Information about Your Health Insurance
Social Security or ITIN
Did you, your spouse, and/or your dependents have any medical coverage during the year?
Choose from the following options
Select
Health Marketplace (ObamaCare, Oscar, Ambetter, Signa, etc)
Medicaid/Medicare
Through my employer
Private
*If you obtained coverage through the Health Marketplace, you must provide Form 1095A
Income Information
Were you and/or your spouse an employee for part or all of the year?
Did you receive the W2 form?
How many did you receive?
*If you received one or more W2 forms, you must upload them to the system
Did you and/or your spouse receive any lottery winnings?
Did you receive the W2G form?
How many did you receive?
*If you received one or more W2G forms, you must upload them to the system
Were you and/or your spouse a freelancer or independent worker for part or all of the year?
Did you receive the 1099NEC form?
How many did you receive?
*If you received one or more 1099NEC forms, you must upload them to the system
Did you and/or your spouse have your own business, LLC (sole proprietorship) during the year?
Did you receive a 1099NEC, 1099K, etc.?
How many did you receive?
*If you received one or more 1099NEC or 1099K forms, you must upload them to the system
If you are an independent contractor, please
download the form for deductions applicable to that work.
Upload the income and expense forms
Do you and/or your spouse own any property(ies) for which you receive rental income?
Did you receive a 1099MISC form?
How many did you receive?
*If you received one or more 1099MISC forms, you must upload them to the system
(Upload the income and expense forms
HERE )
Were you and/or your spouse a beneficiary of unemployment compensation?
Did you receive a 1099G form?
*If you received one or more 1099G forms, you must upload them to the system
Were you and/or your spouse a beneficiary of Social Security compensation?
Did you receive a 1099SA form?
How many did you receive?
*If you received one or more 1099SA forms, you must upload them to the system
Information about Your Investments, Stocks, and/or Dividends
Did you receive the 1099DIV form?
How many did you receive?
*If you received one or more 1099DIV forms, you must upload them to the system
Did you receive the 1099R form?
How many did you receive?
*If you received one or more 1099R forms, you must upload them to the system
Did you receive the 1099INT form?
How many did you receive?
*If you received one or more 1099INT forms, you must upload them to the system
Did you receive the K1 form?
How many did you receive?
*If you received one or more K1 forms, you must upload them to the system
Did you receive the 1099B form and/or stocks?
How many did you receive?
*If you received one or more 1099B forms, you must upload them to the system
Did you invest in cryptocurrencies?
Did you receive a form/report?
How many did you receive?
*If you received one or more reports of cryptocurrency investments/stocks, you must upload them to the system
Information about Your Deductions and Additional Expenses
Were you and/or your spouse homeowners?
Did you receive a 1098 form with information about your mortgage interest?
Did you make a separate property tax payment in addition to your mortgage payment?
What was the amount of property taxes paid?
*If you received one or more 1098 forms, you must upload them to the system
Did you make a donation to a charitable entity?
What was the amount of your donation?
Did you receive a form and/or letter supporting your donation?
Did you, your spouse, or any of your dependents attend college or university?
Did you receive a 1098T form?
Did any of your dependents attend a daycare, private school, or participate in extracurricular activities for which you made a payment?
What was the annual amount you paid?
Do you have evidence (letter/invoice) of this expense?
Additional Information
Include any information of importance for your tax return, as well as any comments
Banking Information
If you were to receive a refund from the IRS, what would be your preferred banking information
Account Number
Número de Ruta
Bank Name
Additional information to be attached
Identification and Social Security Cards of each person appearing on the tax return
Birth certificate of dependents
Documents proving that the dependent lived with you during the year (educational records, medical records, rental agreement, custody, etc.)
*LIABILITY NOTICE
*REQUIRED SIGNATURE
Customer's Name
Date
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