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File Individual Tax Return - Expert
Personal Information
Full Name:
*
Email:
*
Phone:
*
SSN:
*
Date of Birth:
*
Address:
*
City:
*
State:
*
ZIP Code:
*
Occupation:
*
Banking Information (For Refund Direct Deposit)
Routing Number:
Checking Account Number:
Government Identification
Driver's License/State ID Number:
Date Issued:
Expiration Date:
Tax Filing Status
Filing Status
*
Select Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Do you have dependents?
*
Yes
No
Number of Dependents:
Dependents
Name
SSN
DOB
Relationship
Age
Income Sources
Income Sources (Check All That Apply)
Self-Employment Income (1099-NEC, 1099-K)
Rental Property Income
Investment Income (Stocks, Bonds, Crypto)
Retirement Income & Distributions
Social Security Benefits
Estate or Trust Income
Farm Income
Foreign Income & Assets
Business & Self-Employment Details
Business Name:
Business EIN:
Business Structure:
Select Structure
Sole Proprietorship
LLC
S-Corporation
Partnership
Accounting Method:
Select Method
Cash Basis
Accrual Basis
Deductions & Credits
Deductions & Credits (Check All That Apply)
Home Office Deduction
Vehicle & Mileage for Business
Depreciation of Assets
HSA Contributions
Education Credits
Child and Dependent Care Expenses
Charitable Contributions
Medical Expenses
State & Local Taxes (SALT)
Mortgage Interest & Points
Energy-Efficient Home Improvements
Advanced Tax Situations
Bought or sold primary residence this year?
Select
Yes
No
Capital Loss Carryover from previous years?
Select
Yes
No
Net Operating Loss (NOL) Carryover?
Select
Yes
No
Made estimated tax payments this year?
Select
Yes
No
Beneficiary of a Trust or Estate?
Select
Yes
No
File state return in other states?
Select
Yes
No
Financial History
Currently owe IRS, back child support, or had EIC disallowed?
*
Select
Yes
No
In default on any student loans?
*
Select
Yes
No
Filed for bankruptcy within past 3 years?
*
Select
Yes
No
Authorization & Services
Authorize as Power of Attorney (Form 2848)
Enroll in Audit Defense & Full-Year Support
Preferred IRS Correspondence:
*
Send to My Address
Send to ExactAccuTaxes
Upload Files
Upload Tax Documents
Maximum file size: 25 MB
You can upload multiple documents
Submit Expert Tax Filing
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