Prior-Year Tax Return Intake | The Filing Factory

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Before We Begin
I understand that each prior tax year must be reviewed separately, and that additional documents, information, tax transcripts, or prior returns may be required before my return can be prepared.
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1. Which prior tax year(s) do you need to file?* This field is required.
2025
2024
2023
2022
2021
2020
2019 or earlier
I'm not sure which years I need to file
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2. What type of prior-year return do you need?* This field is required.
Personal / Individual Tax Return
Personal / Individual Tax Return
Personal / Individual Tax Return
Personal / Individual Tax Return
Personal / Individual Tax Return
I'm not sure
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3. Why wasn't the return filed?
I didn't have my tax documents
I thought I wasn't required to file
I couldn't afford tax preparation
I expected to owe taxes
Personal circumstances prevented me from filing
Previous preparer didn't complete/file the return
Business records weren't ready
I recently learned the return wasn't filed
Other
Prefer not to say
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4. Has the IRS contacted you about an unfiled return?* This field is required.
Yes
No
Unsure
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5. Has a state or local tax agency contacted you about an unfiled return?
Yes
No
Unsure
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6. Has the IRS prepared or proposed a return for you for any missing year?
Yes
No
Unsure
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7. Are you currently facing a deadline related to one of these returns?* This field is required.
Yes
No
Unsure
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8. What is the deadline?
Date
Year
Month
Day
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9. Have you filed any tax returns since the oldest missing year?
Yes
No
Unsure
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Tell us anything else we should know about your prior-year filing situation.
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Ok
Ok
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Legal First Name* This field is required.
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Legal Middle Name
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Legal Last Name* This field is required.
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Date of Birth* This field is required.
Date
Year
Month
Day
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Social Security Number or ITIN* This field is required.
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Current Mailing 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
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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
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Canada
Cape Verde
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Chile
China
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Dominican Republic
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Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
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Greece
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Laos
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Liberia
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Lithuania
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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
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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
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Phone Number* This field is required.
Please enter a valid phone number.
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Email Address* This field is required.
example@example.com
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Preferred Contact Method
Please Select
Phone
Text
Email
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Are you a returning client of The Filing Factory?
YESNO
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Has your legal name changed since any of the tax years you're asking us to prepare?
YESNO
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Has your address changed since any of those tax years?
YESNO
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Prior-Year Filing Details* This field is required.Add one row for each tax year you need prepared.
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Did you experience any of the following during one or more of the tax years being prepared?
Marriage
Divorce or legal separation
Birth or adoption of a child
Change in child custody/dependent eligibility
Death of spouse
Started a business
Closed a business
Purchased a home
Sold a home
Moved to another state
Worked in multiple states
Unemployment
Retirement
College/education expenses
Marketplace health insurance
Cryptocurrency/digital asset activity
Sale of stocks or investments
Rental property activity
Cancellation of debt
IRS or state tax notice
Identity theft/tax-related fraud issue
None of the above
Other
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Explain Any Major ChangesTell us which tax year the change occurred and briefly explain what happened.
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Ok
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1. Do you have all of your tax documents for the year(s) you need filed?* This field is required.
Yes
No
Unsure
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2. Which documents are you missing?
W-2
1099-NEC / 1099-MISC
1099-K
1099-G / Unemployment
1099-R / Retirement
SSA-1099 / Social Security
1099-INT / Interest
1099-DIV / Dividends
1099-B / Investment activity
1098 / Mortgage Interest
1098-T / Tuition
Form 1095-A / Marketplace Insurance
Schedule K-1
Business income/expense records
Prior-year tax return
Other
I don't know what I'm missing
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3. Do you have IRS Wage & Income Transcripts for the missing year(s)?
Yes
No
Unsure
I don't know what this is
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4. Do you have IRS Account Transcripts for the missing year(s)?
Yes
No
Unsure
I don't know what this is
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5. Upload Available Tax DocumentsUpload available W-2s, 1099s, 1098s, 1095-A forms, K-1s, income records, expense records, and other tax documents. Include documents for each year you are requesting preparation.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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6. Upload IRS TranscriptsUpload any Wage & Income, Account, Return, or Record of Account transcripts you currently have.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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7. Upload Previously Filed Tax ReturnsUpload the most recently filed federal and state tax returns available to you. Prior returns can help identify carryovers and other information affecting the missing years.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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8. Upload IRS or State Tax NoticesUpload all pages of any IRS or state notices concerning the tax years you need assistance with.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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I understand that I may be asked to complete an additional tax intake for the tax year(s) selected.* This field is required.
Yes, I understand.
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Which return would you like The Filing Factory to address first?* This field is required.If you selected more than one return type, tell us which return you would like reviewed first. The Filing Factory will determine the appropriate preparation order when returns are connected.
Personal / Individual Return
Self-Employed / Schedule C
Partnership — Form 1065
S Corporation — Form 1120-S
C Corporation — Form 1120
I only need one return type
I'm not sure — please review my information
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1. Have you or another preparer already attempted to prepare or electronically file any of these returns?* This field is required.
Yes
No
Unsure
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2. Was any prior-year return rejected when electronically filed?
Yes
No
Unsure
Not applicable
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3. Do you have a copy of any return that was prepared but not successfully filed?
Yes
No
Unsure
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4. Are you currently on an IRS payment plan?* This field is required.
Yes
No
Unsure
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5. Do you currently owe the IRS for another tax year?* This field is required.
Yes
No
Unsure
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6. Do you currently owe a state tax agency for another tax year?
Yes
No
Unsure
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7. Has the IRS held or applied a previous refund to another tax debt or government obligation?
Yes
No
Unsure
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8. Have you received an Identity Protection PIN (IP PIN) from the IRS for any year being prepared?* This field is required.
Yes
No
Unsure
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9. Do any dependents included on these returns have an IRS IP PIN?
Yes
No
Unsure
No dependents
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10. Have you experienced a tax-related identity theft issue involving any of these years?
Yes
No
Unsure
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Prior-Year Filing Issues or ConcernsBriefly explain any rejected returns, prior filing attempts, IRS/state balances, payment arrangements, identity-related issues, or other concerns that The Filing Factory should know about. Include the applicable tax year whenever possible.
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Ok
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Upload Prior Filing or Rejection RecordsUpload any available rejected-return notices, previously prepared but unfiled returns, IRS/state correspondence, or other records related to a prior filing attempt.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Information Certification
I certify that the information and documents I provided are true, complete, and accurate to the best of my knowledge. I understand that The Filing Factory will rely on the information I provide when reviewing my prior-year filing needs.
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Documents Acknowledgment
I understand that additional tax documents, IRS transcripts, prior returns, records, or other information may be required before my prior-year return(s) can be prepared.
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Prior-Year Review
I understand that each tax year will be reviewed separately and that filing requirements, available credits and deductions, penalties, interest, refund eligibility, and filing procedures may differ by tax year.
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Electronic Filing Acknowledgment
I understand that submitting this intake does not authorize The Filing Factory to electronically file any tax return. I will review my completed return and complete any required filing authorization separately before submission.
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Communication Consent
I authorize The Filing Factory to contact me using the phone number and email address provided regarding my intake, missing documents, questions, preparation status, and filing-related matters.
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Person Completing This Intake* This field is required.
First Name
Last Name
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Taxpayer Electronic Signature* This field is required.By signing below, I acknowledge that I have reviewed the information submitted in this intake and certify that it is accurate to the best of my knowledge.
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Date Signed
Date
Year
Month
Day
Should be Empty: