About You
What is your name?
Just first name is needed for now!
Please enter your first name.
What state do you live in?
Please select your state.
Are you married?
What is your spouse's name?
Just first name is needed for now!
Household & Income
More than two W-2s
Count one W-2 per job or employer across your household.
How many W-2s total does your household receive?
Total W-2s
3
Lived or earned income in more than one state
Covers a mid-year move or income earned across state lines.
How many states did you live or earn income in this year?
Total states
2
Itemized deductions
Mortgage interest, property taxes, charitable gifts, and medical bills above the standard deduction. Not sure? Leave this off and we'll check for you.
Children claimed as dependents
Any children under age 17
Childcare costs
Daycare, after-school care, or summer camp so you can work.
College expenses or student loan interest
Tuition, books, and required equipment for you, a spouse, or your children.
Marketplace health insurance
Coverage through HealthCare.gov for anyone in your household.
Savings & Investments
Interest-paying bank accounts
Savings accounts or CDs that send you a 1099-INT.
Brokerage accounts
Individual or joint accounts holding stocks or bonds outside a retirement plan.
Money taken out of retirement accounts
IRA or Roth distributions, plan payouts, or Roth conversions.
Traditional IRA or Roth IRA contributions
Health Savings Account (HSA)
Schedule K-1s
Sent to partners in a business, trust beneficiaries, or holders of certain investments.
How many of each type do you receive?
Please add at least one K-1 using the counters below, or switch this off.
Investment K-1
0
Trust K-1
0
Business K-1
0
Business & Rentals
Self-employed business (Schedule C)
Gig work, 1099-NEC income, or any side hustle where you aren't an employee.
Approximate gross revenue (before expenses or taxes)
Please choose a revenue range.
Business assets lasting more than one year (vehicles, computers, equipment, etc.)
Please choose an asset range.
Rental properties
How many rental properties do you have?
Please add at least one rental property using the counter, or switch this off.
Rental properties
0
Other Tax Items
Social Security payments
Annuity or pension payments
Sold or exchanged cryptocurrency
Bought or sold a home
Employer stock, stock options, or RSUs
Farm income
Government payments other than Social Security
Gambling winnings or losses
Anything else we haven't covered?
Common items include solar or energy credits, foreign bank accounts, or significant life changes like marriage or divorce.
0 / 2,000 characters
Your Quote
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