When Does E-file Open for the 2023 Tax Year?

Electronic filing, or e-file, allows taxpayers to submit returns digitally. The Internal Revenue Service (IRS) opens its e-file system annually, marking the start of tax season for most taxpayers. This date signals when the IRS begins accepting and processing federal income tax returns.

Key Dates for Filing

For the 2023 tax year, the IRS began accepting individual federal income tax returns on January 29, 2024. Taxpayers could submit returns electronically through tax software or a professional from this date. The primary deadline for most individual taxpayers to file their 2023 federal income tax returns, or to request an extension, was April 15, 2024. If additional time was needed, an extension could be requested, typically providing until October 15, 2024, to file. However, an extension to file does not extend the time to pay taxes owed, which remain due by the April deadline to avoid penalties and interest.

Preparing Before Filing Season

Before e-file opens, taxpayers can take steps to streamline tax preparation. Gather all necessary financial documents, such as Forms W-2 from employers, Forms 1099 for income like interest or dividends, and receipts for potential deductions or credits. Organizing these records, physically or digitally, helps ensure accuracy and completeness when preparing the return.

Taxpayers should also consider their preferred tax preparation method: online tax software, desktop software, or a professional tax preparer. If using software, setting up accounts or ensuring existing ones are current can save time. Understanding common deductions and credits, such as those for educational expenses or homeownership, allows for a more informed and beneficial filing experience.

After Submitting Your Return

After successfully e-filing, taxpayers typically receive an email confirmation from their tax software provider or the IRS, indicating the return’s receipt and acceptance. After acceptance, taxpayers can track their refund status using the IRS “Where’s My Refund?” tool on the IRS website or IRS2Go mobile application. To use this tool, taxpayers will need their Social Security or Individual Taxpayer Identification Number, filing status, and the exact refund amount.

The IRS generally issues most refunds within 21 days of an accepted electronically filed return, provided there are no issues. Taxpayers should keep copies of the submitted return and all supporting documents for at least three years from the filing date. The IRS may send correspondence if they have questions or need additional information regarding the return.