Taxpayer #1 First Name:
*
Taxpayer #1 Last Name:
TaxPayer #1 Phone:
Which type :
Cell
Home
Work
Birth Date:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Street Address:
City:
State:
Postal/Zip Code:
*
TaxPayer #1 Social Security Number:
If referred, by whom:
*
Your Email Address:
*
Current Occupation:
*
Which banking account do you have:
Personal Checking
Business Checking
Personal Savings
Business Savings
Prepaid Card
Need a Bank Account
Bank Routing Number:
Bank Account Number:
*
Dec 31st Status:
-- Please choose an option --
Single
Recently Widowed
Married
Married but Separated
Married but legally Separated
Other
Taxpayer #2 First Name:
Taxpayer #2 Last Name:
TaxPayer #2 Phone:
Taxpayer #2 Birth Date:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
TaxPayer #2 Social Security Number:
Taxpayer #2 Email Address:
*
Which Income type did you have in 2022:
W2 Wages
Pension Income
Social Security
Education Income
Unemployment
Interest/Dividend
State/Local Refunds
Gambling/Lottery
Rental Income
Foreign Income
Other
Current Health Insurance Provider:
-- Please choose an option --
Employer
Marketplace
State Based
1095
Other
Higher Education Enrollement:
Yes, TaxPayer #1
Yes, TaxPayer #2
Yes, Dependent #1
Yes, Dependent #2
Yes, Dependent #3
Special Circumstances:
Military Moving Expenses
Educator Expenses
Charitable Contributions
Bankruptcy
Medical Expenses
Electric Vehicle Purchase
Automobile Repossession
Alimony Paid/Received
Solar Panel Purchase
Home Purchase
Home Foreclosure
Prior Year Street Address:
Prior Year City:
Prior Year State:
Dependent #1 Full Name:
Dependent #1 D.O.B:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Dependent #2 Full Name:
Dependent #2 D.O.B:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Dependent #3 Full Name:
Dependent #3 D.O.B :
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
*
Were you pregnant in 2022:
-- Please choose an option --
Yes
No
*
Are you Self-Employed:
-- Please choose an option --
Yes
No
Not Consistently
Do you have an EIN:
-- Please choose an option --
Yes
No
Need to set one up
Form Marketing by ZeSend Co.