Tax Filing and Income Reporting Form

Taxpayer Information
What tax year are you filing?
Select your filing status
Select a Date

MonthDayYear
Date
Taxpayer Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Taxpayer SS Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Real ID Compliance (Yes/No)
State of Issue
Is your spouse filing jointly?
Spouse's Full Legal Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Spouse's State of Issue
Spouse SS Number
Spouse's Real ID Compliance (Yes/No)
Please confirm that the information provided is accurate and complete.
I confirm that the information provided is accurate and complete.
E-Signature (Full Name)

First NameLast Name
Do you have dependents to report?
Number of Dependents
Dependents Section: Please provide details for each dependent.
Dependent's Full Name

First NameLast Name
Dependent's Date of Birth

MonthDayYear
Date
Dependent's Relationship to You
Months Lived with You in the Past Year
Dependent 2
Is the dependent attending college?
Dependent 2 Full Name

First NameLast Name
College Name (if applicable)
Dependent 2 Date of Birth

MonthDayYear
Date
Upload College Attendance Verification Document

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Dependent 2 Relationship to You
Months Dependent 2 Lived with You in the Past Year
Did you have employment income?
Is Dependent 2 attending college?
Received W-2 Forms?
Dependent 2 College Name (if applicable)
Upload W-2 Forms

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Received 1099 Forms?
Upload 1099 Forms

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Received SSA-1099?
Upload SSA-1099

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Received 1099-R?
Upload 1099-R

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Received 1099-G?
Upload 1099-G

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Do you have business income?
Business Name
EIN (Employer Identification Number)
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Income (Total)
Business Expenses (Total)
Calculate Business Profit/Loss (Income - Expenses)
Did you have unreimbursed job-related expenses?
List of Unreimbursed Expenses or Upload Summary
Upload Supporting Documents for Income and Expenses

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Profit/Loss Statement
Signature (Full Name)

First NameLast Name
Upload Social Security Card

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Upload Driver's License

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New Question 1
New Question 2
Dependent 3
Dependent 3 Full Name

First NameLast Name
Dependent 3 Date of Birth

MonthDayYear
Date
Dependent 3 Relationship to You
Months Dependent 3 Lived with You in the Past Year
Is Dependent 3 attending college?
Dependent 3 College Name (if applicable)
Dependents Section: Please provide details for each dependent.
Dependent 4 Full Name

First NameLast Name
Dependent 4 Date of Birth

MonthDayYear
Date
Dependent 4 Relationship to You
Months Dependent 4 Lived with You in the Past Year
Is Dependent 4 attending college?
Dependent 4 College Name (if applicable)
Upload Dependent 4 Social Security Card

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Dependent 5
Dependent 5 Full Name

First NameLast Name
Dependent 5 Date of Birth

MonthDayYear
Date
Dependent 5 Relationship to You
Dependent SS Number
Months Dependent 5 Lived with You in the Past Year
Is Dependent 5 attending college?
Dependent 5 College Name (if applicable)
Upload Dependent 5 Social Security Card

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Date of Signature

Hour Minutes

AM/PM Option
Your Full Legal Name

First NameLast Name
Should be Empty:

Taxpayer Information

Dependent 2

Dependent 3

Dependents Section: Please provide details for each dependent.

Dependent 5