Refundy Main Tax Payer Form

1
Phone Number* This field is required.
2
Enter your best email address* This field is required.
3
Tell us a bit about yourself* This field is required.Enter the primary taxpayer’s full legal name. A separate signature will be required for the spouse if filing jointly.
Mr.
Mr.
Mrs.
Miss
Ms.
Mx.
Dr.
Prof.
Rev.
Hon.
Prefer not to say
Prefix
First Name
Middle Name
Last Name
Jr, Sr, etc.
4
Address* This field is required.Please provide your primary place of residence. A physical street address is required. PO Boxes, private mailboxes, UPS Store boxes, FedEx Office mailboxes, virtual addresses, and other mailbox services are not permitted.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
5
Date of Birth* This field is required.
Month
Day
Year
6
For important tax credits, enter your SSN or ITIN* This field is required.We take your privacy seriously We’re serious about keeping your information secure, which is why we wouldn't ask for your Social Security number or Individual Taxpayer Identification Number if we didn't need it to prepare and file your tax return. Not only is your Social Security number or ITIN required by the IRS to e-file your taxes, it's also required to qualify for a number of tax breaks like the Earned Income Tax Credit, Child Tax Credit, education credits, and more. The IRS also requires the SSN or ITIN of anyone on your tax return including a spouse, and any dependents (with rare exceptions). Note: If you entered your SSN or ITIN earlier to import your tax forms, we still have to "officially" ask for it here so we can include it on your tax return.
7
Take a selfie* This field is required.This is required to verify your identity and protect against tax fraud and unauthorized filings.
8
How did you do your taxes last year?* This field is required.
I did not file a tax return last year
A tax professional or service prepared and filed my return
I prepared and filed my return myself using mail or tax software
I filed my taxes with Bracket Tax or Refundy Tax last year
None of the above apply
Other
9
Additional Tax Obligations* This field is required.These questions help us identify issues that may impact your refund, filing status, or processing time. Your information is kept confidential and used only to prepare your return accurately.
I have unfiled or unpaid back taxes
I am on an IRS or state tax payment plan
I have received IRS or state tax notices, liens, or levies
I owe past due child support or my refund may be offset
I have defaulted federal student loans or paid student loan interest this year
I owe other government debt that may offset my refund such as unemployment overpayments
None of the above apply
Other
10
What is your marital and/or filing status?* This field is required.Selecting a married filing status will prompt us to collect your spouse’s information so we can prepare your return accurately. Select all that apply.
Married filing jointly
Married filing separately
Single
Head of household
Qualifying surviving spouse
Legally separated
11
Do any of these apply to you?* This field is required.Your response helps us provide more accurate support. Select all that apply.
I have children or other dependents
I own a home or other property
I plan to buy or sell a home this year
I paid for health insurance
I want to maximize tax deductions and credits
I made charitable donations
I have a job and receive a W-2
I earn freelance or gig income (1099)
I am self-employed
I own a business (S-corp, partnership, or multi-member LLC)
I received unemployment income
I receive Social Security income
I paid rent
I own rental property
I sold stocks, crypto, or other investments
I earn income that did not come from a regular paycheck (for example, commissions, contract work, rentals, or investments)?
None of the above apply to me
Other
12
Do any of these apply to you or your spouse?* This field is required.Your response helps us provide more accurate support.
You or your spouse have children or other dependents
You or your spouse own a home or other property
You or your spouse plan to buy or sell a home this year
You or your spouse paid for health insurance
You or your spouse want to maximize tax deductions and credits
You or your spouse made charitable donations
You or your spouse have a job and receive a W-2
You or your spouse earn freelance or gig income (1099)
You or your spouse are self-employed
You or your spouse own a business (S-corp, partnership, or multi-member LLC)
You or your spouse received unemployment income
You or your spouse receive Social Security income
You or your spouse paid rent
You or your spouse own rental property
You or your spouse sold stocks, crypto, or other investments
You or your spouse earn income that did not come from a regular paycheck (for example, commissions, contract work, rentals, or investments)?
None of the above apply to me or my spouse
Other
13
What best describes your business?This helps us understand how your income is structured so we report it correctly and identify any deductions you may qualify for.
I’m self-employed: Includes sole proprietorships or single-member LLCs
It’s a small business: Includes S-corps, partnerships, multi-member LLCs, receive K-1 income, or something else
I earn Commissions
I’m not sure
None of the above apply
Other
14
How is this income reported?Choose how this income is currently reported or paid to you. If you’re unsure, select “Not sure” and we’ll review it.
1099 in my personal name
Sole proprietor or single member LLC
S corporation
Partnership or LLC
Not sure
Other
15
Does any of your income relate to real estate?Some real estate income is taxed differently depending on how it’s earned. This helps us route you to the right questions.
Yes, licensed real estate professional/agent income only
Yes, real estate investment or rental income
Yes, both licensed real estate professional/agent and investment income
No, not related to real estate
16
How was the real estate income earned?Select all that apply. Different types of real estate income can be reported and deducted differently.Select all that apply.
Commissions
Referral fees
Wholesaling or assignment fees
Partnership Income
Joint Venture Income
Flips or rehabs
Rental income
Not Sure
17
Did you receive a Schedule K-1?A Schedule K-1 reports income from partnerships, S corporations, or joint ventures. If you’re unsure, you can answer “No” and we’ll confirm. (K-1s are usually provided by the business or partnership you invested in.)
YESNO
18
What type of entity is this income from?This tells us how the income is reported and whether additional forms, such as a Schedule K-1, may be required.
Partnership
Multi member LLC
S corporation
Joint venture
Not sure
Other
19
Your ownership level?Your ownership level can affect how income, losses, and deductions are reported.
Minority (less than 50%)
50/50 (equal ownership)
Majority (more than 50%)
Not sure
20
Were you actively involved in running or managing this activity, rather than just investing?This helps us determine how the income or losses are treated on your tax return. If you mainly invested and did not help run the activity, select “No.”
Yes
No
Not sure
21
Did you receive distributions from this entity?Distributions are payments you received from the business, separate from your reported income.
YESNO
22
Did you pay for any of the following related to this income?Select any expenses you paid out of pocket that were directly related to earning this income.
MLS or professional dues
Brokerage fees or splits
Licensing or continuing education
Marketing, advertising, photos, or video
Client gifts, rebates, or incentives
Virtual assistant, assistant, or contractors
Tools, equipment, phone, computer, or software
Vehicle or mileage expenses
Office or home office expenses
Insurance, E and O, legal, or accounting
Travel, meals, or education
Other
23
Did you pay any individual or contractor $600 or more?This helps us determine whether any required tax reporting forms may be needed for payments you made.
YESNO
24
Was any of this income earned in another state?Income earned outside your home state may require additional state tax filings.
YESNO
25
How many rental properties did you own during the year?This helps us confirm how your rental income and expenses should be reported.
1
2 to 4
5 or more
26
How are the rental properties owned?Ownership structure affects how rental income, expenses, and depreciation are reported.
Personally
Single member LLC
Multi member LLC or partnership
Mixed ownership
27
Are any rental properties located in another state?Rental property in another state may require additional state tax reporting.
YESNO
28
Did you personally use any rental property during the year?Personal use can affect how rental income and expenses are calculated.
YESNO
29
Did you place a rental property into service this year?This tells us when depreciation and certain deductions can begin.
YESNO
30
Did you sell any rental property this year?Property sales may trigger capital gains, depreciation recapture, or exchange reporting.
YESNO
31
Have you claimed depreciation on rental property before?Depreciation reduces taxable income over time. If you’re unsure whether this was claimed on prior returns, select “Not sure.”
Yes
No
Not sure
32
Which rental expenses did you have?Select expenses you paid related to your rental properties during the year. This helps us calculate deductible rental costs. Select all that apply
Repairs and maintenance
Improvements or renovations
Property management fees
Mortgage interest
Property taxes
Insurance
HOA dues
Utilities
Travel related to properties
Other rental expenses
33
Did any of the following apply?These situations can affect how income and deductions are reported. Select any that apply.
You earned commissions on properties you invested in
You paid commissions to yourself or your entity
You used one entity for multiple real estate activities
You personally guaranteed loans
You incurred expenses related to real estate investing activities(Examples include marketing, travel, inspections, repairs, legal, or professional fees)
You paid expenses related to properties held for investment but not yet producing income
You incurred expenses related to a subject-to transaction(Taking over an existing mortgage without formally assuming the loan)
You incurred expenses related to an owner-financed transaction(Including seller financing, wrap mortgages, or installment sales)
You paid expenses related to evaluating, acquiring, or disposing of investment properties
You paid expenses related to property management, tenant placement, or rent collection
You incurred legal, accounting, or structuring costs related to real estate deals or entities
You paid interest, fees, or carrying costs on loans related to real estate investments
You incurred expenses related to real estate activities that did not result in a completed transaction
You incurred other real estate-related expenses not listed above
None of the above
Other
34
Is there anything unusual about your real estate, business, or investment activity this year that we should know?Use this space to share anything out of the ordinary, such as complex transactions, ownership changes, or timing issues.
Huge
Large
Normal
Small
Ok
Ok
35
Most people can file as a sole proprietorship

Let’s determine if this is right for you.

You may qualify to file as a sole proprietor if you
• Work as an independent contractor
• Earn income through gig work such as rideshare or delivery services
• Operate as a freelancer or consultant
• Are self employed or run a small business on your own
• Own a single member LLC
• Consider yourself an entrepreneur

You may also file as a sole proprietor if you received
• Form 1099 NEC or 1099 K
• Income from selling products or services
• Small business or self employment income

How this applies to your return
If any of the above describes your situation or you filed a Schedule C in the past, you can continue filing as a sole proprietor. Your personal income and business or self employment income are reported together on one tax return.
36
Were you a member or former member of the US Armed Forces (active, reserve, or National Guard) in 2025?* This field is required.
YESNO
37
What was your state of residence on December 31, 2025?* This field is required.Select your state of residence on December 31, 2025
38
I lived in another state in 2025. Previous state of residence (where you lived before moving)* This field is required.Previous state of residence (where you lived before moving)
39
Date you became a resident of typeA36* This field is required.This helps us determine whether any state tax filings are needed for the year. If you have lived in typeA36 your entire life, enter your birthdate.
Date
Month
Day
Year
40
Select any other situations that apply.* This field is required.These situations can affect how your tax return is prepared or how the IRS communicates with you. Select any that apply, or choose “None of the above apply.”
Another taxpayer is eligible to claim me as a dependent on their tax return
I was legally blind as of December 31
I am requesting a change to the language the IRS uses for written communications with me
I am a nonresident alien spouse or a dual status alien spouse
I am currently incarcerated
None of the above apply
Other
41
How many dependents do you have?* This field is required.These are usually children or other relatives you support. What if I have a nontraditional situation? A dependent doesn’t just have to be a child living at home with both parents. Modern families include dependents who were adopted, foster kids, nieces, nephews, grandkids, split custody arrangements, and other family members. Sometimes, you may not even be related to the person you’re supporting. We’ve got all of these situations covered and will help you determine if they’re eligible to be your dependent. Claiming yourself: You can’t claim yourself as a dependent. Even if you support yourself, you aren't considered a dependent on your own return. Claiming your spouse: Spouses are never considered to be your dependent, even when you support them.
Please Select
Please Select
1
2
3
4
5
6
7
8
9
10
42
Dependent #1 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep.First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
43
Dependent #2 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
44
Dependent #3 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
45
Dependent #4 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
46
Dependent #5 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
47
Dependent #6 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
48
Dependent #7 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
49
Dependent #8 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
50
Dependent #9 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
51
Dependent #10 DescriptionEnter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them. (For the best mobile experience, rotate your phone sideways if any fields appear cut off.)
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Other parent explanation?
Please Select
Please Select
Son
Daughter
Biological child
Adopted child
Child placed for adoption
Stepchild
Foster child placed by an authorized agency
Grandchild
Great grandchild
Brother
Sister
Half brother
Half sister
Stepbrother
Stepsister
Niece
Nephew
Parent
Mother
Father
Stepparent
Grandparent
Great grandparent
Aunt
Uncle
Son in law
Daughter in law
Father in law
Mother in law
Brother in law
Sister in law
Legally adopted relative
Court appointed dependent
Unrelated person who lived with you all year and qualifies as a dependent under IRS rules
Other qualifying relative
Relationship to dependent?
Months lived with you?
Childcare paid? Total $
Please Select
Please Select
Yes
No
Add another dependent?
52
Did you make money in any other states?* This field is required.This helps determine whether a state tax return is required for this income. Examples of income earned in another state include: • Living in one state and working in another • Owning or inheriting a business, farm, or rental property • Selling a home • Gambling winnings
Yes, I made money in states other than my primary state of residence.No, I didn't make money in any other states other than my primary state of residence.
53
Are you considering buying a new property or selling your property within the next 3 years?* This field is required.This allows us to prepare options and guidance that align with your timeframe.
YESNO
54
Is it ok if we share your information with our REALTOR® partner regarding your real estate goals?* This field is required.This connects you with a trusted, licensed Texas REALTOR®. They handle Buying, Leasing, Lease-to-Own, and Selling Properties. Only your name, email, and phone number are shared.
YESNO
55
Tell us a bit more about your spouse* This field is required.
I did not live with my spouse at any time between July 1 and December 31.
My spouse was considered legally blind as of December 31.
My spouse had no income.
My spouse will not file a tax return.
Another person can claim my spouse as a dependent.
Either my spouse or I are claiming itemized deductions.
My spouse was a nonresident alien at some point during the year.
None of the above apply
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Upload a copy of your government issued Driver’s License or State ID* This field is required.Upload clear images of the front and back, if applicable. Accepted documents include: • U.S. or foreign passport (valid or expired) • U.S. military ID or dependent ID • Federally recognized tribal ID or tribal enrollment records • Consular identification card (such as Matricula Consular) • Permanent resident card (Green Card) • Employment authorization document (EAD) • Birth certificate (U.S. or foreign) • Certificate of naturalization or citizenship • Immigration documents, including visa, I 94, or USCIS records • Court issued documents • Social Security card • ITIN assignment letter (CP565 or CP567) • IRS or SSA correspondence • Voter registration card or official voter record • Federal, state, or local government mail • School ID • Employer or union ID
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Max. file size: 10.6MB
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Upload Social Security Cards for all individuals listed on this return.* This field is required.Applies to you, your spouse, and dependents. If you do not have a valid Social Security card, acceptable alternatives include: • SSA replacement receipt • SSA 1099 or SSA 1099 SM • W 2 or 1099 forms (NEC, MISC, R, INT, DIV) • Prior year tax return showing full SSN or ITIN • IRS or SSA correspondence, including CP letters • U.S. passport • State or local government records showing SSN • Court or military records listing SSN • Pay stub showing full SSN • ITIN assignment letter (CP565 or CP567)
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Max. file size: 10.6MB
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Upload any Birth Certificates, if applicable.Required only if requested to verify dependent eligibility. If a birth certificate is unavailable for a child, acceptable alternatives may include: • U.S. or foreign passport • Certificate of citizenship or naturalization • Hospital birth record • Medical or school records showing the child’s name and date of birth • Adoption, custody, guardianship, or foster care documents • Immigration records, including visa, I-94, or USCIS documents • State, local, or tribal records listing the child’s name and date of birth • ITIN assignment letter CP565 or CP567 verifying identity
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Max. file size: 10.6MB
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Upload all tax documents for this tax year.* This field is required.Examples include Forms W-2, 1099-NEC, 1099-MISC, 1099-G, 1099-R, 1098-T, Schedule C income records, receipts, and other documents that report or support taxable income.
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Do you have additional income forms to upload.* This field is required.Examples include Social Security, disability, pension, unemployment, or other government issued income statements.
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Are you self employed or do you have additional self employed income for this tax year.* This field is required.This includes income from freelance work, contract work, gig work, side businesses, consulting, commissions, or any income not reported on a W2.
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Setup an Expert Refundy Tax Consultation ReviewIdeal for business owners, self-employed individuals, investors, or anyone with complex filings, multiple income sources, or prior-year tax issues.
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Head of Household Residency Verification* This field is required.To file as Head of Household, IRS rules require documentation showing that your child or dependent lived with you for more than half of the year. Accepted documents must show the same address listed below and may include school, medical, or government records. Address on file: {Address} Acceptable Documents:• School records or enrollment letters showing address • Daycare or childcare provider records • Medical, dental, or insurance records showing address • Government correspondence, including IRS, SSA, SNAP, TANF, WIC, or Medicaid • Lease, rental agreement, or housing authority records • Mortgage statements • Property tax records • Utility bills, including electric, gas, water, or internet • Bank or credit union statements • Court or custody documents listing address The address shown on uploaded documents must match {Address}
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Please Sign to Confirm Taxpayer Responsibility and Refund Offset Disclosure* This field is required.Refundy Tax Preparation prepares and files tax returns accurately based on the information provided by the client. We do not control, prevent, or reverse IRS or state refund offsets. Disclosure of potential offsets allows us to properly advise you and helps avoid delays or misunderstandings regarding your refund. I certify that all information, documents, and statements I provide are true, correct, and complete to the best of my knowledge. I understand that I am responsible for the accuracy of my tax return, even if prepared by a tax professional. I acknowledge that omissions, misstatements, or failure to disclose information may result in penalties, interest, audits, offsets, or other enforcement actions by taxing authorities.
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Please verify that you are human* This field is required.
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Most people can file as a sole proprietorship

Let’s determine if this is right for you.