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Easy Tax Quiestionnaire
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?
*
Yes
No
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Address
*
Filing Status
*
Single
Married filing jointly
Married filing separately
Head of household
Qualified widower
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.
Next
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
Son
Daughter
Parent
Other Relative
Were they younger than 13 at any point in 2020?
Yes
No
Did they attend camp, preschool or daycare?
Yes
No
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Next
Dropdown
Option 1
How many jobs did you work in 2020 where you'll receive a W-2 form?
*
Were you a student in 2020?
*
Yes
No
Do you own a home and pay a mortgage?
*
Yes
No
Did you work for anyone else as a subcontractor during tax year 2020?
*
Yes
No
At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
*
Yes
No
Did you make $600 or more from any one employer as a subcontractor?
*
Yes
No
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.
Next
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?
Yes
No
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
Next
Financial Institution Information
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Bank Name
*
Bank Routing Number
Bank Account Number
*
Next
Summary
Submit