Eligibility Quiz for Tax Preparation Sites
Please fill out all of the following questions to determine which site you are eligible to receive tax services at.
Filing Situation
Please select all that apply to your tax return:
I am filing taxes for the current year (2024) only.
*
Yes
No
I am filing taxes for multiple years. (e.g., prior years in addition to the current year, 2024)
*
Yes
No
I need to amend a previously filed tax return. (Form 1040-X)
*
Yes
No
Residency Status
What best describes your residency or visa status?
I am a U.S. citizen or permanent resident.
*
Yes
No
I am an international student or foreign worker on a visa. (e.g., Forms 8843, W-8BEN, or 1042-S required)
*
Yes
No
I am a nonresident or resident alien for tax purposes.
*
Yes
No
Income Documents
Do any of the following apply to your income sources?
I received income from the sale of stocks, mutual funds, or other securities. (Form 1099-B with Schedule D required)
*
Yes
No
I need to report capital gains or losses. (e.g., Form 1099-B, Schedule D)
*
Yes
No
I received income while serving in the military or as a veteran. (e.g., Form 1099-R for military retirement)
*
Yes
No
None of the Above
*
Yes
No
Filing Complexity
Are any of the following aspects included in your tax return?
I need to report capital gains or losses. (e.g., Form 1099-B, Schedule D)
*
Yes
No
I need assistance with forms related to foreign income or investments.
*
Yes
No
My return includes unique or complex situations not listed above. (e.g., multiple income sources, special deductions, etc.)
*
Yes
No
I require translation or interpretation services in a language other than English
*
Yes
No
None of the Above
*
Yes
No
Submit
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