This lesson teaches how to file taxes for free in 2024 using the IRS Free File program. It is an informative guide on the program, designed to aid individuals, particularly those with an adjusted gross income of less than $79,000 annually, in navigating the complexities of tax filing. The lesson covers the essentials of utilizing no-cost tax preparation software provided through the collaboration between the IRS and various tax preparation companies. It focuses on filing federal and state taxes efficiently, including the completion of forms such as Form 1040, Form 1040-SR, Schedule C, among others.

This lesson provides a step-by-step approach, making it accessible for beginners or those seeking DIY tax assistance. It also details the process of electronic tax return submission, ensuring a seamless filing experience. Additionally, the lesson delves into the income eligibility criteria for using the Free File program, offering guidance on tax refunds and deductions. For individuals with incomes exceeding the program’s threshold, the lesson presents alternative options for effective tax management, ensuring learners are well-equipped to handle various tax scenarios, whether filing single, married, or jointly.

CONCEPTS

Use this video lesson on the topic of tax filing. Learn related concepts of:

• IRS Services
• Income Management
• Fiscal Responsibility
• Earning Income
• Using Credit
• Income Tax Basics
• Budgeting
• Financial Decision Making

GRADE LEVEL

7-12th grades. High School. College. Adult Education.

TIME REQUIRED

45-60 minutes. Adjust the lesson plan and allocate time to certain topics based on the needs and interests of the students.

PROCEDURE

Hand out the worksheet below (see the GET LESSON button near the bottom of the page).

Show students the video and have them complete the worksheet.  Review the questions on the worksheet.  A more comprehensive and detailed lesson plan can be accessed below for further instruction and study.

Free Tax Filing 2024 | IRS Free File

After watching the video, have students tell what the most important things they learned from the video.

 

Lesson Plan: Free Tax Filing 2024

Objective: To educate students about the IRS Free File program, including eligibility, process, and benefits.

Introduction (10 minutes):

• Begin with a brief introduction on the importance of tax filing.
• Introduce the video “Free Tax Filing 2024” as a resource for understanding the IRS Free File program.

Video Viewing (20 minutes):

• Play the video “Free Tax Filing 2024”.
• Encourage students to take notes on key points.

Discussion (15 minutes):

• What is the IRS Free File program?
• Who is eligible for the IRS Free File program?
• Discuss the two main options available within the program.
• Why is it important to understand tax filing options?

Activity – Exploring IRS Free File (20 minutes):

• Students will access the IRS website in pairs and explore the Free File options.
• Each pair will summarize their findings and share with the class.

Quiz Preparation (10 minutes):

• Inform students about an upcoming quiz based on the video.
• Review key points and encourage students to clarify any doubts.

Conclusion (5 minutes):

• Summarize the key learnings from the lesson.
• Emphasize the importance of being informed about tax filing.

Homework:

• Students to prepare for the quiz by reviewing the video and lesson notes.
• Write a short essay on the importance of tax filing and how the IRS Free File program assists taxpayers.

Assessment:

• Quiz based on the video content.
• Evaluation of class participation during discussion and activities.
• Grading of the homework essay.

Lesson Resources

• Free Tax Filing 2024 | IRS Free File