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Our tax tools and pros are ready to guide you through this tax season. Step-by-step, easy, user-friendly tools make finding the right filing option simple. Our tax pros are here when you need it.

ABOUT YOU
Your Name*
Your Username*
Email*
Please select your filing status for 2017.*
Please select your number of dependents.*
Please select your residence status for 2017.*
INCOME
Please select all sources of income for you and your spouse in 2017.
- Employment (W-2)
- IRA distributions, pensions, annuities, and Railroad Retirement (Form 1099-R)
- Unemployment Government Payments (1099-G)
- Self-Employment Income & Expenses (Schedule C)
- Social Security Benefits (1099-SSA)
- Non-Taxable Combat Pay
- Interest (1099-INT)
- Rental and Royalty and Passive Income & Expenses (Schedule E)
- Partnership, S Corporation, Estates, and Trusts (Schedule K-1)
- Investments or Dividends (1099-DIV)
- Capital Gain or Loss (1099-B)
- Other Income or Loss
EXPENSES
Please select all expenses that apply you and your spouse.
- Home Mortgage Interest (1099-Mort)
- Charitable Donations
- Contributions to a Health Savings Account
- Contributions to a Retirement Savings Account
- Health Insurance
- Medical and Dental Expenses
- Child and Dependent Care Expenses
- Adoption costs:
- Student Loan Interest (1098-E)
- Undergraduate Degree Program Expenses (1098-T)
- Post-Secondary Tuition
- Job Search, Job Relocation Moving Expenses
- Educator classroom expenses
- Real Estate Taxes and Personal property taxes Vehicle license fees
- Other State and Local Paid Taxes or Sales Tax (e.g. Vehicle tax)
- Tax Prep Fees
- Investment interest
- Investment Expenses
TAXES PAID AND CARRYOVER CREDIT
Please select all that apply to you and your spouse.
- Estimated tax payments made during the year
- Prior-year refund applied to current year and/or any amount paid with an extension to file
- Prior-year capital losses carryover
- Prior-year residential energy credit carryover
OTHERS
Please select all that apply to you and your spouse.
- Foreign bank account information: location, name of bank, account number, peak value of account during the year
- More…
Email
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Boston, MA 02199

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