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Step 2 of 3 · Simple Tax Return Checklist for W-2 Workers

Choose method and e-file

Choose method and e-file — step 2 of 3 in Simple Tax Return Checklist for W-2 Workers. Simple W-2 only: reputable software often enough. Multiple states, self-employment, rental, big life events: preparer.

Choose method and e-file — step 2 photo from Simple Tax Return Checklist for W-2 Workers

Free personal finance tip: Choose method and e-file (step 2 of 3 from "Simple Tax Return Checklist for W-2 Workers").

Simple W-2 only: reputable software often enough. Multiple states, self-employment, rental, big life events: preparer.

E-file, save PDF confirmation, note refund/payment date.

Pro tip: If a form is missing by mid-February, contact payroll — don't invent numbers.

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Simple Tax Return Checklist for W-2 Workers

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