TAXES BY ME TJR
Federal and State Tax Preparation
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Tax Information Form
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Form Information
Taxpayer Information
Your Name
Social Security #
Birthdate
Primary Phone
Secondary Phone
Occupation
Driver's License #
Issue Date
Expiration Date
State Driver's License Issued
Email Address
Spouse's Information
Spouse's Name
Social Security #
Birthdate
Primary Phone
Secondary Phone
Occupation
Driver's License #
Issue Date
Expiration Date
State Driver's License Issued
Email Address
Address Section
Street
City
State
ZIP Code
Filing Status
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
If Spouse Deceased after 1/1/2024, Input Date Here
If Divorced after 1/1/2020, Input Date Here
Dependent Information (If more than 4 dependents, print and fill in on back)
Dependent 1
Name
Social Security #
Relationship
Birthdate
Daycare Expense
Yes
No
Dependent 2
Name
Social Security #
Relationship
Birthdate
Daycare Expense
Yes
No
Dependent 3
Name
Social Security #
Relationship
Birthdate
Daycare Expense
Yes
No
Dependent 4
Name
Social Security #
Relationship
Birthdate
Daycare Expense
Yes
No
Proof of Residency of Dependent(s) (Example: HEALTH FORM, SCHOOL DOCUMENT)
Is Dependent a Student
Yes
No
Is Dependent a College Student (If yes, will need 1098T Form)
Yes
No
Additional Questions
Did you buy or sell any virtual currency in 2024
Yes
No
Did you have an IRS issues identity protection PIN number
Yes
No
Do you have health insurance through the marketplace (Obama Care)
Yes
No
Refund Direct Deposit Information
Bank Name
Type of Account (Checking or Savings)
Checking
Savings
Routing Number
Account Number
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