Tax Form

Easy Tax Quiestionnaire

Info needed to generate tax return

First Name *

Last Name *

Suffix

i.e., Jr., III

SSN *

Social Security Number

Email *

Phone *

Is This Number a Cell Phone? *

Address *

Filing Status *

Spouse's First Name

Spouse's Last Name

Spouse's Suffix

.e., Jr., III

Spouse's SSN

Spouse's Date of Birth

Spouse's Email

How Many Dependents Do You Have? *

Number of dependents you're claiming.

Dependents

Add as many dependents as needed by clicking "Add" below. If you answered 0 to the dependents questions on the previous page, just click "Next" below to proceed.

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Dependent's First Name

Please enter full name

Dependent's Last Name

Please enter full name

Dependent's Suffix

i.e., Jr., III

Dependent's SSN

Please enter social security number

Dependent's Date of Birth

Dependent's Relationship To You

Were they younger than 13 at any point in 2020?

Did they attend camp, preschool or daycare?

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Dropdown

How many jobs did you work in 2020 where you'll receive a W-2 form? *

Were you a student in 2020? *

Do you own a home and pay a mortgage? *

Did you work for anyone else as a subcontractor during tax year 2020? *

At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? *

Did you make $600 or more from any one employer as a subcontractor? *

If you made $300 from one employer and $300 from a different employer you would answer "No" to this question. Answer "Yes" only if you made at least $600 from any one single employer where you worked as a subcontractor.

Would you like to schedule a virtual zoom meeting to review your tax returns to ensure an accurate return or would you prefer to just have your return completed without meeting?

Form Uploads

Please upload all your files in the correct upload section. You can upload multiple files in a section. For example, you worked 2 jobs this year and have two W-2 forms. You can upload both of them in the W-2 form upload section. If you do not see any upload sections below that is because you answered questions earlier that do not indicate a form is needed. Click "Next" below to proceed to the next section.

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Driver's License

Please upload both the front and back of your driver's license

Form W-2

Upload all your W-2 forms here for jobs worked in tax year 2020.

Form 1098

This form is to report the interest you paid on your mortgage. More info about this form https://www.irs.gov/forms-pubs/about-form-1098

Form 1098-T

This form provides information about educational expenses that may qualify the student—or the student's parents or guardian, if the student is still a dependent—for education-related tax credits. More information about this form https://www.irs.gov/forms-pubs/about-form-1098-t

Form 1099-MISC

You should receive a Form 1-99-MISC from each employer that you worked for as a subcontractor and were paid $600 or more in tax year 2020. More info about this form https://www.irs.gov/forms-pubs/about-form-1099-misc

Financial Institution Information

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Bank Name *

Bank Routing Number

Bank Account Number *

Easy Tax Quiestionnaire

Dependents

Form Uploads

Financial Institution Information

Summary