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  • Today's Date*
     - -
  • Will a spouse be filing with you?*
  • Are you a US Citizen?*
  • SSN or ITIN?*
  • Format: (000) 000-0000.
  • Has Client person passed away before the filing of this return?*
  • Do you know your filing status?*
  • Since you are HOH, what documentation can you provide?
  • SSN or ITIN?
  • Format: (000) 000-0000.

  • Dependents Information

  • Do you have dependents?*
  • Do you have any dependents with last names that are different from yours?
  • What documents can you provide the IRS for proof of relationship, if they ask?
  • SSN or ITIN?
  • Dependent 1 Gender
  • Did this dependent earn over $5050 during the last year?
  • Do you have another dependent you would like to add?
  • SSN or ITIN?
  • Dependent 2 Gender
  • Did this dependent earn over $5050 during the last year?
  • Do you have another dependent you would like to add?
  • SSN or ITIN?
  • Dependent 3 Gender
  • Did this dependent earn over $5050 during the last year?
  • Do you have another dependent you would like to add?
  • SSN or ITIN?
  • Dependent 4 Gender
  • Did this dependent earn over $5050 during the last year?
  • Do you have another dependent you would like to add?
  • SSN or ITIN?
  • Dependent 5 Gender
  • Did this dependent earn over $5050 during the last year?
  • Do you have another dependent you would like to add?
  • SSN or ITIN?
  • Dependent 6 Gender
  • Did this dependent earn over $5050 during the last year?

  • Dependents Information

  • What documents can you provide to prove dependent(s) resided with you? (Click All That Apply)*

  • Does this apply to you?: (select one option below)

    If someone has custody of their child, but wants to release the right to claim the child's exemption to the non-custodial parent, this is perfectly legal. This is typcially done if you don't file a return OR if you reach an agreement with your child's noncustodial parent. Does this apply to you?

  • Does this apply to you?*
  • Did you pay for child care?*
  • Format: (000) 000-0000.

  • Insurance & General Querys

  • Almost Done...

  • Click ALL that apply from April 1 - Dec. 31, 2020 ? You may be eligible for an increased refund for a Family Sick/Leave credit (whether you're W2 and/or Self-Employed).
  • We can use your Self Employment Income from last year or this year, whichever yields you the HIGHEST REFUND. What is yr exact SE from last year? It can delay your refund if the SE amount is not accurate. (Line 6 on your 1040)
  • You agree to login to your state Unemployment portal and download your 1099-G
  • As a part of the the Coronavirus Relief Package 2020, the highest EIC amount will be applied to your taxes (last year vs. this year); HOWEVER, we will need the EXACT amount (it must match IRS data to avoid yr refund being held up).
  • The Lookback Rule allows us to elect to use your EIC from last year or this year, whichever yields you the HIGHEST REFUND. What is yr exact EIC from last year? It can delay your refund if the EIC amount is not accurate. (Line 27 on your 1040)
  • Click ALL that apply IF you're 17-24 y.o.
  • If applicable, Select WHY YOU DID NOT receive your 1st stimulus (or the correct amount).
  • What Type of Health Insurance did YOU have last year (or for the year you're filing this return)? - not your spouse or dependents:
  • What Type of Health Insurance Did Your SPOUSE (if being listed on this return) have? (not you or your dependents):
  • Did taxpayer or any other family member on this return purchase health insurance at the "Marketplace" in 2024 (received Form 1095-A)?*
  • Were you legally blind as of December 31?*
  • Were you legally disabled as of December 31?*
  • Were you a Full Time Student for at least 5 month?*
  • Can you be claimed as a Dependent on another person's return?*
  • At any time during 2024, did you (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?*
  • Do you wish to contribute $3 to the Presidential Election Campaign Fund?*
  • Was at least one of your parents alive at the end of last year?*
  • Did you receive support from others that covered more than half your expenses?*

  • Income, Deductions & Adjustments

  • Do you have any of the deductions? (check all that apply)*
  • Which forms of Income do you have? (check all that apply)*
  • Do you have any of the following adjustments? (check any that apply)
  • Are you or have you EVER been banned from Claiming EIC, also called EIC Disallowed?*

  • Tell us about Your Refund for Last Year

  • Did you get your refund last tax season?*
  • Why do you think you didn't receive it yet?*

  • Select Disbursement Method

  • Read carefully...the below part is about your refund i.e. your money.

  • I want to ENSURE the IRS does not hold up my refund, so I am going to www.IRS.gov to obtain an IP Pin for myself and/or my Dependents. I will then send this 6-digit pin for EACH of us to my Tax Preparer.*
  • Paying Tax Prep Fee at time of service OR getting a bank product?*
  • Checking account info (on the bottom of my 1040) will NOT be yours. It will be Refund Advantage's account info (since tax prep fee is deducted from refund and/or applying for Cash Advance).*
  • Do you want to apply for the Fast Cash Advance ($250 to $7,000). This is available Jan. 2nd to Feb. 28th BUT only after you have all your tax documents (to avoid the IRS delaying your refund).*
  • How do you want your refund disbursed to you (if applicable)?*
  • I acknowledge that my preparer will copy/paste the above account numbers into the tax software. I also acknowledge that the numbers I input above are correct.*
  • I acknowledge that IF the account info I input is NOT accurate, there's NO way to reverse funds if it lands in someone else's account. ONLY IF the account does not exist, will it be reversed back to Refund Advantage; and you will be issued a Check.*
  • I acknowledge I will contact Refund Advantage directly to change my banking info (or any other questions about my disbursement) if needed. SWYD and save RA info in your phone contacts now (Live Chat) text is 866-876-6648.*
  • Select a Security Question for Bank Verification:*

  • Tax Preparer's Information, IDs & Signatures

  • Last Page

  • Put Your Tax Preparer's Information

    This is not for You to put Your Information. 

     In order for your Tax Preparer to receive a copy of this form, you must input their information correctly.

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