Name
*
First Name
Last Name
Social Security Number
*
Spouse Name
First Name
Last Name
Social Security Number
New Child’s Name
First Name
Last Name
New Child’s Birthday
New Child’s Social
Child’s Name
First Name
Last Name
Child’s Name
First Name
Last Name
Child’s Name
First Name
Last Name
Child’s Name
First Name
Last Name
Email
*
example@example.com
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.
Current Drivers License of Tax Payer & Spouse
*
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Social Security Cards of All Listed on Return
*
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All Income Documents:
*
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Mortgage Statements, Childcare forms, medical documents or any related deductions for Schedule A deductions
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Do you have exclusive rights to claim the children on the tax return?
*
Yes
No
No children
Do the children live with you over 50% of the year?
*
Yes
No
No children
Do you maintain over 50% of the living expenses for the home?
*
Yes
No
Have any credits been disallowed in the past?
*
Yes
No
What school district do your children attend?
*
If you have a 1099 or self employment income can you provide invoices, bank statements and receipts to substantiate the items listed on the return?
*
Yes
No
No self employment
If you claimed college do you have proof of expenses with a 1098-T form?
*
Yes
No
No college
Type option 4
Do you own or control a foreign bank account, trust or financial asset in 2023?
*
Yes
No
Did you work overtime in 2025
*
Yes
No
Upload Last Paycheck Stub with Overtime
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Did you buy a car in 2025? Please upload interest if so.
*
Yes
No
Do you have financial stake in a digital asset?
*
Yes, I either: •Sold a digital asset •Received a digital asset as payment for property or services •Received a digital asset as a reward, or awarded one •otherwise disposed of a digital asset
No
How do you want your refund if applicable?
*
Check
GO2BANK Debit Card
Direct Deposit
Bank Name
*
Direct Deposit Routing Number
*
Direct Deposit Account Number
*
I certify that everything listed here is true and correct and can provide documentation to the IRS if asked about any credits claimed.
*
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