Off-the-Shelf or Downloaded Software

You can prepare and electronically file your tax return using off-the-shelf or downloaded software if:

  1. You have a computer, smartphone, tablet, iPhone or iPad; and

  2. You have Internet access

Purchased Off-the-Shelf or Downloaded Tax Software:

  • Is available at computer stores, mail order houses, and wherever software is sold;

  • Is available at Internet sites to download and pay online;

  • Includes software to help you prepare your federal and/or state tax returns (most products will include the federal tax return; however, some may not include the state tax return);

  • May include the electronic filing of the federal and/or state tax returns (if not, you could pay an additional fee to e-file);

  • Must be installed on your device to prepare, e-file and/or store your tax returns; and

  • Has a direct connection with the private vendor software company to e-file your tax returns.

Additional Information About Online Filing:

*When you e-file and claim certain credits (for example, the homestead credit), you must send documents to verify the credit claimed. The Form W-RA lists what credits need additional documentation and it gives the needed documents.

If you need to send additional documents to verify a credit you claimed, you must send the documents within 48 hours of e-filing. You can:

January 2, 2019