Welcome to our NEW Smart Organizer & Doc Upload systemThe Smart Organizer takes you through questions that are customized to your responses. The estimated time to finish is 10-15 minutes or less. Please note that you can save your responses and continue this organizer at a later time. Do not close your browser without processing the “Save & Continue Later” feature.Additionally, you will be given a notes and comments section at the end. Please use this for questions or comments that you may have, as well as providing any additional info.Best experience if using a desktop computer. Click "Next" to get started! Client StatusHave you had your taxes prepared by us before?*Yes, I'm a CURRENT -or- EXISTING clientNo, I'm a NEW clientI am a...I am a...How did you hear about us?*-Select an Option-Referred by a friendInternetAdvertisementOtherName of friend* First Last How on the internet?*Where was the advertisement located?*Explain "Other"*Do you have an appointment scheduled?*YesNoAppointment Date Date Format: MM slash DD slash YYYY Primary Taxpayer InformationMarried? For IRS records, 9 times out of 10, this is the husband.Name* First Name Middle Initial Last Name Check here if ProFiler has Taxpayer's SSN -or- It can be found on documents that will later be provided Social Security Number Check here if Taxpayer's SSN can be found on documents that will later be provided Social Security NumberSocial Security Number*Enter Social Security NumberConfirm Social Security Number*Confirm Social Security NumberDate of Birth* Date Format: MM slash DD slash YYYY Occupation*Taxpayer's Educator Expenses*Qualified expenses are amounts you paid or incurred for participation in professional development courses, books, supplies, computer equipment (including related software and services), other equipment, and supplementary materials that you use in the classroom. Maximum of $250 per eligible educator.Please enter a number less than or equal to 250.Marital Status as of December 31st last year?*-Select Marital Status-SingleMarriedLegally SeparatedDivorcedWidowedMobile Phone Number*Email Address* Enter Email Address Confirm Email Address Additional Taxpayer InformationCheck all (if any) that apply Taxpayer can be claimed as a dependent on someone else's return. Taxpayer IS claimed as a dependent on someone else's return Taxpayer lived and/or worked in multiple states during the tax year. Did you pay any alimony?*YesNoWas the divorce or separation agreement executed AFTER calendar year 2018?*YesNoNote: Since your divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.Alimony Paid*Do NOT include childcareAlimony Recipient's SSN*Enter Alimony Recipient's SSNConfirm Alimony Recipient's SSN*Re-Enter Alimony Recipient's SSNDid you pay any Student Loan Interest during the tax year?*YesNoDid you attend college during the tax year?*YesNoCollege InformationCheck All That Apply I was enrolled in a program that leads to a Degree, Certificate, or Credential I took at least 1/2 the normal full-time workload for one academic period I HAVE BEEN convicted of a felony for possessing or distributing a controlled substance Overall Books, Supplies, and/or Equipment ExpensesIf you purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:Computer & Software ExpensesIf you purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible. Spouse InformationName* First Name Middle Initial Last Name Check here if ProFiler has Spouse's SSN -or- it can be found on documents that will later be provided Check here if Spouse's SSN can be found on documents that will later be provided Social Security Number*Enter Spouse's Social Security NumberConfirm Social Security Number*Confirm Spouse's Social Security Number Check here if ProFiler has Spouse's DOB Date of Birth* Date Format: MM slash DD slash YYYY Occupation*Spouse's Educator Expenses*Qualified expenses are amounts you paid or incurred for participation in professional development courses, books, supplies, computer equipment (including related software and services), other equipment, and supplementary materials that you use in the classroom. Maximum of $250 per eligible educator.Please enter a number less than or equal to 250.Mobile Phone Number*Email Address* Enter Email Address Re-Enter Email Address Additional Spouse InformationCheck All (If Any) That Apply Spouse can be claimed as a dependent on someone else's return. Spouse IS claimed as a dependent on someone else's return Spouse lived and/or worked in multiple states during the tax year. Did your Spouse pay any alimony?*YesNoWas your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*YesNoNote: Since your Spouse's divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.Alimony Paid*Do NOT include childcareSpouse's Alimony Recipient's SSN*Enter Spouse's Alimony Recipient's SSNConfirm Spouse's Alimony Recipient's SSN*Re-Enter Spouse's Alimony Recipient's SSNDid your Spouse pay any Student Loan Interest during the tax year?*YesNoDid your Spouse attend college during the tax year?*YesNoSpouse's College InformationCheck All That Apply My Spouse was enrolled in a program that leads to a Degree, Certificate, or Credential My Spouse took at least 1/2 the normal full-time workload for one academic period My Spouse HAS BEEN convicted of a felony for possessing or distributing a controlled substance Spouse's Overall Books, Supplies, and/or Equipment ExpensesIf your Spouse purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:Spouse's Computer & Software ExpensesIf your Spouse purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:Spouse's Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible. Tax Filing StatusCurrent Client Tax Filing OptionsHas your Filing Status changed since last year?*Yes, and I know the new statusNo, it's the same as last yearI'm not sureFiling StatusWhat is your Filing Status?*-Select Filing Status-SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent ChildrenWho should the Primary Contact be?TaxpayerSpouseEither is fineNew Client Tax Filing OptionsDo you know what your Filing Status is?*YesNoWhat is your Filing Status?*-Select Filing Status-SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent ChildrenWho should the Primary Contact be?TaxpayerSpouseEither is finePreferred method(s) of contactSelect all that apply E-mail Phone Call Text Message Home Address Check here if your address has changed since last time ProFiler prepared your taxes Current Home Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Check here if you did NOT live at this address all 12 months last year Approximate date you moved to this address* Date Format: MM slash DD slash YYYY Check here if your mailing address is different from your home address Mailing Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Previous Home AddressPrevious Home Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Home Ownership StatusCheck All That Apply Owned Home Ownership StatusMinnesota Property Tax RefundWould you like us to file your property tax refund for you? (If you qualify)*We charge a small fee. Many clients see large refunds. More information can be found at MN Property Taxes. If you make more than $115,000, you will likely not qualify for this. YesNoDoes Not Apply Rented Home Ownership StatusMinnesota Rent CreditWould you like us to file your rent credit for you? (If you qualify)*We charge a small fee and process them after April 15th. More information can be found at MN Rent Paid. If you make more than $62,000, you will likely not qualify for this. YesNoDoes Not Apply Other Home Ownership StatusPlease explain "Other"* Children and/or Dependents Information Do you have any children or dependents?*YesNoDo you and/or your Spouse have any children or dependents?*YesNo Name Relationship To You Edit Delete There are no Children or Dependents. Add Child or Dependent Maximum number of children or dependents reached. Did any of your dependent's attend Daycare or Summer Camp?*YesNo Refund or Payment OptionsRefund Options*If you are entitled to a refund, how would you like to receive it? Direct DepositMailed Check(s)Pay-in Options*If you end up owing taxes, how would you like to pay? Automatic Bank WithdrawalMail Check(s)Note: If you owe taxes and elect to have it automatically withdrawn, you will be asked by your Tax Preparer to select a date up until April 10th. Bank Account Information Check here if you are 100% sure that your bank account information is the same as the last time ProFiler did your taxes I prefer to provide my bank info at a later time Bank Name*Account Type*CheckingSavingsBank Account Number*Enter Bank Account NumberConfirm Bank Account Number*Re-Enter Bank Account NumberBank Routing Number*Automatic Withdrawal DateNote: Please select a date prior to April 10th. Date Format: MM slash DD slash YYYY Taxpayer Income QuestionsWhat are your (Taxpayer) sources of Income?Check All That Apply Employee (W-2) Interests (1099-INT) Dividends (1099-DIV) Stocks (1099-B) Contractor or Self-Employed (1099-MISC) Rental Income Royalties I own a business I make money on the side Flipped houses I operate a farm Partnership (K-1) Retirement Distribution (1099-R) Social Security Income Gambling Winnings (W-2G) Alimony Unemployment (1099-G) Disability Income Other Income How many W-2's?*Please enter a number greater than or equal to 1.Explain "Other" income Taxpayer Income Follow-up QuestionsStocksWere any of your stock transactions part of an employee stock option plan?*YesNoNot SureAlimonyWas the divorce or separation agreement executed AFTER calendar year 2018?*YesNoNote: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.Alimony Received*Do NOT include childcareAlimony Sender's SSN*Enter Alimony Sender's SSNConfirm Sender's SSN*Re-Enter Alimony Sender's SSNDisabilityWho paid and/or how were your disability premiums paid?*Other IncomeDid you receive any tax forms such as a 1099-MISC?*YesNoNot SurePlease explain your "Other Income"* Spouse Income QuestionsWhat are your Spouse's sources of Income?Check All That Apply Employee (W-2) Interests (1099-INT) Dividends (1099-DIV) Stocks (1099-B) Contractor or Self-Employed (1099-MISC) Rental Income Royalties Spouse owns a business Spouse makes money on the side Flipped houses Spouse operates a farm Partnership (K-1) Retirement Distribution (1099-R) Social Security Income Gambling Winnings (W-2G) Alimony Unemployment (1099-G) Disability Income Other Income How many W-2's?Please enter a number greater than or equal to 1.Explain "Other" income Spouse Income Follow-up QuestionsStocksWere any of your Spouse's stock transactions part of an employee stock option plan?*YesNoNot SureAlimonyWas your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*YesNoNote: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.Alimony Received*Do NOT include childcareSpouse's Alimony Sender's SSN*Enter Alimony Sender's SSNSpouse's Confirm Sender's SSN*Re-Enter Alimony Sender's SSNDisabilityWho paid and/or how were your Spouse's disability premiums paid?*Other IncomeDid your Spouse receive any tax forms such as a 1099-MISC?*YesNoNot SurePlease explain your Spouse's "Other Income"* Taxpayer ContributionsDid you make any of the following CONTRIBUTIONS?Check All (If Any) That Apply Roth IRA Traditional IRA Not sure what type of IRA SEP Health Savings Account HSA/MSA (5498-SA) I'm planning to contribute, but I'm waiting on my taxes Not Sure What did you CONTRIBUTE to that is NOT already included on any W-2 wages?Check All (If Any) That Apply Roth IRA Traditional IRA Not sure what type of IRA SEP Health Savings Account HSA/MSA (5498-SA) I'm planning to contribute, but I'm waiting on my taxes Not Sure Taxpayer DistributionsDid you receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)*YesNoNot SureAdditional Notes (if applicable) Spouse ContributionsDid your Spouse make any of the following CONTRIBUTIONS?Check All (If Any) That Apply Roth IRA Traditional IRA Not sure what type of IRA SEP Health Savings Account HSA/MSA (5498-SA) I'm planning to contribute, but I'm waiting on my taxes Not Sure What did your Spouse CONTRIBUTE to that is NOT already included on any W-2 wages?Check All (If Any) That Apply Roth IRA Traditional IRA Not sure what type of IRA SEP Health Savings Account HSA/MSA (5498-SA) My spouse is planning to contribute, but waiting on our taxes Not Sure Spouse DistributionsDid your Spouse receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)*YesNoNot SureAdditional Notes (If Applicable) Energy Efficient Property InformationDid you make any Energy Efficient Purchases?Check All (If Any) That Apply Exterior Doors Exterior Windows & Skylights Insulation Advanced Main Air Circulating Fan Qualified Furnace or Hot Water Boiler Energy Star Roofing Electric Car Solar Wind Geothermal Fuel Cell Did you and/or your Spouse make any Energy Efficient Purchases?Check All (If Any) That Apply Exterior Doors Exterior Windows & Skylights Insulation Advanced Main Air Circulating Fan Qualified Furnace or Hot Water Boiler Energy Star Roofing Electric Car Solar Wind Geothermal Fuel Cell Exterior Doors Purchase Amount*Please enter the total expense for your Exterior Door purchase(s)Exterior Windows & Skylights Purchase Amount*Please enter the total expense for your Exterior Windows & Skylights purchase(s)Insulation Purchase Amount*Please enter the total expense for your Insulation purchase(s)Advanced Main Air Circulating Fan Purchase Amount*Please enter the total expense for your Advanced Main Air Circulating Fan purchase(s)Qualified Furnace or Hot Water Boiler Purchase Amount*Please enter the total expense for your Qualified Furnace or Hot Water Boiler purchase(s)Energy Star Roofing Purchase Amount*Please enter the total expense for your Energy Star Roofing purchase(s)Electric Car Purchase Amount*Please enter the total expense for your Electric Car purchase(s)Solar Purchase Amount*Please enter the total expense for your Solar purchase(s)Wind Purchase Amount*Please enter the total expense for your Wind purchase(s)Geothermal Purchase Amount*Please enter the total expense for your Geothermal purchase(s)Fuel Cell Purchase Amount*Please enter the total expense for your Fuel Cell purchase(s) Miscellaneous Tax QuestionsDid you make any Estimated Tax Payments?*These are manual payments that you issued to the Federal or State Governments.YesNoDid you and/or your Spouse make any Estimated Tax Payments?*These are manual payments that you issued to the Federal or State Governments.YesNoWas everyone on the tax return covered by health insurance all year?*If everyone on the return was covered and there was no Market Place coverage (Form 1095-A), then check the Yes box below.YesNoPartial Estimated Tax Payments I will provide my Estimated Tax Payment information later Federal Tax PaymentsClick the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month.Date (MM/DD/YYYY)Amount ($) State Tax PaymentsClick the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month.Date (MM/DD/YYYY)Amount ($) Are the above Estimated Tax Payment AMOUNTS 100% accurate*YesNot 100% Sure Potential DeductionsMedicalDo you have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. Do not include medical expenses for which you are reimbursed. Cosmetic expenses are generally disallowed. You can not deduct cost of non-prescription drugs (except Insulin) or other general health expenses such has health-club dues, vitamins, etc. More information can be found here.YesNoDo you and/or your Spouse have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. Do not include medical expenses for which you are reimbursed. Cosmetic expenses are generally disallowed. You can not deduct cost of non-prescription drugs (except Insulin) or other general health expenses such has health-club dues, vitamins, etc. More information can be found here.YesNoOverall Prescription ExpensesMedical/Dental Visit ExpensesDo you have any other medical expenses?If so, please let us know hereDo you and/or your Spouse have any other medical expenses?If so, please let us know hereProperty/Real EstateOutside of your personal residence, do you have an additional property that you pay property taxes on, such as an RV and/or Cabin?*YesNoWill provide this info laterEnter the amount of your additional property taxes for your Cabin and/or RVDo you have mortgage interest on your PERSONAL residence?*YesNoMortgage Lender NamesClick the "+" button on the side to add additional Lenders if necessary. Vehicle RegistrationDid you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only Similar to last year (Consult with me)Yes, and I know the exact dollar amountNoDid you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only YesNoHow much did you pay for vehicle registration/tabs?*Enter the overall amount you paid for registration/tabs for all personal-use vehiclesCharityDid you contribute to charity?*Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations. Similar to last year (Consult with me)Yes, and I know the exact dollar amountNoDid you contribute to charity?*Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations. YesNoValue of goods and/or money you contributed to charity*Enter the overall value amount you contributed to charity throughout the year.GamblingEnter your overall gambling losses*Overall losses that exceed winnings are non-deductible.Enter you and your Spouse's overall combined gambling losses*Overall losses that exceed winnings are non-deductible. Employee Business ExpensesDid you use your personal vehicle for W-2 related activities BESIDES your commute to a W-2 job?*YesNoNumber of miles driven outside of commute* Trips between home and temporary work location is deductible if main job is at another location You can deduct trips between main and second jobYour total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.Did you have any out-of-pocket employee expenses that were NOT reimbursed?*YesNoIf applicable, enter the following expensesUnion DuesUniforms/Protective ClothingProfessional SubscriptionsParking/Transportation/LodgingDo you work from home?YesNoAdditional ExpensesCategoryAmount ($) Did your Spouse use their personal vehicle for W-2 related activities BESIDES their commute to a W-2 job?*YesNoNumber of miles driven outside of Spouse's commute* Trips between home and temporary work location is deductible if main job is at another location You can deduct trips between main and second jobYour Spouse's total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.Did your Spouse have any out-of-pocket employee expenses that were NOT reimbursed?*YesNoIf applicable, enter the following expensesUnion DuesUniforms/Protective ClothingProfessional SubscriptionsParking/Transportation/LodgingDoes your Spouse work from home?YesNoAdditional ExpensesCategoryAmount ($) Business Information Business or Company Name: Edit Delete There are no Businesses. Add a Business Maximum number of businesses reached. Rental IncomeRental Properties Property Type Rental Property Address Date Acquired Edit Delete There are no Rental Properties. Add Rental Property Maximum number of rental properties reached. Profit & Loss from FarmFarm NameLeave blank if you do not have a name for the farm.Sources of Farm Income*Check All That Apply Sale of livestock Sale of produce, grains, etc Cooperative distributions Crop insurance Other Total income from sale of livestock*Total income from sale of produce, grains, etc*Enter amount from Cooperative distribution*Enter amount from Crop insurance*Total income from "Other"* I have already compiled an expenses list and will attach it with my documents Farm ExpensesExpense CategoryAmount ($) Based off your selections, we ask that you attach the following documents:Taxpayer Income DocumentsPrior 2 Years of Tax ReturnsW-2 Form(s) (Employee Wage Income)1099-INT Form(s) (Interest Income)1099-DIV Form(s) (Dividend Income)1099-B Form(s) (Stock Income)1099-MISC Form(s) (Self-employment/Contractor Income)K-1 Form(s) (Partnership/Corp. Distribution)1099-R Form(s) (Retirement Distribution)W-2G Form(s) (Gambling Income)1099-G Form(s) (Unemployment Income)1099-MISC Form(s) related to "Other" income5498 Form(s) (IRA Contribution)5498-SA Form(s) (HSA/MSA)Electrical Vehicle Purchase FormInsurance Coverage Form1098 Form(s) (Mortgage Interest Paid)Personal Home Property Tax Statement1098-T Form(s) (Tuition Paid)1098-E Form(s) (Student Loan Interest)Spouse Income DocumentsW-2 Form(s) (Employee Wage Income)1099-INT Form(s) (Interest Income)1099-DIV Form(s) (Dividend Income)1099-B Form(s) (Stock Income)1099-MISC Form(s) (Self-employment/Contractor Income)K-1 Form(s) (Partnership/Corp. Distribution)1099-R Form(s) (Retirement Distribution)W-2G Form(s) (Gambling Income)1099-G Form(s) (Unemployment Income)1099-MISC Form(s) related to "Other" income5498 Form(s) (IRA Contribution)5498-SA Form(s) (HSA/MSA)1098-T Form(s) (Tuition Paid)1098-E Form(s) (Student Loan Interest)Rental Property Income1099 Form(s) (Rental Income); If anyBusiness Income1099 Form(s) (Business Income)Farm Income1099 Form(s) (Farm Income); If anyOther Documents / InformationEstimated Tax Payment Information (Dates & Amounts)Property Tax Statement If you're having a hard time locating your property tax statement, click here to open a new browser tab or window and find the links most common Minnesota Counties.Certificate of Rent Paid (CRP)We need the following information for each dependent that attended Daycare or Summer Camp: Provider's First & Last Name -or- Business Name Phone Number Street Address Identifying Number (SSN/EIN) Amount Paid (Per Dependent)Bank Account Information for Direct Deposit or WithdrawalDocument UploadNote: You can Save & Exit at any time. Feel free to click "Save and continue later" if you don't have the all of the documents just yet.Attach File(s)Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us to documents in a manner than we can easily read them. Please do NOT attach the following: Encrypted or password-protected documents Receipts Large Excel/Quickbooks Files (Summary page will do) Zip Files Drop files here or Additional InformationIf you have any additional information you think we should know when preparing your taxes, please let us know hereOffice Use OnlyIf you are a client filling this out on your own, please disregard this section and continue submitting at the bottom.ProFiler PIN:Partner-Select an Option-Mike HoganBrian HoganKevin HoganAssistant-Select an Option-Bob BradyChris HallDakota BushnellDiane MercilJessica MathiesKelly StephensKristina LovegreenRep-Select an Option-Bob BradyBrian HoganCarrie HuffmanEd ScharberEthan RudKevin HoganMike HoganMonica HagemanRuss McBroom This iframe contains the logic required to handle Ajax powered Gravity Forms.
