Simple 1040 Return with Wage, Retirement, Interest, or Dividend Income
No Itemizing deductions, no dependents, income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
No Itemizing deductions, no dependents, income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
No Itemizing deductions, no dependents, income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
What to Bring/Provide:
Photo ID
Social Security Card for each taxpayer
A copy of your prior-year return (if we did not prepare your return last year)
W-2 Wage Statements
1099-R, Social Security, 1099-INT, or 1099 DIV Statements
Form 1095-A or B (if applicable)