Choose your filing status and how many years of tax returns. Select 2 from the drop-down for married filing separately.
Our Filing Status price includes 1 State return free. If you have multiple states, it will cost $125-$200 extra. Enter only the additional States here, select 1 option from the list.
You may be able to reduce your tax by itemizing deductions. Itemized deductions include amounts you paid for state income taxes, medical expenses, real estate taxes, charitable contributions, and mortgage interest. Only 1 Schedule A per tax year
Did you have Obamacare or received insurance from the marketplace? How may 1095-As do you have?
Do you have a business or businesses? If yes, how many? - Independent Contractors- Sole Proprietors- Single Member LLC.... FYI: If your records are not organized, it may cost more.
Do you have any properties that you rent to other people? If yes, how many?
If you need to file taxes for a household employee, select this schedule.
If you have dividends and interest to report, you will need to complete a Schedule B. Only 1 Schedule B per tax year, covers up to 10 line items
Capital Gains Transaction Tax Documents. Choose how many 1099-Bs you have.
Capital Gains Transaction Tax Documents. Have you sold your primary home or investment property?
Did you receive a K-1 from a Partnership, S-Corp, or Trust? If yes, how many?
If you had pension, 401k, IRA or other retirement distribution. How many 1099-Rs do you have?
Filed by individuals to report:
Large gifts or inheritances from foreign persons
Transactions with foreign trusts
➡️ High penalty exposure if missed (up to 25% of gift value).
Used to report ownership in a Passive Foreign Investment Company (typically foreign mutual funds, ETFs, or pooled investments).
➡️ Complex calculations, excess distributions, and mark-to-market elections may apply.
Reports foreign financial assets when thresholds are exceeded.
➡️ Includes bank accounts, investments, foreign entities, etc.
➡️ Filed with the tax return (unlike FBAR).
(Not filed with IRS, but REQUIRED)
➡️ Includes personal, joint, and signature authority accounts
➡️ Severe penalties for noncompliance
Used by U.S. taxpayers living/working abroad to exclude foreign earned income.
➡️ Requires physical presence or bona fide residence test
Filed by U.S. persons who are officers, directors, or shareholders in certain foreign corporations.
➡️ Extremely complex (multiple categories)
➡️ Includes income, balance sheet, and Subpart F / GILTI reporting