2026 Personal Tax Intake

Thank you for choosing The Filing Factory. This secure intake helps us understand your household, income, deductions, credits, and filing needs. Please answer every question completely and honestly. Additional information or documentation may be requested before your return is prepared or filed.

Estimated completion time: 20–30 minutes. You may save your progress and return later.

Before continuing, please confirm the following:* This field is required.

I am completing this form for myself or with the taxpayer’s authorization.

I understand that submitting this form does not mean my return has been prepared, approved, or filed.

I understand that The Filing Factory may request additional information or documents.

I do not agree and cannot continue.

Full Name* This field is required.

First Name

Last Name

Date of Birth* This field is required.

Date

Occupation* This field is required.

Mobile Phone Number* This field is required.

Please enter a valid phone number.

Email Address* This field is required.

example@example.com

Returning Client?* This field is required.

Yes

Current Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Did you live in more than one state during 2026?* This field is required.

Yes

When did you move?

Date

What was your marital status on December 31, 2026?* This field is required.

Single

Married

Legally Separated

Divorced

Widowed

Do you plan to file a joint tax return with your spouse?* This field is required.

Yes

Unsure

Can someone else claim you as a dependent?* This field is required.

Yes

Unsure

Spouse's Full Legal Name

First Name

Last Name

Spouse's Date of Birth

Date

Spouse's Occupation

Are you claiming any dependents?* This field is required.

Yes

How many individuals would you like me to evaluate as possible dependents or qualifying persons?* This field is required.

Dependents* This field is required.Add each person you may claim as a dependent on your 2026 tax return. Click + Add Row to enter another dependent.

Upload any Supporting Documents for DependentsSocial Security card Birth certificate School records Daycare records Custody agreement (if applicable)

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Max. file size: 10.6MB

Which types of income did you receive during 2026? (Select all that apply.)* This field is required.

W-2 Employment

Self-Employment (1099-NEC, Freelance, Gig Work)

Social Security Benefits (SSA-1099)

Retirement or Pension (1099-R)

Unemployment Compensation

Interest/Dividends

Investment Sales

Rental Property Income

Other Income

I had no income

How many W-2 forms did you receive?* This field is required.

Did you work in more than one state?* This field is required.

Yes

Have you received all of your W-2 forms?* This field is required.

Yes

Still Waiting

You can continue completing this intake now. Please upload any W-2s you already have. You can return later using “Save My Progress & Finish Later” to add the remaining W-2(s) once received.

Upload Your W-2 FormsUpload clear copies or photos of all W-2 forms you received for the 2026 tax year. You may upload multiple files.

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Max. file size: 10.6MB

Did you take an early retirement distribution?* This field is required.

Yes

Unsure

Did you roll over any retirement funds into another retirement account?* This field is required.

Yes

Unsure

Did you convert retirement funds to a Roth IRA?* This field is required.

Yes

Unsure

Upload Forms 1099-R, SSA-1099, RRB-1099, or 1099-G* This field is required.Upload clear copies of all retirement, Social Security, railroad retirement, and unemployment income documents received for 2026. You may upload multiple files.

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Max. file size: 10.6MB

Which of the following applied to you during 2026? (Select all that apply.)* This field is required.

Education - I/my spouse/dependent attended eligible college or vocational school.

Education - I paid student loan interest.

Child & Family - I paid for childcare/dependent care so I could work or look for work during 2026.

Adoption - I adopted a child in 2026.

Healthcare - I had Marketplace (Health Insurance Marketplace) coverage.

HSA - I contributed to a Health Savings Account (HSA).

Retirement & Savings - I contributed to an IRA.

Tax Payments - I made estimated tax payments.

Homeownership - I paid mortgage interest.

Homeownership - I paid property taxes.

Homeownership - I purchased or installed energy-efficient home improvements.

Other - I made charitable donations.

Other - I purchased a qualified electric vehicle.

Qualified Tips

Qualified Overtime

Qualified personal-use vehicle loan interest

None of the above.

Upload Your Driver's License or State ID* This field is required.Upload the front (and back if applicable) of your current government-issued photo identification.

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Max. file size: 10.6MB

Upload Social Security Cards or ITIN Documentation

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Max. file size: 10.6MB

Education Docs, Childcare/Dependent Care, Adoption, Healthcare, Home Ownership Docs

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Max. file size: 10.6MB

Upload Supporting Tax DocumentsExamples: Form 1098 Form 1098-T Form 1098-E Property tax statements Charitable donation receipts Childcare provider statements HSA records

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Max. file size: 10.6MB

Upload Your 2025 Federal Tax ReturnIf you filed with another preparer last year, uploading your prior return helps us prepare a more accurate return and identify carryovers or other items that may affect your 2026 taxes.

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Max. file size: 10.6MB

Taxpayer Acknowledgment* This field is required.

I certify that the information I have provided is true, complete, and accurate to the best of my knowledge. I understand that The Filing Factory will rely on the information and documents I provide to prepare my tax return, and that additional information or documentation may be requested before my return can be completed.

Electronic Communication Consent* This field is required.

I authorize The Filing Factory to communicate with me regarding my tax return using the phone number and email address I provided. I understand that communication may include appointment reminders, requests for additional documents, updates regarding my return, and filing notifications.

Taxpayer Electronic Signature* This field is required.By signing below, I certify that the information submitted through this intake form is true and complete to the best of my knowledge. I understand that completing this intake form does not constitute the filing of my tax return and that additional information may be required before my return can be prepared and electronically filed.

You reported self-employment income. Please stop here and complete the Self-Employed Tax Intake to continue your tax onboarding.

Save your progress now, you may return at a later time.

https://freshstartrs.com/pages/self-employed-tax-intake

2026 Personal Tax Intake