Apply today — you could get a loan for up to $1,300. Applications close Dec. 31, 2024. Explore Emerald Advance® Loan

Explore All Help Center Topics

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

1 min read

1 min read


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.

Was this topic helpful?

Recommended articles

Online

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

Online

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

Finalizing Your Return

How Do I Get My AGI From Last Year?