Tax Preparation Quote Will you itemize deductions? No Yes Maybe Do you pay college tuition, pay student loans, or receive retirement income? No Yes How many W-2s do you have (employee income returns)? Besides Iowa, how many additional state returns do you need? How many dependents do you have? How many 1099-INT forms do you have (interest income of $10+)? How many 1099-DIV forms do you have (dividend income usually from stocks)? How many stock sale transactions did you have this year (selling 10 stocks at once is 1 transaction)? How many form 1099-MISC do you have (for miscellaneous income of $600+) How many form 1099-NEC do you have (for side gig income of $600+) Did you have a distribution from an HSA or Roth IRA? No Yes Do you have marketplace health insurance (form 1095-A)? No Yes Do you have foreign income from work or business in other countries? No Yes Are you a U.S. resident? Yes No Did you sell your home this year AND live there less than 2 years? No Yes Did you have a foreclosure this year or have debt forgiven? No Yes Will you receive tax credits for clean energy or EV purchases? No Yes Do you make more than $125k as a single filer or $250k as married filing jointly? No Yes Calculate Quote Schedule an Appointment
