Tax Organizer - Individuals

IMPORTANT: The IRS will NOT process your returns without your 1095A forms from the Health Insurance Marketplace

1Taxpayer Info > 2Taxpayer Info Cont. > 3Review Your Information
Tax Year Of Tax Organizer Section

Please enter the tax year for which this information is being provided.
For what year Is This Tax Organizer being completed?
Name Of Taxpayer Section

Please enter your name and personal info below.
Taxpayer Name Taxpayer Name First Last
Taxpayer Date Of Birth
Taxpayer SSN
Spouse Name (if applicable) Spouse Name (if applicable) First Last
Spouse SSN (if applicable)
Spouse Date Of Birth (if applicable)
Taxpayer Address To Use On Returns Taxpayer Address To Use On Returns
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Phone - ### - ### ####
Email
W2's AND 1099's RECEIVED
Upload Your W2's and 1099's

Attach Files
Upload any 1099B forms from stock sales or 1099DIV / 1099 INT for Dividend and Interest received

Attach Files
HEALTH INSURANCE
Did You Have Health Insurance All Year?
Did You Purchase Insurance Through The Healthcare Marketplace?
Upload Your Form 1095-A from www.Healthcare.Gov Here

Attach Files
DEPENDENT INFO (if applicable)
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Additional Dependents: Please Enter Name, SSN And Date Of Birth For Any Additional Dependents
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Tax Organizer - Individuals

Tax Organizer - Individuals

Tax Year Of Tax Organizer Section

Name Of Taxpayer Section

W2's AND 1099's RECEIVED

HEALTH INSURANCE

DEPENDENT INFO (if applicable)