Start Your Taxes
Answer yes or no to each question. We will list the forms, credits, and deductions that apply to you. Nothing is submitted or stored.
- 1
Are you a U.S. citizen or resident alien for tax purposes?
Resident alien = green card holder OR meets Substantial Presence Test.
- 2
Are you married as of December 31?
- 3
Do you have children or other qualifying dependents?
Qualifying child must live with you > half the year and be under 17 for CTC.
- 4
Did you have multiple W-2 jobs during the year?
- 5
Did you earn any freelance, contractor, side-hustle, or gig income ($400+)?
Includes Uber, DoorDash, Upwork, Fiverr, Etsy, consulting, etc.
- 6
Did you work in a tipped occupation (server, bartender, barber, etc.)?
- 7
Did you earn overtime pay?
- 8
Are you age 65 or older?
- 9
Do you own a home and pay mortgage interest?
- 10
Do you pay property tax or substantial state/local income tax?
- 11
Do you rent out property (long-term, Airbnb, VRBO)?
- 12
Did you sell stocks, bonds, crypto, or mutual funds?
- 13
Did you receive dividend or interest income ($10+)?
- 14
Did you contribute to a Traditional IRA, Roth IRA, 401(k), or HSA?
- 15
Did you take a retirement withdrawal or required minimum distribution (RMD)?
- 16
Did you pay student loan interest?
- 17
Did you or a dependent pay college tuition or fees?
- 18
Did you donate cash or goods to charity ($250+)?
- 19
Did you have significant out-of-pocket medical expenses (> 7.5% of AGI)?
- 20
Did you take out a new car loan in 2025?
- 21
Did you install solar panels, heat pumps, or other energy-efficient home improvements?
- 22
Did you buy health insurance through the ACA marketplace (healthcare.gov)?
- 23
Did you receive unemployment benefits?
- 24
Did you have foreign bank accounts, investments, or income?
- 25
Did you move to a different state during the year?
- 26
Do you own part of a partnership, S-corp, or trust?