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.

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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.

What Do I Do If I’m Not Receiving H&R Block Emails?

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H&R Block Filing Fees on Your Credit or Debit Account

Are you wondering when you’ll be charged after filing your return with H&R Block? Learn more about the H&R Block filing fees here.