First Name *

Last Name *

Date of Birth *

Email Address *

Select Tax Year

Primary SS Number

Do you have a spouse you are including on this return?

Spouse Name

Spouse Date of Birth

Spouse SSN Last4

FULL NAME OF DEPENDENT

DATE OF BIRTH OF DEPENDENT

SSN/ITIN:

Number of Dependents

Do you have self‑employment or business income (Schedule C)?

Business Name

Business Type

Billing Method *

Enter Your Signature and That Of Your Spouse If Applicable Here

E-file PIN Request

I accept e-file & authorize preparer to sign electronically

Section B – Spouse & Household

Section C – Income Overview