Check whether you had taxable income during the year
Compare your total income to the IRS filing threshold for your filing status and age
Review whether federal income tax was withheld from your paychecks
Check whether you made estimated tax payments
Look for self-employment income, freelance income, or side gig income
Check whether you received unemployment benefits, taxable interest, dividends, or capital gains
Review whether you had retirement withdrawals, Social Security benefits, or other taxable distributions
Check whether you received a tax bill or notice from the IRS or your state tax agency
File a tax return to calculate whether you owe or are due a refund
Review your tax return for any balance due after credits and withholding
Check your state tax rules separately, since state taxes may be owed even if federal taxes are not
Use a tax calculator or tax software to estimate your tax liability