An IPX1031 survey found that 21% of Americans plan to use artificial intelligence (AI) when filing their 2025 taxes. While Gemini and other AI chatbots aren’t perfect and don’t replace tax professionals, they can be helpful for research and planning. Just understand their limitations and remember you’re held responsible for what’s on your return.
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Here are five tasks that Gemini can help you with when you file your taxes this year.
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While the IRS lists common tax documents and information needed to file your return, Gemini can create a more personalized version for you.
For example, you can describe your various income sources, major expenses, tax-advantaged account contributions and anything else that could impact your return. Gemini could then list documents you should have for your return.
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Whether you’re trying to understand the One Big Beautiful Bill changes or break down laws on overseas income or investments, you can ask Gemini to explain the specific tax issue in simple terms. If it’s still unclear, ask follow-up questions.
However, be advised that the Texas Society of CPAs noted that Gemini and other AIs can provide outdated or incorrect information. So always compare what these tools say with official IRS documents and ask a tax professional before making filing decisions based on that information.
While even self-filing tools typically identify possible tax breaks, it doesn’t hurt to research beforehand so you can maximize your refund. After providing information about your tax situation, ask Gemini what types of deductions and credits might apply.
For example, if you’re a freelancer, ask about common business expenses you might overlook. Another example is asking whether to itemize or take the standard deduction, based on your expected write-offs (such as mortgage interest and charitable donations).
It’s still smart to run these tax breaks by a professional to avoid issues like surprise tax bills, potential penalties and audits. Plus, take The Bonadio Group’s advice to keep your sensitive information safe, including your tax documents and Social Security number.
If you’re self-filing, you can ask Gemini to clarify what the tax software asks you. Examples include which filing status to claim, what qualifies you for a certain deduction or how to categorize a business expense.