Free download
The Pre-Filing Refund Estimate Checklist
Gather the right figures, walk through what actually moves your estimate, and use our filing-method framework to decide between free filing, paid software, or a professional — before you open any filing tool.
- A fillable worksheet for your withholding, income and deduction totals
- The short list of questions that determine your filing complexity
- A plain breakdown of free filing vs paid software vs a CPA
- Official US federal sources to confirm anything before you file
No payment, no account, no waiting for an email — the PDF downloads the moment you submit.