What Do I Need to File Taxes With H&R Block Online?

As a part of the process for filing your taxes, the program will ask you questions and use your answers to complete the appropriate forms. To make answering the questions easier, gather your financial info and any tax documents sent to you, and keep them handy.

Depending on your tax situation, here’s what you might need to file taxes with H&R Block Online:

  • W-2 – A form you receive from your employer showing your wages and deductions
  • Form 1098 – There are multiple versions of this form. It can report mortgage interest, certain charitable donations, tuitionexpense, and student loan interest.
  • Form 1099 – There are multiple versions of this form. It can report income from self-employment earnings, interest and dividends, government payments, and more.
  • Last year’s federal return
  • Bank statements
  • Mortgage statements
  • Unreimbursed work-related expenses

The program also has a feature that lets you import online what you need to file your taxes. Aside from basic info, the program also imports employer information from your W-2, interest income from your Schedule B, rental income from your Schedule E, deductions and credits, and more.

Related Resources

Does H&R Block Online Support Nonresident or Part-Year Resident State Taxes?

Do you need to file nonresident or part year resident state taxes? With H&R Block Online, you can file both. Learn more with detailed information.

How Can I Determine H&R Block’s Form Availability?

Find out which forms are available with H&R Block Online. As you fill out your online tax return we can help you locate those forms.

H&R Block Online Help: Browser Compatibility

Online filing can make things easy, but how do you know if the program will work on your computer or browser? H&R Block Online Support can help.

Why Did My H&R Block Import Fail?

Learn more about why imports can fail with help from H&R Block. This can happen for a variety of reasons, from technical malfunctions to errors in the filing process.