Let's be real: 'tax season' rarely sparks joy.

Filing taxes for the first time and don’t know where to start, which forms do you going to need? Taxes are quite overwhelming, but don’t worry, we are here to make it simple. This blog will cover the essential details for you, even if you are a student, graduate, freelancer, or someone who has recently gotten their first job, know how to file your taxes in the United States.

What is the Purpose of Filing Taxes?

The purpose of filing taxes is to adjust the difference between the amount deducted from our paychecks and what we truly owe according to the tax code. Over time, the U.S. government has realized that collecting more taxes and then giving the excess back to people is more efficient than doing the opposite.

The money collected as taxes is primarily used to support vital services of fields like national security, public healthcare, education, and transportation facilities. This is the reason why individuals must file their income reports with taxes to the Internal Revenue Service (IRS) each year. If you've paid more in taxes than you were required to pay per year, you are eligible to receive a refund.

Who Needs to File a Tax Return?

You may need to file a tax return if:

• You earned over $14,600 in 2024 as a single filer under 65
• You had self-employment income of $400 or more
• You received unemployment income, dividends, or capital gains
• You qualify for tax credits or a refund, even if you earned below the threshold

Tip: To check whether you need to file taxes or not, visit on IRS. Use the IRS interactive tool to confirm your filing status.

What Documents Do You Need?

Here’s a tax return checklist for documents to help you gather the essentials:

• W-2 form (for employment income)
• 1099 forms (for freelance, contract, or gig work)
• 1098-T (if you’re a student with education expenses)
• Bank or investment statements
• Social Security Number (SSN)
• Photo ID
• Receipts for deductions or credits (like charitable donations, student loan interest, or medical bills)
• Last year’s return (if available)

Keep these documents organized, it’ll make filing much faster.

How to File Your Taxes in 2025: A Step-by-Step Guide

• 1. Choose How to File
  • Tax software: Easy, affordable, and guided. Popular options include TaxProNext, TurboTax, H&R Block, and FreeTaxUSA.
  • Tax professional: Ideal if your finances are complex or you're self-employed.
  • IRS Free File: Available if your income is under $79,000. Check eligibility at IRS Free File.
• 2. Collect All Required Documents
• 3. Complete and Submit Your Tax Return
• 4. Pay Taxes or Get a Refund

What is the Due Date?

The filing deadline for the majority of Americans is April 15th every year. In case you need more time, you can ask for an extension by filling out Form 4868. Just remember that this is just for your filing deadline and not for your payment due date.

What Are Tax Deductions and Credits 2025?

These can greatly reduce the amount of tax you need to pay.

• Common Deductions:
  • Student loan interest
  • Education expenses
  • Medical expenses
  • Home office costs (for self-employed individuals)
  • Charitable contributions
• Popular Tax Credits:
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit
  • American Opportunity Credit (for students)
  • Saver’s Credit (for retirement savings)
  • EV Credit

Avoiding Mistakes and Scams

Filing taxes isn’t just about filling out forms, it’s also about protecting your information.

• Common Scams to Watch Out For:
  • Fake IRS calls or texts demanding payment
  • Phishing emails pretending to be from tax agencies
  • Unofficial tax-filing websites or “agents” offering huge refunds

First-Time Filer Tips

• Start early to avoid last-minute stress
• Double-check all your information before submitting
• Use direct deposit to get your refund faster
• If you can't pay the full amount, set up a payment plan with the IRS
• Common Scams to Watch Out For: Keep a copy of your return and supporting documents

Need Expert Help?

Filing your first return can be confusing, but you don’t have to do it alone. At TaxProNext , we help first-time filers across the U.S. understand the process and file with confidence.

Get expert help today!
Visit TaxProNext | Call Us at +1 916 857 8058

Whether you’re employed, self-employed, or running a side hustle, our tax professionals are here to guide you every step of the way.