Form 1040 - Married Income Tax Return Form

1
Full Name* This field is required.As it reads in your government (ID/DL , SS Card)
First Name & Middle Initial
Middle Name
Last Name
2
Address* This field is required.This will be the address used provided on your Tax Return
Street Address
Apt. No.
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
3
Phone Number* This field is required.
Please enter a valid phone number.
4
Cellphone Carrier* This field is required.
AT&T
Cricket
Metro PCS
Nextel
Sprint PCS
T-Mobile
Verizon
5
Current ID / DL * This field is required.If you have an ITIN and don't have an ID/ DL , you can upload a passport
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
6
Did you upload your current ID / DL?* This field is required.ID / DL needs to be current to process your tax return.
7
SS Card or ITIN* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
8
Did you upload your SS / ITIN Card?* This field is required.Either option is requisite for the processing of your tax return.
9
Filling Status* This field is required.
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
10
Spouse's NameIf applicable
First Name & Middle Initial
Middle Name
Last Name
11
Spouse's Phone NumberIf applicable
Please enter a valid phone number.
12
Cellphone CarrierFor Wife (If applicable)
AT&T
Cricket
Metro PCS
Nextel
Sprint PCS
T-Mobile
Verizon
13
Upload Spouse DL / IDIf applicable, uploading your DL/ID is required for tax return processing.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
14
If married, did you upload their Spouse's DL / ID?* This field is required.
15
Upload Spouse SS CardIf applicable, it is imperative to submit the necessary documentation for the processing of your tax return.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
16
Did you upload your SS / ITIN Card?* This field is required.
17
Marriage Certificate (if applicable)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
18
How many documents were uploaded?* This field is required.
19
At any time during 2023, did you receive, sell, exchange, or otherwise acquire any financial interest in any virtual currency?
Yes
No
20
Can someone claim:* This field is required.
You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien
No
21
How many dependents do you have* This field is required.
None
1 Dependent
2 Dependents
3 Dependents
4 Dependents
More than 4
22
Dependents InformationYou will need to provide SS cards and Birth Certificates
First Name
Last Name
Social Security Number
Date of Birth
Relationship to You
# of Days lived with Taxpayer
1.
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 0, Column 4
Row 0, Column 5
2.
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 1, Column 4
Row 1, Column 5
3.
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 2, Column 4
Row 2, Column 5
4.
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 3, Column 4
Row 3, Column 5
1.
2.
3.
4.
First Name
Row 0, Column 0
Last Name
Row 0, Column 1
Social Security Number
Row 0, Column 2
Date of Birth
Row 0, Column 3
Relationship to You
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 0, Column 4
# of Days lived with Taxpayer
Row 0, Column 5
First Name
Row 1, Column 0
Last Name
Row 1, Column 1
Social Security Number
Row 1, Column 2
Date of Birth
Row 1, Column 3
Relationship to You
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 1, Column 4
# of Days lived with Taxpayer
Row 1, Column 5
First Name
Row 2, Column 0
Last Name
Row 2, Column 1
Social Security Number
Row 2, Column 2
Date of Birth
Row 2, Column 3
Relationship to You
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 2, Column 4
# of Days lived with Taxpayer
Row 2, Column 5
First Name
Row 3, Column 0
Last Name
Row 3, Column 1
Social Security Number
Row 3, Column 2
Date of Birth
Row 3, Column 3
Relationship to You
Son
Daughter
Stepchild
Parents
Grandparents
Grandchild
Other
Row 3, Column 4
# of Days lived with Taxpayer
Row 3, Column 5
1 of 4
23
Did you receive any of the following Income forms* This field is required.Additional information / Documents will be required for Self-Employed
W2
1099-G
1099-Misc
1099-NEC
Self-Employed
1099-SSA
24
Upload All that ApplyUpload: W2 / 1099's (you can upload multiple documents)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
25
How many documents did you uploaded?* This field is required.
26
Did you receive any of the following Income formsProvide all income sources
1099-Int or 1099-OID
1099-Div or 1099-R
1095-A, 1095-B or 1095-C
1098-T
Didn't receive any
27
Upload All that Apply (or click next)Upload: 1095 / 1098 / 1099 forms
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
28
How many documents were uploaded?* This field is required.
29
Did you have Capital gain or (loss)Please explain (if it doesn't apply, click next)
30
Did you have Capital Gains or Losses?* This field is required.
31
Did you make any Charitable Contributions?* This field is required.
32
Charitable Contribution ReceiptsIf applicable
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
33
How many documents were uploaded?* This field is required.To claim charitable contributions, it is essential to provide the voucher that was given to you.
34
Bank Account number (for your refund)* This field is required.IRS will deposit your refund to this account
35
Bank Routing number (for your refund)* This field is required.IRS will deposit your refund to this account
36
Account Type* This field is required.
Checking
Savings
37
If the IRS sent you an Identity Protection PIN, enter it here.Primary Taxpayer (Not everyone has a PIN)
38
Your occupation* This field is required.Primary Taxpayer
39
Spouse’s occupationIf applicable
40
If the IRS sent your spouse an Identity Protection PIN, enter it hereFor wife (if applicable)
41
Signature acknowledgement

We appreciate the trust you place in our tax preparation services. We are dedicated to providing accurate and reliable assistance to help you with your tax returns. However, it is essential to understand that the responsibility for verifying all the information provided in your tax return lies solely with you, the client. As tax professionals, our role is to assist you in preparing and filing your tax returns based on the information you provide to us. We rely on the accuracy and completeness of the data you provide, including but not limited to income sources, deductions, credits, and other relevant financial information. We strongly recommend that you carefully review the completed tax return before signing. To ensure that all the information presented is accurate and up-to-date to the best of your knowledge. It is essential to double-check figures and supporting documentation to avoid potential errors or discrepancies. By signing, you acknowledge that you will review all the information in your tax return. You also agree to hold Reliable Trust Income Tax harmless from any liability resulting from errors or inaccuracies in the tax return due to failing to provide all sources of income and/ or providing misleading information.

We value your understanding of the importance of this disclaimer and your cooperation in ensuring the accuracy and compliance of your tax returns. If you have any questions or concerns, please feel free to reach out to us.

Thank you for choosing Reliable Trust Income Tax for your tax needs.
42
Did you read the signature disclaimer?* This field is required.
43
Signature* This field is required.Primary
Clear
44
Today's Date* This field is required.Primary Taxpayer
Date
Month
Day
Year
45
Spouse's SignatureIf applicable
Clear
46
Today's Date (Spouse)If applicable
Date
Month
Day
Year
47
Please verify that you are human* This field is required.
48
Deposit or Payment Options* This field is required.$50 deposit required to get start on your Personal Tax Return or you can pay in full.
prevnext( X )
My Bag
0
My Bag
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
ORDER SUMMARY
Total costUSD
DepositYour $50 deposit will be credited to your balance. Deposit is non refundable..
$50.00Edit
Back
Full Payment Additional charges may apply if additional schedules need to be filed (1099 MiSC, 1099 NEC, Self Employed, 1098).
$120.00Edit
Back
Total cost $0.00
Payment Methods
Credit Card
First Name
Last Name
Cash App
After submitting the form, you will be redirected to the Cash App Pay to complete the payment process.
Google Pay
After submitting the form, you will be redirected to the Google Pay to complete the payment process.
Apple Pay
After submitting the form, you will be redirected to the Apple Pay to complete the payment.
Should be Empty: