Where To Find My 2023 Tax Information (2025–26)

on

 


If you are a U.S. tax filer, you may be asked to manually enter financial information from your 2023 tax return. The information we request will vary based on your responses.

The list shows information you may be asked to provide, and where to find it on the 2023 IRS Form 1040.

  1. Filing Status

  2. Income Earned from Work (Line 1z plus Schedule 1: Lines 3 + 6)

  3. Tax Exempt Interest Income (Line 2a)

  4. Untaxed Portions of IRA Distributions (Line 4a minus 4b)

  5. Untaxed Portions of Pensions (Line 5a minus 5b)

  6. Adjusted Gross Income (Line 11)

  7. Income Tax Paid (Line 24)

    1. Deductible Payments to IRA/Keogh/other (Schedule 1, total of Lines 16 + 20)

    2. Education Credits (Schedule 3, Line 3 + 1040 Line 29)

    3. Net Profit or Loss From Schedule C (Schedule C: Line 31)

    4. Foreign earned income exclusion (Schedule 1: Line 8d)

    Note: You will also be asked to indicate if your 1040 shows that you were eligible for the Earned Income Credit (or Earned Income Tax Credit), or if you filed IRS Schedules A, B, D, E, F, or H.