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Tax Documents Gather your documents and information Upload them and we'll get to work for you

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  • 1. Scan Documents
  • 2. Enter Information
  • 3. Upload Your Files
  • 4. Get Your Return
  • W-2 Forms
  • 1099-Misc Forms
  • Mortgage Statements
  • Insurance Coverage Documents
  • Amount of Stimulus Received
  • Copies of Soc. Sec. Cards
  • Any other income/expense document

Personal Information

  • Your social security number or tax ID number
  • Your spouse’s full name, social security number or tax ID number, and date of birth
  • Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  • Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependent’s Information

  • Dates of birth and social security numbers or tax ID numbers
  • Babysitting or Childcare records (including the provider’s tax ID number) if applicable
  • W-2 Forms or other income information (If dependent worked or had income)

Income Documents

Employees

  • W-2 Forms
  • Unemployment (1099-G)
  • Interest on Savings or Escrow Accounts

Self-Employed

  • 1099-Misc Forms
  • 1099-NEC
  • Schedules K-1
  • Business-use vehicle information (cost, date placed in service, etc.) for depreciation
  • Business Mileage Information
  • Record of estimated tax payments made (Form 1040–ES)
  • Office in home information, if applicable

Other Income

  • Rental Property Records of income and expenses
  • State tax refund
  • IRA, 401-K Retirement Contributions or Distributions
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Transactions involving cryptocurrency (Virtual currency)
  • If you sold a house, Settlement Agreements of Purchase and Sale of property
  • Health Savings Account and long-term care reimbursements
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Record of alimony paid/received with ex-spouse’s name and SSN

Expenses and Deductions

  • Medical expenses, including healthcare, insurance, and to doctors, dentists, and hospitals
  • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
  • Forms 1098 or other mortgage interest statements
  • Real estate and personal property tax records
  • Donations to churches, schools or other charitable organizations
  • Education Expenses Forms 1098-T from educational institutions
  • Student Loan Interest Form 1098-E
  • Any other expense document

Let's Get Started . . .

IMPORTANT: You will need to provide the total amount you, your spouse and dependent children received in the two rounds of the COVID-19 CARES stimulus packages given by the government. Usually the first round was $1,200 per adult and $500 per child along with Notice 1444 (See Sample Notice 1444 here). The second round was $600 per adult and $600 per child, but these amounts may have been adjusted based on your annual income.

Basic Information

Children or Dependent Information

If you don't have dependents, just click Next to Continue

Enter Babysitter or Child Care Information

Income and Expense Information

SELECT THE TYPES OF INCOME YOU RECEIVED

SELECT THE TYPES OF EXPENSES YOU HAD

Please Check ALL that applies

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E-Signed On: 01/23/2021 from IP 3.221.159.255