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State Returns Needed*

In how many state with an income tax, did you have taxable income?

None, I live in a “No Income Tax” state

One

Two

Three or more

Do you usually Itemize your deductions?*

No

Yes

Not Sure

How many different income items did you have? *

Income Items are: W-2, W-2 G, 1099-B, 1099-G, 1099-INT, 1099-MISC, 1099-NEC, 1099-R, 1099-S, SSA-1099 FORMS

5 or less

6-10

11-16

More than 16

How many business items do you have?*

Self Employment Sch C, Rental Property, Form K-1

None

1

2 or 3

More than 3

How many Credits, Adjustments & Other items?*

Credits/Adjustments/Other items are: IRA Contribution Student Loan Interest, HSA Account, Estimated Taxes, Child or Other Dependents, Earned Income, Education, Energy, Electric Vehicle, Childcare Expenses, Qualified Retirement Savings Contribution

2 or less

3-5

6-7

More than 7

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E-mail address*