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FileYourStateTaxes
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This site is for example purposes only. If you want help with your taxes, go to FileYourStateTaxes.org.

Who can use FileYourStateTaxes?

In order to file your 2023 Arizona state taxes using FileYourStateTaxes, you (and your spouse) must:

  • File your 2023 federal tax return using IRS Direct File and agree to transfer your federal tax return information to FileYourStateTaxes. Note: if you received the Arizona Families Tax Rebate in 2023, you are ineligible to use the IRS Direct file tool. See other Direct File limitations here. 
  • Have lived in Arizona for all of 2023.
  • Have no additional income from other states in 2023.
  • If you are married, you and your spouse must file 2023 taxes jointly (you cannot file “married filing separately”).
Uncommon situations that would disqualify you from using FileYourStateTaxes:

  • If you withdrew money from a 529 college savings play and the funds were not used to pay for qualifying education expenses. Qualifying expenses include tuition and fees, books, equipment (including computers and other tech), room and board, apprenticeship programs, and K-12 tuition up to $10,000. Most other expenses do not qualify.
  • You want to file your federal and state tax returns using different filing statuses (for example you file as Head of Household on your federal tax return and want to file Single on your state tax return).
  • You want to submit an extension to file your state taxes later.
  • You or your spouse qualify as an injured spouse and are requesting protection from a reduction in your refund due to the other person’s delinquencies or debts.
  • You have additional income you are required to report on your Arizona return that was not included on your federal return (for example, interest income from a non-Arizona municipal bond). See all additions on page 5 of AZ Form 140.
  • You received a notice from the Arizona Department of Revenue informing you that a credit you claimed in a previous tax year is subject to "recapture" (that is, you have to pay back a portion of a previously claimed credit).
Uncommon situations that would disqualify you from using FileYourStateTaxes:

  • New York additions or subtractionsto income reported on Form IT-225, including contributions to a NYC flexible benefit program reported on W-2, box 14, labeled “IRC 125”.
  • Filing with a special condition code on line G of IT-201.This includes extensions to file for specific purposes such as combat duty or death of a spouse.
  • You want to file a state filingextension.
  • You need to file a 2023 amended state return to correct a return previously filed.
  • You want to file your federal and state tax returns using different filing statuses (for example you file as Head of Household on your federal tax return and want to file Single on your state tax return).

Learn more about the restrictions of use for IRS Direct File and FileYourStateTaxes in New York State.

In order to use FileYourStateTaxes in New York, you (and your spouse) must:

  • File your federal tax return using IRS Direct File and agree to transfer your federal tax return information to FileYourStateTaxes.
  • Have lived in New York for all of 2023.
  • Have no income from other states in 2023.
  • Not have lived, earned income, or maintained a home in Yonkers in 2023.
  • Not have been part-year New York City residents in 2023. Full-year NYC residents are eligible to use this tool.
  • New York City includes the Bronx, Brooklyn, Manhattan, Queens, and Staten Island.
  • Not have withdrawn funds from a 529 college savings plan.