When tax software asks for "My Info," it typically refers to your personal information as the taxpayer who is filing the return. This includes your name, Social Security Number (SSN), date of birth, address, and filing status. The software uses this information to determine your eligibility for deductions, credits, and to ensure the return is filed correctly under your identity.
However, if you are filing for someone else (such as a dependent child or a spouse), you may need to provide their information as well. In most cases, "My Info" refers to the primary taxpayer (the person whose name and SSN are on the return). If you are filing jointly, you will also need to enter your spouse’s information. For dependents, you’ll enter their details in a separate section (e.g., "Dependents" or "Children").
What Information Is Typically Requested in "My Info"?
- Name – Full legal name as it appears on your SSN card.
- Social Security Number (SSN) – Required for identity verification.
- Date of Birth – Used to determine age-based filing thresholds.
- Address – Mailing address for correspondence with the IRS.
- Filing Status – Single, Married Filing Jointly, Head of Household, etc.
- Employment Information – W-2s, 1099s, or other income sources.
How Filing Status Affects Requirements
According to IRS Publication 17 (2025), your filing status and age determine the minimum gross income threshold at which you must file a return. For example:
- Single, under 65: Must file if gross income ≥ $15,750
- Married Filing Jointly, both under 65: Must file if gross income ≥ $31,500
- Head of Household, under 65: Must file if gross income ≥ $23,625
The software uses your "My Info" to match your situation with these IRS guidelines and determine whether you are required to file.
Source:
Publication 17 (2025)
Disclaimer: Always verify details with the official IRS forms and instructions or consult a tax professional for personalized advice. The information provided is general and may not apply to all individual circumstances.