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How Kim Did It

Kim received the TeleFile tax package in the mail (the IRS automatically sends you one if you qualify). She qualified because she files form 1040EZ, is not a first-time filer, and she has a touch-tone phone (a first-time filer is someone who has never filed a tax return with the IRS). Unfortunately, she couldn't share the TeleFile tax package with James -- the package is for the recipient only.

Kim filled out the TeleFile Tax Record that comes in the TeleFile tax package and then called the TeleFile toll-free number. She was asked to enter items from the Tax Record worksheet, including information about getting her refund deposited directly into her bank account. The TeleFile system did the rest. Ten minutes later, Kim knew exactly how much her refund would be (or how much she owed). Of course, she didnít hang up until the TeleFile system gave her a confirmation number (proof she filed with TeleFile) which she wrote down to keep with her records. She knew her return would not be considered complete until she received her confirmation number.

Frequently asked questions about TeleFile are available on the IRS Digital Daily web site (this link will open a separate browser window).

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Note: For more information and resources on this subject, go to the U.S. Tax Center.
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