Refundy Main Tax Payer Form

1
Phone Number* This field is required.
Area Code
Phone Number
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.
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.
No Dashes - All one number
7
Take a selfie* This field is required.This is required to verify your identity and protect against tax fraud and unauthorized filings.
8
What is your marital and 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
9
Do any of these apply to you?* This field is required.Your response helps us provide more accurate support. Select all that apply.
I paid for Health Insurance
I want to maximize deductions and credits
I donated to charity
I have a job (W-2)
I'm a freelancer/gig-worker
I'm self-employed
I own a business that is an S-corp, partnership, or multi-member LLC
I have unemployment income
I receive social security income
I have children/dependents
I own a home / property
I paid rent
I own a rental property
I sold stock or crypto
I plan to buy or sell a home this year
Other
10
Do any of these apply to you or your spouse?* This field is required.Your response helps us provide more accurate support.
I paid for Health Insurance
I want to maximize deductions and credits
I donated to charity
I have a job (W-2)
I'm a freelancer/gig-worker
I'm self-employed
I own a business that is an S-corp, partnership, or multi-member LLC
I have unemployment income
I receive social security income
I have children/dependents
I own a home / property
I paid rent
I own rental property
I sold stock or crypto
I plan to buy or sell a home this year
None of the above apply
Other
11
What best describes your business?* This field is required.
I’m self-employed: Includes sole proprietorships or single-member LLCs
It’s a small business: Includes S-corps, partnerships, multi-member LLCs, or something else
I’m not sure
12
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.
13
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
14
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
15
Were you a member or former member of the US Armed Forces (active, reserve, or National Guard) in 2025?* This field is required.
YESNO
16
What was your state of residence on December 31, 2025?* This field is required.Select your state of residence on December 31, 2025
17
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)
18
Date you became a resident of Texas* This field is required.
Date
Year
Month
Day
19
Select any other situations that apply.* This field is required.
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
20
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
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21
Dependent #1 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep.First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
22
Dependent #2 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
23
Dependent #3 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
24
Dependent #4 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
25
Dependent #5 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
26
Dependent #6 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
27
Dependent #7 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
28
Dependent #8 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
29
Dependent #9 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
30
Dependent #10 Description* This field is required.Enter the dependent’s full legal name, relationship to you, and any additional details needed to properly claim them.
Dep. First & Last Name
Birthday (MMDDYYYY)
SSN (Numbers Only)
Why not claimed?
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?
31
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
32
Did you make money in any other states?* This field is required.This helps us know if you need to file a state return for this income. Here are some examples of what counts as making money in another state: 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 Texas.No, I didn't make money in any other states.
33
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
34
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® with 23+ years of experience. Only your name, email, and phone number are shared.
YESNO
35
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.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
36
Upload Social Security Cards for all individuals listed on this return.* This field is required.This includes yourself, spouse, and dependents.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
37
Upload Birth Certificates for dependents, if applicable.* This field is required.Required only if requested to verify dependent eligibility.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
38
Upload all tax documents for this tax year.* This field is required.Examples include W 2s, 1099 NEC, 1099 MISC, 1099 G, 1099 R, 1098 T, Schedule C income and receipts, and any other income related documents.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
39
Do you have additional income forms to upload.* This field is required.Examples include Social Security, disability income, pension income, unemployment, or other government issued income statements.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
40
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.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
41
Setup an Expert Refundy Tax Consultation Review
42
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.
Clear
43
Please verify that you are human* This field is required.
Should be Empty:

Most people can file as a sole proprietorship

Let’s determine if this is right for you.