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Personal Information
First Initial and Last Initial Only
Do you have dependents?
Yes
No
Sources of Income
Check all sources of income that apply. (Upon submitting this questionnaire, you'll set up a secure account in order to upload documents.)
Forms W-2
Unemployment 1099-G
Self-Employed 1099-MISC
Self-Employed Schedule K-1
Self-Employed 1099-NEC
Rental Income & Expenses
Retirement Income
Savings & Investments or Dividends
Gambling Income W-2G
Jury Duty Pay
Hobby Income & Expenses
Prizes and Awards
Trust Income
Royalty Income 1099-MISC
State Tax Return
Foreign Earned Income
Other Income
Do you have self-employed income?
Yes
No
Deductions/Credits
Do you own a home?
Yes
No
Did you make a contribution to a charitable organization?
Yes
No
Did you have medical expenses?
Yes
No
Did you have health insurance in the previous tax year?
Yes
No
Do you have childcare expenses?
Yes
No
In the previous tax year, did you have educational expenses?
Yes
No
K-12 Educator Expenses?
Yes
No
Did you pay any state or local taxes?
Yes
No
Did you receive any retirement contributions?
Yes
No
Did you live, work, or have property in a federally declared disaster area?
Yes
No
In a previous year, were you disallowed any credits?
Yes
No
Did you pay tax to a foreign country in the previous tax year?
Yes
No
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