Prepare My Taxes

Your Name (required)

Home Address (required)

City (required)

State (required)
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Zip (required)

Your Social Security Number

Your date of birth

Your occupation

Spouse's Name

Spouse's Social Security Number

Spouse's date of birth

Spouse's occupation

Telephone Number - Home (required)

Telephone Number - Office

Cell Number

Your Email (required)

Spouse Email

Click city, village or township and fill in the name of your municipality. Also let us know the county in which you lived at the end of 2023.
City ofVillage ofTownship of

County

School District

If you want your federal and state tax refunds direct deposited in your bank account, complete the following account information:

Bank Name

Account type
CheckingSavings

Bank routing number

Account number

Enter the amount of your unreimbursed out of pocket expenses for classroom supplies & books.

List names of dependents below. (Date of birth is required for certain tax credits.)

Attach your 1099 Forms * Do not include IRA interest

Attach your 1099 Forms * Do not include IRA dividends

Sales of Real Estate, Personal Property, Stocks, Bonds, etc.

Unemployment Compensation (Attach 1099 G)

Alimony/Maintenance

IRA Withdrawals (Attach all 1099R's)

Pensions (Attach all 1099R's)

Commissions (Attach 1099-NEC)

Other Income
Amount

Social Security from SSA-1099 Box 5 - You

Social Security from SSA-1099 Box 5 - Spouse

State Income Tax Refund

Tips (Not included on W-2)

Gambling or Other Winnings

Other (Jury Duty, Poll Worker, etc)

Roth IRA Self - Date(s) Paid
Amount

Roth IRA Spouse - Date(s) Paid
Amount

Regular IRA Self - Date(s) Paid
Amount

Roth IRA Spouse - Date(s) Paid
Amount

Student Loan Interest

Only amount in excess of 7.5% adjusted gross income may be deductible. (Include only expenses paid for in tax year, and not paid by insurance or by a pretax payroll deduction or from HSA accounts.)

For medical insurance premiums, see the “Health Insurance Payments” section.

Prescription drugs and insulin

Doctors, dentists, hospitals, and chiropractors

Contacts, eyeglasses, hearing aids, and other medical supplies

Miles Driven for Medical Care

Personal Residence

Land investment

Second Home (e.g. cottage)

Please attach all Form 1098s

List only contributions for which you have a receipt or cancelled check.

Miles driven for charitable purposes

Other than cash - state kind of property, name of organization given to, date given and show how you figured its value.

Total donations other than cash

NOTE: For contributions of clothing and household items, retain list of items, their values and dates given.

Include tuition paid for you, your spouse, or your dependent child. Attach Form 1098-T from school attended.

Amount of Gambling Losses. Limited to gambling winnings

Rent paid during this tax year

Who paid for Heat?
LandlordI did

Medical, dental or prescription insurance paid if you had no employer and were not self-employed.

Medicare Part B and Medicare Part D amounts

Medical insurance paid as an employee whose employer did not contribute to the premium or premium paid while self employed.

Medical insurance paid as an employee and your employer paid some of the cost. Do not include amounts paid with pretax dollars

Number of persons who were cared for

Was babysitting done in your home?
YesNo

Endangered Resources Fund

Cancer research

Veterans Trust Fund

Multiple Sclerosis

Military Family Relief

Second Harvest / Feeding America

Red Cross WI Disaster Relief

Special Olympics Wisconsin