Tax Planning / Individual Income Enter Email Address * Income Number of Sources * Please select number of sources 1 2 3 4 5 Upload Income Documents * W2 Number of Sources * Please select number of sources 1 2 3 4 5 Upload W2 Documents * Interest and dividend Income Sources * Please select number of sources 1 2 3 4 5 Please upload your 1099-INT and 1099-DIV * State and Local Tax Refunds/Unemployment Compensation Sources * Please select number of sources 1 2 3 4 5 Please upload your Form 1099-G * Social Security Benefits * Please select number of sources 1 2 3 4 5 Please upload your Form SSA-1099 * Capital Gains and Loss Reports sales or transactions of stock, bonds, or other investments through a brokerage firm * Please select number of sources 1 2 3 4 5 Please upload your Form 1099-B * IRA Distributions * Please select number of sources 1 2 3 4 5 Please upload your Form 1099-R * Gambling Winnings * Please select number of sources 1 2 3 4 5 Please upload your Form W-2G * Cancellation of Debt * Please select number of sources 1 2 3 4 5 Please upload your Form 1099-C * Other form * Please select number of sources 1 2 3 4 5 Please upload related documents * The previous year 1040 forum * Please select number of sources 1 2 3 4 5 Please upload your previous year's 1040 * Submit