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Income tax amount is the total of IRS Form 1040 line 22 minus Schedule 2 line 2. Enter the amount of earnings from work in 2021. This information may be on your W-2 forms, or on IRS Form 1040 line 1 + Schedule 1 lines 3 + 6 + Box 14 (Code A) of IRS Schedule K-1 (Form 1065).

The notable change in the October 2023 revision of Form W-9 is the addition of a new line 3b. Flow-through entities, which pass their income through to their owners or partners for tax purposes, are now required to complete this line if they have direct or indirect foreign partners, owners, or beneficiaries.

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As long as you meet the eligibility criteria for the IRS Free File provider's offer you selected, you must not be charged for the electronic preparation and filing of a federal tax return. Some IRS Free File providers do charge a fee for state tax preparation.

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