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Taxpayer & Spouse Information
Taxpayer Name
First Name
Last Name
Email
*
example@example.com
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Income Sources
*
W-2
1099-NEC
1099-Misc
Geek/Business Income
K-1
Unemployment 1099-G
Social Security (SSA-1099)
Investment/Dividends/Stocks/Cryptos
Gambling Winnings (W2-G)
Number of Dependents
*
Please Select
0
1
2
3
4
5+
Number of W-2s
*
Please Select
0
1
2
3
4
5+
Number of 1099-NEC
*
Please Select
0
1
2
3
4
5+
Number of K-1 P/S
*
Please Select
0
1
2
3
4
5+
Number of Brokerage Accounts
*
Please Select
0
1
2
3
4
5+
Deductions & Credits
*
IRA/SEP/SIMPLE Contributions
HSA Contributions (Form 8889)
Student Loan Interest (1098-E)
Mortgage Interest (1098)
Property Taxes Paid
Donations
Education Credits (1098-T)
None
Describe any major life changes this year (e.g. marriage, divorce, birth, move, etc.)
Submit
Should be Empty: