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Tax Return Documentation for Individuals

  1. Instructions

    1. Instructions

  2. Personal Information

    1. *Full Name

    2. *Social Security Number (SSN)

    3. *Date of Birth

    4. *Address

    5. *Phone Number

    6. *Email Address

    7. *Occupation

    8. *Marital Status

  3. Spouse Information

    1. Spouse Details (if applicable)

  4. Dependents Information

    1. Dependents Details (if applicable)

  5. Income Documentation

    1. Employment Income

    2. Self-Employment Income

    3. Investment Income

    4. Rental Income

    5. Other Income

  6. Deduction (Part I)

    1. Standard vs. Itemized Deductions

  7. Itemized Deductions (Part II)

    1. Medical and Dental Expenses

    2. Real Estate and Personal Property Taxes

    3. Mortgage Interest (Form 1098)

    4. Charitable Contributions

    5. Casualty and Theft Losses

    6. Educator expenses

    7. IRA contributions

    8. Student loan interest

    9. Miscellaneous Deductions

  8. Credits Documentation

    1. Child and Dependent Care Credit

    2. Education Credits

    3. Retirement Savings Contribution Credit

    4. Energy Efficient Home Improvement Credit

    5. Other Credits

  9. Payments and Refunds

    1. Estimated Tax Payments

    2. Refunds and Amounts Owed

  10. Miscellaneous

    1. *Were You Notified or Audited by the IRS or a State/Local Taxing Authority This Year or Prior?

    2. How Would You Like to Receive Your Tax Return Copy?

    3. Anything Else You Would Like Us to Know?

  11. Acknowledgement

    1. *Name

    2. *I declare and acknowledge that, to the best of my knowledge, all the information provided is accurate.

Tax Return Documentation for Individuals


Tax Return Documentation for Individuals

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Instructions

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*Response requiredFull Name

*Response requiredSocial Security Number (SSN)

*Response requiredDate of Birth

*Response requiredAddress

*Response requiredPhone Number

+31

*Response requiredOccupation

*Response requiredMarital Status

  • Single

  • Married filing jointly

  • Married filing separately

  • Head of household

  • Qualifying widow(er)

Spouse Details (if applicable)

    • Full Name

    • Social Security Number (SSN)

    • Date of Birth

    • Phone Number

    • Email

  • Add an item

Dependents Details (if applicable)

    • Full Name

    • Social Security Number (SSN)

    • Date of Birth

    • Relationship

  • Add an item

Employment Income

  1. W-2 Forms from all employers
  2. Pay stubs if W-2 is not available

Choose filesor drag files here

Self-Employment Income

  1. 1099-MISC or 1099-NEC forms
  2. Business income and expense records
  3. Profit and loss statements

Choose filesor drag files here

Investment Income

  1. 1099-INT for interest income
  2. 1099-DIV for dividends
  3. 1099-B for sales of stock, bonds, etc.
  4. Year-end brokerage statements

Choose filesor drag files here

Rental Income

  1. Records of rental income received
  2. Expense records (repairs, maintenance, etc.)

Choose filesor drag files here

Other Income

  1. Unemployment income (1099-G)
  2. Social Security benefits (SSA-1099)
  3. Alimony received
  4. Any other miscellaneous income (prizes, gambling winnings, etc.)

Choose filesor drag files here

Standard vs. Itemized Deductions

Select how you want to proceed.


Standard deduction lowers your income by one fixed amount.


Itemized deduction amount is determined by adding all applicable deductions and subtracting the sum from your taxable income. We'll ask for detailed breakdown in the next step if you select to use itemized deductions.


You can't claim both.

  • Standard Deduction

  • Itemized Deduction

Medical and Dental Expenses

Choose filesor drag files here

Real Estate and Personal Property Taxes

Choose filesor drag files here

Mortgage Interest (Form 1098)

Choose filesor drag files here

Charitable Contributions

Choose filesor drag files here

Casualty and Theft Losses

Choose filesor drag files here

Educator expenses

Choose filesor drag files here

IRA contributions

Choose filesor drag files here

Student loan interest

Choose filesor drag files here

Miscellaneous Deductions

Choose filesor drag files here

Child and Dependent Care Credit

  1. Amount paid for daycare
  2. Care provider’s name, address, and Taxpayer Identification Number (TIN)

Choose filesor drag files here

Education Credits

  1. Form 1098-T from educational institutions
  2. Receipts for qualified education expenses

Choose filesor drag files here

Retirement Savings Contribution Credit

  1. Contribution records for retirement accounts

Choose filesor drag files here

Energy Efficient Home Improvement Credit

  1. Receipts and manufacturer’s certification for energy-efficient home improvements

Choose filesor drag files here

Other Credits

  1. Earned Income Tax Credit (EITC) documentation
  2. Adoption credit documentation

Choose filesor drag files here

Estimated Tax Payments

  1. Records of quarterly estimated tax payments made

Choose filesor drag files here

Refunds and Amounts Owed

  1. Bank account information for direct deposit
  2. Payment options if taxes are owed

Choose filesor drag files here

*Response requiredWere You Notified or Audited by the IRS or a State/Local Taxing Authority This Year or Prior?

  • Yes

  • No

How Would You Like to Receive Your Tax Return Copy?

  • Electronic Copy

  • Paper Copy

Anything Else You Would Like Us to Know?

*Response requiredName

*Response requiredI declare and acknowledge that, to the best of my knowledge, all the information provided is accurate.

  • I acknowledge