Basic Information:

What is your filing status

(e.g., single, married, head of household)?

How many dependents

are you claiming this year?

Did you file taxes last year?

Are you a U.S. citizen or resident alien?

What is your primary source of

income (e.g., salary, self-employment, investment)?

Income Details

What was your total income for the year?

Did you receive any W-2

forms from employers?

Are you self-employed or a freelancer?

Did you earn income

from rental properties?

Do you have any 1099 forms to

report (e.g., freelance work, interest, dividends)?

Deductions and Credits

Did you pay for child care this year?

Did you pay interest

on a student loan?

Do you own a home and

pay mortgage interest?

Have you made any

charitable donations?

Did you incur any medical

expenses not covered by insurance?

Investments and Assets

Did you sell any stocks, bonds,

or mutual funds this year?

Do you have a retirement

account like an IRA or 401(k)?

Did you withdraw money from

a retirement account early?

Did you receive dividends or

interest income from investments?

Do you own or operate

a small business?

Tax Situations

Did you move to a new state

or country this year?

Were you unemployed

for part of the year?

Did you claim any

unemployment benefits?

Have you ever owed back taxes or

are you on a payment

plan with the IRS?

Are you eligible for the

Earned Income Tax Credit?

Education Expenses

Did you or your dependents pay for

tuition or other education expenses?

Do you have a 529

savings plan for education?

Did you receive any

scholarships or financial aid?

Are you currently

repaying student loans?

Did you pay for any certifications or

professional development courses?

Family and Dependents

Do you have children under the age of 17?

Are you responsible for

elderly family members?

Did you adopt a child this year?

Do you have shared

custody of dependents?

Do you qualify for

the Child Tax Credit?

Property and Homeownership

Do you own or rent your

primary residence?

Did you pay property

taxes this year?

Did you make any energy-efficient

upgrades to your home?

Do you own a vacation

or second home?

Did you experience a casualty

or theft loss this year?

Health and Insurance

Do you have health insurance

coverage for the entire year?

Did you receive a 1095 form for

health insurance coverage?

Were you enrolled in a Health Savings

Account (HSA) or Flexible Spending

Account (FSA)?

Did you pay for long-term

care insurance?

Did you incur out-of-pocket

medical expenses?

Miscellaneous

Did you pay estimated

taxes during the year?

Were you affected by a federally

declared disaster?

Did you receive any income from gig

platforms like Uber or Airbnb?

Are you eligible for any

state-specific tax credits?

Do you need help understanding

changes to tax laws this year?

Income and Earnings

Did you earn income from

foreign sources this year?

Were you a partner in a

business partnership?

Do you receive rental income

from vacation properties?

Did you sell cryptocurrency or

receive it as payment?

Do you have income from royalties

(e.g., intellectual property, books)?

Did you work as a tipped employee?

Do you receive income from an annuity?

Did you participate in any crowdfunding

campaigns that paid out?

Do you have income from side hustles or

gig work (e.g., DoorDash, Etsy)?

Did you receive any stock options

from your employer?

Deductions and Adjustments

Did you contribute to

a traditional IRA?

Are you claiming deductions

for alimony paid?

Did you pay union or professional

dues this year?

Did you incur work-related

expenses as an employee?

Are you deducting

self-employment expenses?

Did you use your car for

business purposes?

Do you qualify for educator

expense deductions?

Did you pay fees for a tax

preparation service last year?

Are you claiming a deduction

for gambling losses?

Did you refinance your

home this year?

Life Events

Did you get married, divorced, or

legally separated this year?

Did you welcome a new child

into your family this year?

Did you experience a significant

change in income?

Did you start or close

a small business?

Did you receive an

inheritance this year?

Were you the

beneficiary of a trust?

Did you win a lottery

or contest prize?

Did you move for

work-related reasons?

Did you retire this year?

Were you impacted by a

health-related event or disability?

Property and Investments

Do you own farmland or

agricultural property?

Did you lease or rent out

equipment or vehicles?

Did you buy or sell precious

metals or collectibles?

Are you claiming depreciation on

any rental or business property?

Did you sell a second home

or investment property?

Did you receive dividends from

REITs (real estate investment trusts)?

Do you own shares in an

S-Corporation or partnership?

Did you transfer any

assets through gifting?

Did you receive or sell

a timeshare property?

Are you eligible for

Opportunity Zone tax benefits?

Did you rent out your primary

residence for part of the year?

Are you claiming expenses for a

rental property you manage?

Did you pay Homeowners

Association (HOA) fees?

Did you claim any casualty losses

related to property damage?

Have you made property improvements

qualifying for tax credits?

Are you deducting

mortgage insurance premiums?

Did you pay real estate taxes

outside of your mortgage payments?

Did you receive proceeds

from a reverse mortgage?

Are you claiming expenses for

maintaining a vacation property?

General Financial Activities

Did you receive any grants or awards this year?

Have you received any settlement payments (e.g., lawsuit winnings)?

Did you take out a loan that impacts your deductions?

Are you a beneficiary of a will or estate?

Did you receive any debt forgiveness (e.g., student loans, mortgages)?

Do you hold accounts in foreign banks or financial institutions?

Did you receive income from digital products or services?

Did you pay for financial advisor or investment fees?

Have you paid any penalties for early withdrawal from savings?

Did you receive any alimony income?

Small Business and Self-Employment

Are you claiming home office expenses for self-employment?

Did you purchase business equipment or software?

Did you hire employees or independent contractors?

Are you claiming meals and entertainment expenses for business?

Did you travel for work or conferences?

Do you run an online store or e-commerce business?

Did you upgrade your workspace (e.g., furniture, utilities)?

Are you deducting marketing or advertising expenses?

Did you start or shut down a side business this year?

Are you claiming depreciation for business assets?

Health and Medical-Related Activities

Did you receive a Health Insurance Marketplace premium tax credit?

Do you have unreimbursed medical travel expenses?

Did you make contributions to a Health Savings Account (HSA)?

Did you pay for physical therapy or specialized treatments?

Are you deducting prescription medication costs?

Did you pay for dental or vision care not covered by insurance?

Were you reimbursed for medical expenses through employer benefits?

Did you pay for a caregiver for an elderly or disabled relative?

Have you received long-term disability payments?

Did you pay COBRA premiums after leaving a job?

Education and Child-Related

Did your children participate in paid extracurricular activities?

Are you claiming any childcare costs for after-school programs?

Did you receive any tuition refunds or reimbursements?

Did you take out student loans for yourself or dependents?

Are you claiming dependent care expenses for special needs children?

Did your dependents receive scholarships or fellowships?

Have you incurred tutoring expenses for your dependents?

Did you pay for any standardized test prep or exams?

Are you claiming the Coverdell Education Savings Account benefits?

Did you contribute to or withdraw from a 529 plan?

Credits

Are you eligible for the American Opportunity Credit or Lifetime Learning Credit?

Did you install solar panels or other renewable energy systems?

Are you claiming the Saver’s Credit for contributions to retirement accounts?

Do you qualify for the credit for dependent care expenses?

Did you purchase an electric vehicle and qualify for a tax credit?

Are you claiming any credits for adoption-related expenses?

Did you install energy-efficient windows or appliances in your home?

Do you qualify for the Recovery Rebate Credit?

Are you claiming the Foreign Tax Credit?

Did you incur costs related to starting a new business?

Education-Related Credits

American Opportunity Tax Credit (AOTC)

Lifetime Learning Credit (LLC)

Employer-Provided Education Assistance Credit

Credit for Qualified Tuition and Related ExpensesStudent Loan Interest Deduction (not a credit but reduces taxable income)

Child and Dependent-Related Credits

Child Tax CreditAdditional Child Tax Credit

Child and Dependent Care CreditAdoption Tax Credit

Credit for Other Dependents

Work and Income-Related Credits

Earned Income Tax Credit (EITC)Credit for Paid Family and Medical Leave (employer-specific)

Credit for Household Employees (household employers)Retirement Savings Contribution

Credit (Saver’s Credit)Work Opportunity Tax Credit (employer-specific)

Health and Medical Credits

Premium Tax Credit (PTC) for Health Insurance Marketplace Coverage

Health Savings Account (HSA) Contribution Credit (not a credit, but reduces taxable income)

Credit for Qualified Long-Term Care Insurance Premiums

Credit for Elderly or Disabled TaxpayersMedical Expenses Deduction (above 7.5% of AGI, not a credit but a deduction)

Homeowner and Renter Credits

Mortgage Interest Credit (MCC)

Residential Energy Efficiency Property Credit (solar panels, geothermal, etc.)

First-Time Homebuyer Credit (for previous eligible programs)State-Level Renters' Tax Credit (varies by state)

Property Tax Relief Credits (state-specific)

Energy and Environmental Credits

Residential Clean Energy Credit (solar, wind, geothermal)

Energy Efficient Home Improvement Credit (insulation, windows, etc.)

Electric Vehicle (EV) Tax CreditPlug-In Hybrid Vehicle Tax Credit

Alternative Fuel Vehicle Refueling Property Credit

Disaster and Special Circumstance Credits

Qualified Disaster Relief Tax Credit

Disaster-Related Earned Income Tax Credit Adjustment

Casualty and Theft Loss Deduction (not a credit, but helpful in federally declared disasters)

Federal Adoption of Disaster Mitigation Measures Credit

Charitable Contribution Adjustment for Disaster Areas

Savings and Investment Credits

Credit for Contributions to Retirement Accounts (IRA, 401(k))

Saver’s Credit for Low- and Moderate-Income Taxpayers

Credit for Dividend Income on Certain Investments

Qualified Small Business Stock Exclusion (not a credit but reduces gains)Credit for Interest Paid on Certain Investment Loans

State and Local Credits

State Child and Dependent Tax Credits (varies by state)

State-Specific Renter or Property Tax Credits

State Solar Energy Tax Credit

State-Level Education Expense CreditsLocal Earned Income Credits

Teacher’s Education Expense CreditApprenticeship Tax Credit (state-specific)Continuing Education Credit for Professionals

State-Specific Higher Education Tuition Tax Credits

College Savings Plan Contribution Deduction (529 Plans, varies by state)

Child and Family Benefits

Foster Care Tax Credit (state-specific programs)

Dependent Grandparent Credit (state-specific)

Credit for Supporting a Disabled Family MemberChild Activity Credits (state-specific, e.g., sports, arts)

Credit for Day Camps and After-School Programs

Health and Disability

Disabled Access Tax Credit (state-specific)Long-Term Care Credit (state-specific programs)

Credit for Medical Expenses for Non-Dependents

Medicare Premium Tax Credit (not a credit, but reduces taxable income)Credit for Hearing and Vision Assistance Costs

Housing and Homeownership

Credit for Property Improvements in Historic Districts

Senior Citizen Property Tax Freeze Credit (state-specific)

Low-Income Housing Credit (state programs)

Home Accessibility Improvement Tax CreditTax Relief for Home Foreclosures (state-specific exemptions)

Energy and Sustainability

Energy Star Appliance Tax Credit (state programs)

Solar Water Heating Property Credit

Wind Energy Property Credit

Geothermal Heat Pump Property CreditBiomass Stove Tax Credit

Work and Career Development

On-the-Job Training Tax Credit (state-specific programs)Vocational Rehabilitation Tax CreditMilitary Spouse Employment CreditJob Relocation Tax Credit (state-specific)Credit for Employment of Retired Individuals

Retirement and Aging

Credit for Contributions to ABLE Accounts (for individuals with disabilities)

Elderly Family Caregiver Credit (state programs)

Reverse Mortgage Credit (state-specific programs)

Pension Exclusion Tax Credit (state-specific)Credit for Retired Veterans’ Benefits

Special Situations

Credit for Contributions to Charitable TrustsNonrefundable Adoption Credit for Special Needs ChildrenCredit for Foreign Earned Income ExclusionArmed Forces Housing Assistance CreditCredit for Taxpayers in Empowerment Zones

Transportation

Bicycle Commuter Tax Credit (where applicable)Commuter Transit Benefits Credit (state-specific programs)Hybrid Vehicle Tax CreditCredit for Rideshare Expenses (state/local initiatives)Public Transit Tax Credit (state programs)

State-Specific or Industry Credits

State Organic Farming Tax Credit

Rural Healthcare Credit (state programs)

Alaska Permanent Fund Tax Credit

Hawaii Renewable Energy Technologies CreditCalifornia Clean Vehicle Rebate Program

Child and Dependent Credits

Child Tax Credit for dependents under 17

Dependent Tax Credit for relatives

Adoption Assistance Employer-Provided Credit

Credit for Child and Dependent Care Services

Foster Care Benefits CreditCredit for Children with Disabilities

Earned Income Tax Credit for DependentsCollege Tuition Credit for Dependent StudentsCredit for Family-Sponsored Immigration CostsCredit for Court-Ordered Childcare Payments

Education and Training Credits

Tax Credit for Vocational TrainingScholarship Tax Credit (state-specific)Employer Education Assistance Tax Credit

State Continuing Education Credit

Homeschooling Expense Credit (state-specific)Private School Tuition Credit (state programs)Tuition Prepayment Plan Credit

Job Training Assistance CreditProfessional License Renewal CreditEducation Loan Forgiveness Credit

Health and Wellness Credits

Credit for Disability Related Home Modifications

Tax Credit for Health Research Participation

Caregiver Tax Credit for Elderly Relatives

Rehabilitation Therapy Expense Credit

Wellness Program Participation Credit (employer-based)State-Level Medical Savings Account Credits

Dental and Orthodontic Expense Credit

Vision Correction Surgery Tax Credit

Mental Health Counseling Expense CreditPrescription Drug Costs Credit for Rare Conditions

Housing and Real Estate

Green Roof Installation Tax Credit

Urban Renewal Housing Tax Credit

Mortgage Assistance Credit (state-level)Energy-Efficient Door and Window Replacement Credit

Low-Income Homeowner’s Tax Credit

Federal Housing Preservation Tax CreditAffordable Housing Energy Retrofit Credit

Tax Credit for Home Safety UpgradesHistoric Property Preservation Credit

First-Time Land Purchase Credit

Transportation and Vehicles

Credit for Public Transit Pass PurchasesPedestrian Commuter Expense Credit

Credit for Electric Bike Purchases (state-level)Highway Toll Payment Tax CreditVehicle Emissions Reduction Credit

Clean Diesel Vehicle Tax Credit

Credit for Installing EV Charging StationsHybrid Vehicle Maintenance Tax Credit

Wheelchair-Accessible Vehicle Tax CreditFuel Cell Vehicle Tax Credit

Energy and Environment

Renewable Energy Production Credit

Water Conservation Equipment Credit

Solar Battery Storage Tax Credit

Solar Roofing Panel Credit

Energy Efficiency Home Audit Credit

Community Wind Farm Investment Credit

Low-Income Solar Installation Credit

Credit for Building Rainwater Harvesting Systems

Biomass Heating System Credit

Geothermal Heat Pump System Credit

Retirement and Investment

IRA Early Withdrawal Penalty Relief Credit

State Pension Income Exclusion Credit

Roth IRA Conversion Credit

Credit for Deferred Annuity Payments

Dividend Income Exclusion Credit

Capital Gains Exclusion for Primary Home SalesInvestment in Qualified Opportunity Zones Credit

Credit for Contributions to 401(k) PlansSEP IRA Contribution CreditRollover Credit for Employer Retirement Plans

Disaster Relief and Emergencies

Qualified Disaster Recovery Credit

Hurricane Damage Relief Credit

Earthquake Insurance Premium Credit

Flood Mitigation System Installation Credit

Storm Shelter Construction Tax Credit

Credit for Natural Disaster Rebuilding Expenses

Credit for Business Interruption Losses

Tax Credit for Emergency Generator Purchases

Wildfire Damage Credit for Property Owners

Federal Emergency Assistance Tax Credit

Charitable Contributions

Volunteer Expense Deduction Credit

Donation of Appreciated Assets Tax Credit

Credit for Establishing Charitable Trusts

Credit for Donating Food to Food Banks

Credit for Donating Art or Cultural Assets

None cash Charitable Contribution Credit

Tax Credit for Volunteer Firefighters and EMTs

Credit for Sponsoring Community Events

Credit for Participating in Fundraising Campaigns

Tax Credit for Religious Organization Donations

Miscellaneous Personal Tax Credits

Armed Forces Reserve Tax Credit

Tax Credit for Peace Corps Volunteers

Credit for Disability Pension Recipients

Survivor Benefit Plan

Tax Credit for International Adoptions

Rural Broadband Installation Credit

Local Tax Payment Relief Credit

Tax Credit for Contributions to Political Campaigns (state-specific)

Sustainable Farming Equipment

Tax Credit for Reporting Tax Fraud (Whistleblower Awards)

Foreign Tax Credit (FTC)Credit for Prior Year Minimum

Tax Credit for Excess Social Security Tax With held Qualified Sick Leave Credit

Credit for Family Leave for Self-Employed Individuals