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 are the common form you might need to file taxes with H&R Block Online:

  • Valid identification (usually your driver’s license or state ID)
  • 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

How do I claim the unemployment income exclusion for my state?

How do I change my account or downgrade my H&R Block online tax program? Can I switch to H&R Block Free Online?

How Do I Connect to H&R Block With Online Chat?

Find out how you can connect to an H&R Block representative through online chat. Follow these steps from the team at H&R Block.

How Do I Get My AGI From Last Year?

If you’re e-filing your taxes, you will be asked for your prior-year AGI. Find out from the experts at H&R Block how to get your AGI from last year.