Taxpayer Information Full Name * Email * Phone SSN / ITIN Driver License / Passport Filing Year Spouse Information Spouse Full Name Spouse SSN / ITIN Spouse Driver License / Passport Dependents Add dependents only if applicable. + Add Dependent Income Documents W2 Quantity 1099 Quantity 1098 Quantity Bank Statements Quantity Expenses Add expenses only if applicable. + Add Expense Documents Upload Each upload block has one description and can contain multiple files. Max 10MB per file. + Add Upload Submit Tax Checklist