Self-File Tax Center

What this centre covers, and what it does not

These are the situations we have written up, and the ones we have not. Pick the line closest to your year and we will say how far this centre goes on it. This is a note about our own pages: it decides nothing about your return, and it is not a view on whether you should use a professional.

1. Which of these is closest to your year?

• Wages only, one employer, no other activity — Covered here

  The wage workflow, the filing requirement question and the post-filing operations are all covered.

• Wages plus bank interest and ordinary dividends — Covered here

  Supported while the facts stay inside the certified scope: the categories exist, and the schedule question is a stated instruction rather than a computation.

• Self-employment or platform work — Covered, after a step in another centre

  The filing sequence and the return components are supported. The classification and expense law comes from the Gig Worker Center first.

• Military pay or allowances — Covered, after a step in another centre

  The filing workflow is supported once the Military Tax Center has characterised the pay items.

• A small number of security or digital asset sales with known basis — Covered here

  The dispositions form and capital gains schedule workflow is covered.

• Sales where the reader does not know the basis — Turns on facts we cannot see

  Whether the workflow can proceed depends on whether the basis can be established from the reader's own records.

• One residential rental with ordinary income and expenses — Covered here

  The supplemental income schedule workflow and its records are covered. Loss limitation and depreciation questions are not.

• A K-1 raising basis or at-risk questions — Outside what this centre covers

  Requires entity-level history outside a filing workflow.

• Pension, IRA or Social Security income — Covered here

  The statements, the part of the return they feed and the records are covered. How much of a benefit counts turns on the whole year, and distribution-code questions are not covered.

• Marketplace health coverage during the year — Covered here

  The reconciliation requirement, the statement it comes from and the form that carries it are covered. No amount and no eligibility is worked out.

• Something wrong on a return already filed — Covered here

  What the correction route is, and which form carries it, are covered. Whether any particular return should be amended is not something we decide.

• Foreign accounts, foreign assets or filing from abroad — Outside what this centre covers

  Separate information-reporting regimes not researched in SF2.

• An S corporation or partnership return — Outside what this centre covers

  Self-File is an individual-return centre.

• Living or working in more than one state — Turns on facts we cannot see

  The federal workflow is unaffected. State filing depth is deferred, so Self-File states the boundary rather than answering it.

• The reader has not described their situation — Nothing stated yet

  No support determination can be made without stated facts.