🎓 Beginner Level

How to File Your Taxes

The Super Simple Guide

Filing taxes is just telling the IRS:
"Here's how much money I made, and here's whether I owe money or get money back."

There are only 5 steps. 🎯

1

Collect Your Income Forms

These are like report cards that show how much money you made.

📄

W-2

From a regular job

💼

1099-NEC

Freelance or gig work

📱

1099-K

Payments through apps like PayPal, CashApp, etc.

✅ You need these to file.

2

Pick Your Filing Status

This is your category:

Single

Most common for individuals

Married Filing Jointly

For married couples

💡 Most high schoolers → Single

3

Choose Your Deduction

A deduction lowers how much money gets taxed.

Option A: Standard Deduction

Most people take this! It's an automatic amount the IRS doesn't tax.

📋

Option B: Itemized Deductions

Only if you have large expenses like mortgage interest or big medical bills.

👉 Most beginners → Use the standard deduction

4

Enter Your Info Into Tax Software

You don't do the math yourself. 🎉

Popular options:

TurboTax

H&R Block

Cash App Taxes

IRS Free File

📝 Type in the numbers from your forms and answer simple questions.

The software tells you:

  • If you get a refund, or
  • If you owe money
5

Submit Your Return (E-file)

E-file means turning it in digitally.

💸 If you get a refund, the IRS sends it directly to your bank account!

💡

Bonus: Why You Get a Refund

A refund means your job took too much tax out of your paychecks all year. The IRS is giving you the extra back. It's like getting change after buying something!

Important Deadline

April 15 – taxes are due every year

🎯Quick Summary

Get your forms → type them into tax software → take the standard deduction → submit → done!

📊 Want to estimate your refund?

Use our free refund estimator to see how much you might get back this year.

Try the Refund Calculator