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Review & File Your Return

Step-by-step instructions for reviewing your return and filing with the IRS.

8 steps12 minBeginner
Progress0%

Before you can review and file, make sure every section of your return is complete. Check the sidebar for any sections with a yellow warning icon—these indicate incomplete or missing information.

At minimum, you should have: • All W-2s and 1099s entered under Income • Deductions reviewed (even if you're taking the standard deduction) • Personal information verified (name, SSN, address, filing status) • Dependents added if applicable

FileJoy won't let you file with critical missing information, but it's best to be thorough before moving to the review stage. A complete return means a smoother review with fewer issues to fix.

Sidebar Progress Tracker

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Check the sidebar for any incomplete sections before starting your review

Pro Tip

Use the progress tracker in the sidebar to see which sections are complete. Aim for 100% before starting your review.

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