Wisconsin taxpayers with retirement income can now use direct file

Wisconsin taxpayers with retirement income, contributions and rollovers are now eligible to file their returns using Direct File, the IRS’s free, secure online filing program.

Eligible retirement and savings income

Direct File, available in 25 states — including Wisconsin — provides taxpayers with a quick and convenient way to file their federal income tax returns electronically. The IRS has expanded coverage to include contributions and most distributions from employer-sponsored retirement plans and direct rollovers from one employer-sponsored retirement plan to another, or to an Individual Retirement Agreement (IRA).

Individuals who earned interest income from common accounts such as savings, checking, savings bonds and treasury obligations, added or used money from a Health Savings Account (HAS), and added or used money from a Flexible Spending Account (FSA) can also use Direct File.

Certain restrictions apply. Wisconsin taxpayers can visit https://directfile.irs.gov/savingsandretirement for more information.

Income tax filing tips

With a little over a month left before the tax filing deadline, the Wisconsin Department of Revenue (DOR) offers taxpayers the following tips:

• Always review your banking information before submitting your return.

• Doublecheck to ensure you have claimed all your eligible credits.

• Track the status of your refund using DOR’s Where’s My Refund tool.

To provide extra assistance to taxpayers, DOR will have extended customer service hours (7:45 a.m. to 5 p.m.) on April 1–3, April 7–10 and April 14–15.