PERSONAL TAX

Life changes quickly and so
can your tax documents

Select the applicable options to identify the required documents for your tax filing.

Have a W-2/ am employed

Self employed

Own a small business

Have children and/ or dependents

Own a home

Sold a house

Own a rental property

Have student loans

Have tuition

Have a ACA Health insurance

Sold stocks or mutual funds

Had $1500 more in interest / dividends

Donate to a charity

Had a federally declared disaster

Traded Virtual Currency