Direct 2023 tax filing w/IRS. Trial this year. More later?

Limited to twelve states (where you resided in 2023) and only simple returns for trial run filings in 2024 for 2023 income.

  • Arizona
  • California
  • Florida
  • Massachusetts
  • Nevada
  • New Hampshire
  • New York
  • South Dakota
  • Tennessee
  • Texas
  • Washington state
  • Wyoming

The pilot is not an option for you if you did not live in one of the 12 participating states in 2023.

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I think this is a great (long overdue) step from the IRS.

As an AARP Tax Aide volunteer, I think that many of the people who could use it (especially the elderly who are the primary client base of AARP Tax Aide) might not be tech-savvy enough to use it. But younger taxpayers probably will benefit once they learn about it, especially workers whose only source of income is reported on a W-2.

The IRS web site doesn’t say that the government will fill in the numbers (e.g. wages from W-2) the way that some European countries do. The taxpayer will still need to fill in the income numbers in the pilot program.

Wendy

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