How can I use tax preparation software to file both federal and state returns from my phone?

You can usually file both federal and state returns from your phone by using a tax prep app that supports mobile filing. Here’s the general process:

1. Choose a mobile-friendly tax app

   • Popular options often include full mobile support for federal and state filing.
   • Make sure the app specifically says it supports:
     • Federal return filing
     • Your state return
     • E-filing from mobile

2. Create an account and start your return

   • Download the app on your phone.
   • Sign in or create an account.
   • Start a new return for the correct tax year.

3. Enter your tax information

   • The app will guide you through:
     • Personal info
     • Income (W-2s, 1099s, etc.)
     • Deductions and credits
     • Dependents, if applicable

4. Use document upload features

   • Many apps let you:
     • Take photos of tax forms
     • Upload PDFs or images
     • Import W-2s or prior-year data
   • Double-check that the app reads everything correctly.

5. Prepare your federal return first

   • Most apps calculate your federal return before building your state return.
   • Review for errors, missing info, and refund/balance due.

6. Complete the state return

   • If you live or worked in a state with income tax, the app may automatically generate the state return from your federal data.
   • Answer any additional state-specific questions.

7. Pay any filing fees

   • Some apps charge for:
     • Federal filing
     • State filing
     • Extra features like live tax help
   • Fees are often shown before you submit.

8. E-file both returns

   • Once reviewed, submit your federal return and state return electronically.
   • In many apps, you can file both together, though sometimes state filing may be submitted separately after federal acceptance.

9. Keep confirmation records

   • Save:
     • Submission confirmations
     • Acceptance emails
     • Copies of the completed returns
   • The app may also keep them in your account.

Tips

• Use a secure internet connection, especially for Social Security numbers and bank info.
• Make sure your phone is updated and the app is the official one from a trusted provider.
• If your return is more complex—like self-employment, multiple states, or itemized deductions—you may want to review everything on a larger screen before filing.

If you want, I can also recommend specific tax apps that work well on phones and compare their federal/state filing features and prices.