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FAQ

Why don't we, in the US, have free tax return filing?

The USA does NOT have Return-Free Filing (this is where the government calculates your tax bill for you, without your needing to file a return- and I assume what you meant, since we DO have the ability to file for free), and this is entirely distinct from the ability to file a tax return for “free" (a label that completely ignores the time requirements and stress of filing taxes- time which could be better spent on other tasks…) which we DO have, using tax software if you make less than about $66k a year, or free e-forms over that threshold.The USA *should* have Return-Free Filing, but efforts to implement it have been repeatedly obstructed by established interests- notably, tax prep firms, tax attorneys and accountants.Large tax prep firms have donated MILLIONS of dollars to political campaigns (and to ads to support a particular candidate through political action committees and the like), and even to university business and economics departments (last year the CEO of Intuit- the makers of Turbotax- donated $25 million to the business department of Marshall University alone, for instance) to buy influence to obstruct any effort to implement Return-Free Filing…It’s an issue humorously, yet quite stingingly, described by this clip from “Adam Ruins Everything”, for instance:Of course, it's not just donations to politicians that are the problem.As I referred to earlier, tax firms (and their owners) also donate millions of dollars to universities to buy influence, and subtly guide the conversations in academia away from directions that might be critical of the way tax firms have essentially taken taxpayers hostage to use their services, with their own money to file taxes no less:CEO of Intuit and Wife Donate $25M to Marshall University’s...https://www.bizjournals.com/dayt...UNT alum donates $30 million to help students see 'possibilities of what they can achieve'Stephen Ross donates another $50 million to University of MichiganAlso worth noting: the IRS is currently (under Trump) headed up by a former tax attorney- breaking more than 20 years of precedent in not having people with backgrounds in tax firms or as tax attorneys head the IRS:Commissioner of the Internal Revenue Service: Who Is Charles Rettig?Of course, there has been a revolving door between business and government for decades, and former IRS agents have long been finding lucrative positions at tax firms, and former tax firm employees positions in the IRS…http://freshstarttax.com/fresh-s...Former AICPA Tax Executive Committee Chair Named to IRS Advisory Councilhttps://www.google.com/url?sa=t&...Even the IRS website details dozens of high-level advisory committee members who worked for tax law firms:2017 IRPAC Public Report Biographies of All MembersIt's not surprising then that, in at least some cases, these connections influence government policy towards keeping the tax code complicated (so people need tax attorneys to understand it, and minimize tax obligations) and Return-Free Filing a non-option.Return-Feee Filing doesn't need to work for everyone to be beneficial. It doesn't need to be perfect, and it doesn't need to account for every possible complicated tax situation.Simply having the OPTION of the government calculating your tax bill/refund for you, and mailing you a statement of what you owe/ are owed, along with a simplified sheet detailing the calculations in as accessible a manner as possible would make an immense difference for many working people.If you don't make enough to itemize your taxes, Return-Free Filing could save you immense amounts of time and stress. And for those with more complex tax situations, it would provide a baseline level of hassle vs. tax obligation (simply sticking with a government calculation of tax liability based on generalized assumptions/simplifications) that tax firms would have to compete with…

How can I report 1099-int federal tax withheld in efile?

The best place to go is the site www.1099fire.com, you fill out the form and the software will create the file for electronic filing for the 1099-INT.  The Tax Withholding will go to the correct box. You cant use the free fillable forms to file by paper or electronically.  If you look at those forms, they say its for "informational purposes only".

I'm trying to fill out a free fillable tax form. It won't let me click "done with this form" or "efile" which?

From https://www.irs.gov/pub/irs-utl/...  (emphasis mine):DONE WITH THIS FORM — Select this button to save and close the form you are currently viewing and return to your 1040 form. This button is disabled when you are in your 1040 formSo, it appears, and without them mentioning it while you're working on it, that button is for all forms except 1040. Thank you to the other response to this question. I would never have thought of just clicking the Step 2 tab.

Is there any free software to make fillable PDF forms?

while you can create such pdf’s in adobe creator which is generally recommended but wince you have mentioned that you want a free platform, assuming that you have no problem in using online platforms, i would like to recommend someOnline PDF Editor - Create Fillable PDF Forms | JotFormFree PDF Editor & Free PDF Form FillerEdit text and images in PDF filesthese are some of the services which are frequently used and they are online and free, there are some other software's which can be cracked and used as freemium but that would be illegal, and I won’t recommend this either as it is unethical. apart from these services there are many other but since their development is stopped there are problems in themhope my answer has helped you

How do a make a fillable PDF file required to be saved under a different name so it doesn't' override the original form?

Either make a copy of the file before filling it in so the original is always preserved or add a button to SAVE AS.There is (as far as I know) no simple way to stop it writing over the original if the user presses SAVE.Possibly you could write some Javascript (attached to a button) that would do a Save As and then close the PDF without saving - but that still wouldn’t stop the user from simply pressing File Save.

How do I make a PDF a fillable form?

1. Open it with Foxit PhantomPDF and choose Form Form Recognition Run Form Field Recognition . All fillable fields in the document will be recognized and highlighted.2. Add form fields from Form Form Fields click a type of form field button and the cursor changes to crosshair . And the Designer Assistant is selected automatically.3. All the corresponding type of form fields will be automatically named with the text near the form fields (Take the text fields for an example as below).4. Click the place you want to add the form field. To edit the form field further, please refer to the properties of different buttons from “Buttons”.

Is there a service that will allow me to create a fillable form on a webpage, and then  email a PDF copy of each form filled out?

You can use Fill which is has a free forever plan.You can use Fill to turn your PDF document into an online document which can be completed, signed and saved as a PDF, online.You will end up with a online fillable PDF like this:w9 || FillWhich can be embedded in your website should you wish.InstructionsStep 1: Open an account at Fill and clickStep 2: Check that all the form fields are mapped correctly, if not drag on the text fields.Step 3: Save it as a templateStep 4: Goto your templates and find the correct form. Then click on the embed settings to grab your form URL.

How do I fill out a fillable PDF on an iPad?

there is an app for that !‎Form 12203 /4407715 Free File Fillable Forms Fill & Sign on the App Store
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