Review Tax Return
This feature scans your return for errors, missing information, and audit risks before you file.
What is Smart Check (or Review)?
This happens when the IRS does not accept a return due to incorrect or mismatched information.
What is a rejected tax return?
This is the process of submitting a tax return digitally to the IRS.
What is e-filing?
This filing status is for unmarried individuals with no dependents.
What is Single?
This feature allows users to reset their password if they forget it.
What is “Forgot Password”?
You should complete this step before submitting your return to ensure accuracy.
What is reviewing your tax return?
A common rejection reason involving dependents occurs when this has already been claimed on another return.
What is a Social Security number?
This is typically required to electronically sign and verify a tax return.
What is last year’s AGI or a self-select PIN?
This status is typically available to unmarried taxpayers who paid more than half the cost of keeping up a home for a qualifying person.
What is Head of Household?
This added layer of security may require a code sent to a phone or email.
What is two-step verification (or multi-factor authentication)?
This section allows users to preview their full 1040 form before filing.
What is the Tax Summary or Print/Preview Return section?
If the AGI from last year doesn’t match IRS records, the return may be rejected for this reason.
What is AGI mismatch?
This benefit of e-filing allows taxpayers to receive refunds more quickly.
What is faster processing and faster refunds?
Married couples who choose to file together select this status.
What is Married Filing Jointly?
Users may be locked out after multiple unsuccessful attempts at entering this.
What is a password?
This is a common reason the review section flags an error before filing.
What is missing information (such as a Social Security number or income form)?
After correcting an error, this is the next step to resubmit the return.
What is re-e-file the tax return?
This status indicates the IRS has received and approved the tax return.
What is “Accepted”?
This filing status may result in higher taxes but separates liability between spouses.
What is Married Filing Separately?
This should be updated if a user suspects unauthorized access to their account.
What is their password?
This action allows a user to download a PDF copy of their completed tax return.
What is selecting “Download/Print Return (PDF)”?
If a return continues to be rejected electronically, the taxpayer may need to do this instead.
What is file by mail?
This tool allows taxpayers to track their refund after e-filing.
What is “Where’s My Refund?”
This filing status is available to a surviving spouse with a dependent child for up to two years after a spouse’s death.
What is Qualifying Widow(er)?
This secure method allows users to access their account without remembering a password.
What is account recovery using verification codes or secure login link?