Getting Started - Income Tax
This is a short questionnaire to get some basic information to get started on your income tax filing.
Your Name
*
First Name
Last Name
Your Occupation
*
Your Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Filing Status
*
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow
Not Sure
Do you have any Dependents?
*
Yes
No
Not Sure
How Many Dependents Are You Claiming?
*
If no dependents, enter -0-
Spouse Name (If Married)
First Name
Last Name
Spouse Occupation (If Married)
Spouse Date of Birth (If Married)
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Which of These Apply?
*
I own or have signatory right in a Foreign Bank Account with less than $10,000
I own or have signatory right in a Foreign Bank Account with more than $10,000
I Received, sold, sent, exchanged or acquired interest in virtual currency
I paid for Childcare Expenses for daycare, school, day camp, etc.
I paid Tuition Expenses for myself, spouse, or dependents
I paid Student Loans for myself or spouse
I Contributed to an IRA (Retirement Account)
I paid Health Insurance Premiums
I own a house/condo/co-op
None of the above
Which of these Income Items Apply?
*
I Received a W-2
I Received Unemployment Benefits
I Received a 1099-Misc or 1099-NEC
I Received a 1099-B, 1099-INT, or 1099-DIV
I trade Stocks and Securities
I have a Business/LLC
I have a Rental Property
I Received Income Not Listed
Please let me know if there is anything I should know about your tax situation which is not covered in the previous questions:
Submit
Should be Empty: