File your return!
Your tax professional will reach out to you with any questions or concerns prior to filing.
File your return !
Takes about 5-10 minutes
Personal information
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Were you a resident of state all year if not for how long?
Have you moved in the last year?
Are you married?
If you answered yes? There name , social, and date of birth
What is your filing status?
Dependents
Its important to answer all questions accurately to file an accurate return and possible
Can someone else claim you on their tax return?
Do you have dependents?
Did they live with you for more than half the year?
If so please list the full legal name and dob of each
Do you pay for child care ?
Please enter social or EIN of your child care provider ,the amount paid, and what child it is for
Please list the dependents that are full time students
Income
Income would be from a source like a job, business, interest, unemployment, etc.
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INCOME AND OTHER TAX STATEMENTS
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Deductions and Credits
Deductions and credits can increase your refund or reduce taxes owed.
Are you a full time student?
Are you a homeowner?
Do you itemize deductions?
Do you receive healthcare coverage from a state marketplace?
Are you self employed?
Did you receive your third stimulus payment ?
How much was your third stimulus - please check the amount can cause a delay
Did you receive advance child tax credit payments?
How much - please submit letter 6419 or check inaccurate amounts can cause delay
Did you contribute to charity- If so how much?
Did you contribute to a 401k?
Did you withdraw from a 401k?
Are you interested in a cash advance ?
Yes
No
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ID AND SOCIAL SECURITY CARDS
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OTHER DOCUMENTS
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Form
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PLEASE UPLOAD FORM 6419 AND 6475 THE IRS WILL BEGIN MAILING THESE IN JAN 2022 FOR YOUR ADVANCE CHILD TAX CREDIT PAYMENTS AND 3RD STIMULUS AMOUNTS * FAILURE TO PROVIDE MAY RESULT IN MANUAL REVIEW OF YOUR RETURN WHICH CAN TAKE 12 WEEKS OR LONGER IF YOU DON'T HAVE THEM NOW PLEASE SEND AS SOON AS RECEIVED TO INFO@THETAXPRINCESS.COM
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How would you like your refund back if eligible?
Direct Deposit
Check
Card
Bank name, checking or savings ?, account, and routing number if getting direct deposit
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