on every screen except your account creation page. 

After I file with MyFreeTaxes, can I still access my return?

Yes, you can! Simply log back into your account and, on the left-hand side, click “My Previous Taxes.”

Can I see my refund process throughout the e-file experience?

Yes, you can! Throughout the filing process we display your state and federal refund amounts on the left-hand side so you can see how and why your refund changes while you file your taxes.

Can I claim the EITC if I qualify?

Sure! We automatically screen to see if you are eligible to claim the Earned Income Tax Credit (EITC), or any other tax credit, for free. 

What are the full list of forms that are included?

Check out the full list of state and federal forms that we offer for free. 

Tax forms and topics that are not included: 

While MyFreeTaxes is comprehensive and includes most forms for your filing needs, there are a few forms listed below that are not supported. Please note this list is not exhaustive. If you have any questions about this, please contact our Helpline by clicking on the chat button in the bottom right corner of the webpage.

  • 1040NR
  • 1040PR
  • 1041 Income Tax Return for Estates and Trusts
  • 1065 U.S. Return of Partnership Income
  • 1120 U.S. Corporation Income Tax Return
  • 1120S Income Tax Return for an S Corp
  • Form 709 Gift Tax Return
  • Clergy Worksheet (pub 517)
  • 1099-LTC Long-Term Care Contracts, Archer MSA
  • Net operating loss carried forward from a year prior to 2017
  • Form 6198 At-Risk Limitations
  • Claiming both the Self-employed Health Insurance Deduction and Premium Tax Credit
  • Form 8938, Statement of Foreign Financial Assets
  • IRAs inherited from someone other than a spouse
  • Form 8962 Part IV Shared Allocation of Policy Amounts

What is Adjusted Gross Income (AGI)- Why do I need it, and how do I find it?

Your AGI is equal to the total income you report that is subject to income tax minus specific deductions. Your AGI is calculated before any exemptions or the standard deduction. You will need your AGI from last year to e-file. The IRS discontinued the use of the e-file PIN option in 2017. In order to e-file using any tax preparation software, you will need to enter last year’s AGI to verify your identity. Good news, if you previously e-filed with MyFreeTaxes, your AGI will be transferred automatically last year. You can also find your AGI by looking at your return from last year on line 37 of Form 1040; line 21 on Form 1040-A, or line 4 on Form 1040-EZ. View alternative options to find your AGI here.

This is my first time I’ve ever filed my taxes, what do I need to know?

MyFreeTaxes uses H&R Block’s premium online tax filing software which is designed to be simple for any filer regardless of experience or circumstance. Your filing experience is in an interview format. We check for errors and screen for credits and deductions. For a stress-free filing experience, the MyFreeTaxes filing software is powered by H&R Block, which guarantees that tax returns are 100 percent accurate. Everyone that uses MyFreeTaxes is guaranteed to receive the maximum refund to which they are entitled. Of course, if you have any questions you can connect with our expert IRS-certified specialists by calling 1-855-My-TX-Help or chat directly from MyFreeTaxes.com. 

How do I save my return so I can finish it later?

On the top right-corner click “Save and Exit”. You can finish your return by computer, tablet or smartphone, regardless of the technology you started it on. 

What if I don’t want to or can’t e-file?

If you prefer to file your taxes in person, you can visit a Volunteer Income Tax Assistance (VITA) site. VITA site location information is available on MyFreeTaxes.com or by calling our free helpline: 1-855-My-TX-Help.

Getting Your Refund

How soon will I get my refund?  

Depending on how you chose to receive your tax refund, it may take two to five business days from the date indicated by the IRS for your bank to process your refund. You can check the status of your refund here

Why is my refund delayed?

Because of the PATH Act (federal legislation that was enacted in December 2015), the IRS will delay refunds for up to six weeks. This ONLY affects you if you claimed the Earned Income Tax Credit (EITC) and/or the Child Tax Credit (CTC), regardless of how you file. This additional time helps the IRS stop fraudulent refunds and identity thieves. Be wary of ‘refund advances’ which are often loans where you could be charged fees or interest. Unfortunately, no one can make your refund arrive faster. 

How can I get my refund?

MyFreeTaxes offers three ways to receive your refund. You can get your refund by direct deposit, paper check, or H&R Block’s Emerald Card. 

  • Direct Deposit: You can split your refund between three different bank accounts, which could help you save some of your return. Check out these smart money management tips from United Way’s MySmartMoney.
  • Paper Check: The IRS will mail your refund via check. This could take between six to eight weeks once the IRS accepts your federal return. 
  • Emerald Card: Once the IRS processes your return, your refund will be loaded onto the Emerald Card, H&R Block’s prepaid Mastercard. The Emerald Card, which will be mailed to you, is a reloadable card that can be used at stores and ATMs, and your funds are FDIC insured.  The card can be managed online to check balances, transactions, and make payments. 

While there’s no annual fee or monthly activity fees, there are some fees associated with the Emerald Card, so make sure you review the Fee Schedule. H&R Block provides some Frequently Asked Questions about the Emerald Card, and there is a toll-free Card Center for support once you receive your Emerald Card – 1-866-353-1266. If you select the Emerald Card, you will be asked to sign disclosures required to set up the Emerald Card. Please review these documents and instructions carefully.

IRS Questions

What is the VITA program? 

The Volunteer Income Tax Assistance (VITA) program provides free in-person basic tax returns for low-to-moderate income taxpayers. You can read more here.

How are my rights protected during tax time?

Internal Revenue Service prohibits discrimination against taxpayers on the basis of race, color, national origin, disability, sex, age, or reprisal. Taxpayers with a disability may request accommodations. You can read more here.