Choose the level of support that works best for you. Prepare your return online, receive professional guidance, or let an Intertax Block expert handle the entire process.
Prepare your own tax return through a guided and secure online experience designed to keep the process simple and organized.
Get started See how self-service worksPrepare your return online while receiving professional assistance and answers from an Intertax Block tax advisor.
Get started See how Expert Assist worksIncludes everything in Self-Service +
Work with a dedicated tax professional who will prepare and complete your tax return from beginning to end.
Get started See how Full Service worksIncludes everything in Expert Assist +
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“The process was organized, simple and very professional. I uploaded my documents through the portal and always knew what stage my return was in. The team answered my questions clearly and made the entire experience much easier.”
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Intertax Free 1040 is designed for qualifying taxpayers with a basic Form 1040 tax situation. Eligibility is based on income, filing status, household information and the forms or schedules required to complete the return.
To qualify, the taxpayer must meet the annual Intertax Free 1040 income limit and have a tax situation covered by the program. Eligibility is confirmed after the information and tax documents are reviewed through our application.
A return may qualify for Intertax Free 1040 when all applicable program requirements are met, including:
Subject to final eligibility review, Intertax Free 1040 may include:
A paid filing option will generally be required when the return includes:
Dependents and certain refundable credits may require additional due diligence, documentation and tax forms. Returns claiming the Earned Income Tax Credit, Child Tax Credit or other credits may therefore require a paid filing service unless Intertax Block expressly includes them in the current season’s Free 1040 program.
You may begin your return through the Intertax Block application at no cost. If the information you enter requires forms or services that are not included in Intertax Free 1040, we will notify you before preparation continues under a paid service. You will be shown the applicable service and price before being charged.
State returns, amended returns, prior-year returns, professional consultations, audit support and additional services are not included unless expressly stated.
Intertax Free 1040 eligibility is subject to the income limits, tax forms, filing statuses and other requirements established for the applicable filing season.
Meeting an income requirement alone does not guarantee eligibility. A return may require a paid service when additional forms, schedules, credits, deductions, tax research or professional review are necessary.
The program income limit may be based on household income, adjusted gross income, federal poverty guidelines or another measure selected and published by Intertax Block for the applicable tax year.
A state tax return is not automatically included. State filing fees and other charges may apply.
Starting an application does not guarantee that the completed tax return will qualify for free filing. The taxpayer will receive notice before being moved to a paid service.