Tax Return Intake Form

  • Tax Return Intake Form

    Please complete all relevant sections and upload required documents to ensure accurate and timely preparation of your tax return.
  • Please select your tax preparer
    • Primary Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
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    • Browse Files
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    • Do you have an Identity Protection PIN (IP PIN)?*
    • Spouse Information (if applicable) 
    • Do you have an eligible spouse to include on this return?*
    • Spouse Date of Birth
       - -
    • Format: (000) 000-0000.
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    • Do you or your spouse have an identity Protection Pin (IP PIN)?
    • Dependent Information 
    • Are you filing a Dependent(s) ?*
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    • Income and Expenses 
    • Do you have any debts to report?*
    • Do you have Marketplace Health Insurance?*
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    • Do you have a W-2 form (Wages)?*
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    • Do you have Unemployment Income (1099-G)?*
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    • Do you have Social Security Benefits (SSA-1099)?*
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    • Do you have Retirement or Pension Income (1099-R)?*
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    • Do you have Education Credit (1098-T)?*
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    • Do you have Interest or Dividend Income (1099-INT/1099-DIV)?*
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    • Are you self-employed?*
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    • Do you have Non-Employee Compensation (1099-NEC)?*
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    • Do you have Rental Property Income?*
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    • Do you have Charitable Contributions?*
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    • Do you have Child Care Expenses?*
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    • Do you have itemized deductions on previous returns?*
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    • Do you have any Stock or Home Sales (1099-B/1099-S)?*
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    • Do you have any Gambling Winnings (W2-G)?*
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    • Do you have any Cancellation of Debt (1099-A/1099-C)?*
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    • Do you have any Medical Expenses?*
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    • Did you purchase Health Insurance through healthcare.gov Marketplace (Obama Care)?*
    • Did you receive a 1095-A form from the Marketplace?*
    • Do you have any Mortgage Interest?*
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    • Do you have any Real Estate Taxes?*
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    • Refund Preferences 
    • How would you like to receive your refund?*
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    • Advance Options 
    • Would you like to apply for Pre-Acknowledgement (Pre-Ack) Advances?*
    • Would you like to apply for In-Season Advances?*
    • Advance Terms and Disclosures: Please review the terms and conditions related to advances, including eligibility requirements, repayment obligations, and any applicable fees. Contact our office for more information or clarification.
    • Consent and Certification 
    • PLEASE READ BELOW I CERTIFY I WOULD LIKE TO HAVE MY TAX RETURN PREPARED IN ACCORDANCE WITH THE INFORMATION I HAVE PROVIDED.

    • CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION: By signing below, you authorize TKC Tax and More to use and disclose your tax return information as required to prepare and file your tax return in compliance with applicable laws and regulations.

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