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Postal code
Phone
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Occupation
What filing status do you normally use?
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Spouse Name
Spouse Social Security Number
Spouse DOB
How many dependents do you have?
0
1
2
3
4
5+
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Please list the name, Date of Birth and Social Security Number for each dependent
How much, if any, did you pay weekly for childcare?
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Please select all options that apply
Taxpayer can be claimed as a dependent on someone else's return
Taxpayer was over age 18 and a full-time student
Taxpayer is blind
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Taxpayer wishes to contribute $3 to the Presidential Election Campaign Fund
Taxpayer or spouse served in a combat zone during 2024
Taxpayer was affected by a natural disaster during 2024
Taxpayer received, sold, or disposed of a digital asset in 2024
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Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer has a stateside military address
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What is your IRS Identity Protection PIN
Are you, your spouse, or any dependent a college student?
Yes
No
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College Tuition Document (1098- T)
Income Documents
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W2, 1099
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Did you or your spouse receive unemployment in 2024?
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1099/ Unemployment Form
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Did you, your spouse, or a dependent have insurance under the Affordable Care Act?
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If yes, 1095-A is required to file
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1095-A
Banking Information for direct deposit
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Bank Name
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Account Number
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Account Type
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Savings
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Routing Number
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Please upload valid identification for the taxpayer (and spouse)
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Please upload all social security cards for taxpayer, spouse and each dependent
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