W-2 Intake Form

W-2 Intake Form-Tyler Tax Solutions
Full Lega Name ( as shown on ID)

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth

MonthDayYear
Date
Social Security Number
Current Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Upload Your VALID Photo ID

Upload a clear image or scan of your photo ID
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Filing Status
Dependent Details
Does the dependent live with you the full year?
Upload ALL W-2 Forms

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Did you receive any other income?
Upload 1099-R (Retirement Income)

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Upload 1099-G (Unemployment)

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Upload SSA-1099 (Social Security)

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Upload Any Other Income Documents

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Did you pay for child care?
Child Care Provider Name
Child Care Provider EIN
Child Care Provider Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Upload Child Care Receipts

Upload the corresponding receipts
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Upload 1099-NEC Forms

Upload all your 1099-NEC forms
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Did you pay student loan interest?
Upload Form 1098-E

Optional upload of Form 1098-E
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Did you have Marketplace/Obamacare insurance in this tax year?
Upload Form 1095-A

Upload your Form 1095-A
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Any donations?
List your donations (cash/non-cash):
Would you like your refund direct deposited?
Routing Number
Account Number
Account Type
Would you like to apply for a pre-acknowledgement refund advance?
Please select the refund advance amount you are interested in applying for:
I agree to Tyler Tax Solutions’ tax preparation fees.
I confirm the information provided is true to the best of my knowledge.
Electronic Signature
Date

MonthDayYear
Date
Should be Empty:

W-2 Intake Form-Tyler Tax Solutions