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Filing 2024 Taxes: Your Go-To Guide

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 28, 2024 9:29 AM
OVERVIEW

For many people, 2024 has been a challenging year for financial and tax planning. Here's everything you need to know to complete your taxes accurately and efficiently this year.

 

When a significant natural disaster hits – such as a hurricane, earthquake, tornado, flood, wildfire, blizzard, or the like – the IRS will extend upcoming federal tax deadlines for affected taxpayers if a federal disaster is declared. The extended due dates apply to most federal tax returns and payments, including those for income taxes (including estimated tax payments), payroll taxes, and excise taxes. If you’re impacted by a natural disaster, check our IRS Disaster Relief page to see if you qualify for an automatic tax filing or payment extension.

Key Takeaways

  • You can file your taxes using the standard Form 1040 or, if you are age 65 and older, you can use the newer Form 1040-SR, which has a larger font and includes a Standard Deduction table printed right on the form.
  • If you’re a nonresident alien with a US source income, you can use Form 1040-NR to report different types of income and claim deductions and tax credits.
  • The Standard Deduction increases to $14,600 for Single taxpayers and to $29,200 for couples filing as Married Filing Jointly (tax year 2024). Heads of Household can claim a Standard Deduction of $21,900. These amounts are for those under 65 years old.
  • Tax year 2024 has seven tax brackets, ranging from 10% to 37%, depending on your income. If your taxable income exceeds the upper limit of one bracket, then the money above that is taxed at the rate of the next bracket, and so on up to the top rate of 37%.

Tax filing answers

Filing your taxes for the prior year is often top of mind when the new year rolls around. Fortunately, this comprehensive guide can help you get through filing 2024 taxes, whether you file on your own or get help from a tax expert. Here's what you need to know.

Deadline for filing 2024 taxes

One of the first questions most people want an answer to is: When are taxes due?

For 2024 tax returns — those filed in 2025 — the deadline to file your return and pay any tax due is April 15, 2025. Individual states typically follow the IRS deadline but if you are unsure then check your state government’s website for more information.

April 15, 2025, is also the deadline for requesting an individual tax return extension and making 2024 IRA contributions.

Filing an extension will postpone your filing deadline until October 15, 2025. Just remember that even if you file an extension to October, any amount of tax that you owe for the year is still due on the earlier April deadline.

If you make estimated quarterly tax payments, the deadline to make your first estimated payment toward 2025 taxes is also April 15, 2025. Even if you wait until the last minute to file your 2024 tax return or file for an extension, you'll still need to calculate your first 2025 quarterly estimate and make a payment by the April deadline.

Form 1040 options

Form 1040 is the federal income tax form that almost all individuals use to report their income to the IRS, claim tax deductions and credits, and calculate their refunds or tax due for the year.

There are two main versions to choose from:

  1. Form 1040. The standard Form 1040 is the version most taxpayers will use. While Form 1040 is only two pages long, many people need to attach additional forms and schedules to their tax returns to report different types of income and claim deductions and tax credits.
  2. Form 1040-SR. Form 1040-SR is a newer version of Form 1040 for people age 65 and older. You can use this form whether you itemize or claim the Standard Deduction. The basic difference between this version and the standard Form 1040 is that Form 1040-SR uses a larger font and includes a Standard Deduction table printed right on the form.

There is also the less common Form 1040-NR that is used by nonresident aliens who have U.S. source income and Form 1040-X that is used to amend tax returns that you have already filed but need to be corrected.

TurboTax Tip:

If you purchased health insurance through the federal exchange in 2024 and qualified for a larger subsidy (so your payments didn’t exceed 8.5% of your income), but didn’t receive the subsidy during the year, you may be able to claim it as a tax credit on your 2024 tax return.

2024 Standard Deductions

The 2024 Standard Deduction increases to $14,600 for Single taxpayers and married taxpayers who file separate returns. Married couples filing jointly can claim an amount twice that size at $21,900. Heads of Household can claim a Standard Deduction of $21,900.

Those that are 65 and older, or blind, or both 65 and older and blind, receive additional Standard Deductions. For 2024 the addition for married couples filing jointly is $1,550 and $1,950 for those filing as Single or Head of Household. These additional amounts add together so that a married couple filing jointly with both being 65 or older would get a total of $3,100 in additional Standard Deduction. If both are also blind, then the additional amount is $6,200.

2024 tax brackets

Federal income taxes are progressive, meaning people with higher taxable incomes pay a higher percentage of their income to the federal government than people who earn less. One of the ways the tax system achieves this is through tax brackets.

There are seven tax brackets for the 2024 tax year, ranging from 10% to 37%. Your tax bracket, also known as your marginal tax rate, is the tax rate (bracket) that your last taxable dollar falls into and depends on your total taxable income. Here are the 2024 tax brackets for taxes due April 15, 2025:

Tax RateSingleHead of HouseholdMarried Filing JointlyMarried Filing Separately
10%Up to $11,600Up to $16,550Up to $23,200Up to $11,600
12%$11,601 - $47,150$16,551 - $63,100$23,201 - $94,300$11,601 - $47,150
22%$47,151 - $100,525$63,101 - $100,500$94,301 - $201,050$47,151 - $100,525
24%$100,526 - $191,950$100,501 - $191,950$201,051 - $383,900$100,526 - $191,950
32%$191,951 - $243,725$191,951 - $243,700$383,900 - $487,450$191,951 - $243,725
35%$243,726 - $609,350$243,700 - $609,350$487,451 - $731,200$243,726 - $365,600
37%$609,351 and Up$609,351 and Up$731,201 and Up$365,601 and Up

For example, for 2024, if you're a Single filer with a taxable income of $60,000 after taking all of your applicable adjustments and deductions, the first $11,600 of your income will be taxed at 10%. From $11,601 to $47,150, you'll be taxed at 12%. On the remaining $12,850, you'll be taxed at 22%.

Use our Tax Bracket Calculator to estimate your taxable income for 2024 and figure out which tax bracket you're in.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
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