Individual Tax Return - Resident

Full Name*

Identification Number*

Date of Birth*

Marital Status*

Single

Married

Head of Household

Divorced

Occupation*

Current Address*

Has your address changed since the last income tax return was filed?*

Yes

No

Your email*

Year to be declared*

Spouse Full Name

Spouse Identification Number

Date of Birth

Spouse email*

Spouse Occupation

1st Dependent

Identification Number

Date of Birth

2nd Dependent

Identification Number

Date of Birth

Did you receive, sell, exchange, gift or dispose of a digital asset in the last year?*

Yes

No

Select all that apply to you and send your documents to us by Whatsapp or Email*

Drive Licenses and Social Security’s copy

Copies of the previous year's tax return for you and your spouse (if any)

W-2 forms for you and your spouse (company income with employment);

Forms 1099 Received (income without employment / Self-Employed)

Profit and Loss Report if 1099 received

Rental Income - Schedule E and HUD

Complete income tax of any other country that has been declared in the current year;

Form 1098 - Mortgage Interest - Interest paid on mortgage (real estate financing)

Property taxes / Estate Taxes

Form 1095 - Health insurance information, Obama Care/Marketplace

Contributions to retirement plans (IRA or ROTH IRA)

Costs with minor dependents (school, baba, etc.): Document containing the name of the provider, address, tax identification (EIN or ITIN) and total amount paid in the year;

Education Costs: Form 1098-T provided by the college;

Charitable donations;

Records of medical and dental expenses;

Losses due to accidents and theft: amount of damages, insurance reimbursements;

Information on assets and bank accounts abroad (outside USA);

I certify that I authorize Tale Accounting to be my Tax Preparer and register my Individual Tax Return with the IRS. I further certify, that I am the tax payer mentioned above and all the information contained in this form is true, correct and complete and can be passed on to the IRS through the Form 1040 - Individual Tax Return for the year mentioned above.*

Individual Tax Return resident

Tale Accounting