1Lets Get Started2Personal Info3Spouse Info4Dependent Info5Income Type6Additional Info7Documents Upload8Sign and Complete Complete this form so that we can get started on your FREE estimate.Required fields are identified with an asterisk (*).While all fields are not required, it's best that you give us as much information as possible.HiddenThank you for starting your taxes with Tax Angel, LLCLong vs. Short Version You have the option to complete the long version of our intake form or a short version. The long version will last 5-8 minutes depending on the number of items entered, but will provide more info upfront and less questions to ask you later. The Short version will ask enough basic questions to get the process started but have more questions when speaking with a Tax Angel.Choose Your VersionLong VersionShort VersionAre you currently working with a Tax Angel?*Select OneNoYesPlease select your Tax Angel*Select OneLisa Moore-DudleyShaundra NorwoodWadell SimonHiddenTax Angel Round RobinOption is SelectedLisa Moore-DudleyShaundra NorwoodWadell Simon Your Name* First Middle Last Suffix Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Email* Mobile Number*Alternate PhoneAre you a U.S. citizen?*Select OneYesnoAs of December 31, 2021 what was your marital status*Select OneNever MarriedMarriedDivorcedLegally SeparatedWidowedThis includes registered domestic partnerships, civil unions, or other formal relationships under state law.Date of separate maintenance decree*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Date of spouse's death*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920 Your Spouse's Name* First Middle Last Suffix Spouse's Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Is your spouse a U.S. citizen?*Select OneYesnoDo you have any additional dependents?*that lives with you (other than a spouse), or did you have anyone that you paid for more than 50% of their living expenses, or Did you have a Parent or Grand Parent that does not live with you but you paid more than 50% of their living expensesSelect OneYesNo Complete the information below for: Everyone who lived with you last year (other than your spouse), Anyone you supported but did not live with you last yearName* First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Relationship to youSelect OneSonDaughterParent/Grand ParentNieceNephewOtherFull-time student in 2021Select OneYesNoU.S. Citizen*Select OneYesNoSingle or Married as of 12/31/2021Select OneSingleMarriedTotally and Permanently DisableSelect OneYesNoResident of U.S., Canada, or Mexico last year*Select OneYesNoAdditional Qualifying Dependent?*Select OneYesNoAdditional DependentName* First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Relationship to youSelect OneSonDaughterParent/Grand ParentNieceNephewOtherU.S. CitizenSelect OneYesNoResident of U.S., Canada, or Mexico last year*Select OneYesNoSingle or Married as of 12/31/2021Select OneSingleMarriedFull-time student in 2021Select OneYesNoTotally and Permanently DisableSelect OneYesNoAdditional Qualifying Dependent?*Select OneYesNoAdditional DependentsName* First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Relationship to youSelect OneSonDaughterParent/Grand ParentNieceNephewOtherU.S. CitizenSelect OneYesNoResident of U.S., Canada, or Mexico last yearSelect OneYesNoSingle or Married as of 12/31/2021*Select OneSingleMarriedFull-time student in 2021*Select OneYesNoTotally and Permanently DisableSelect OneYesNo3 Additional Qualifying Dependent?*Select OneYesNoAdditional DependentName* First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social Security Number Relationship to youSelect OneSonDaughterParent/Grand ParentNieceNephewOtherU.S. CitizenSelect OneYesNoResident of U.S., Canada, or Mexico last yearSelect OneYesNoSingle or Married as of 12/31/2021Select OneSingleMarriedFull-time student in 2021Select OneYesNoTotally and Permanently DisableSelect OneYesNo What is your occupation?* Please select your income type* W-2 Self Employment Income Unemployment Income Social Security Income Retirement Income Stocks and Bonds Income Alimony Disability Other Select all that applyLife EventsDid You (or Your Spouse):1. Have Earned Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year?Select OneYesNoUnsureIf yes, for which tax year?* 2. Receive the First Time Homebuyers Credit in 2008?Select OneYesNoUnsure3. Have health coverage through the Marketplace (Exchange / Obama Care)? [Provide Form 1095-A]Select OneYesNoUnsure4. Received an Economic Impact Payment (stimulus) in 2021?Select OneYesNoUnsure Additional commentsPlease list any additional information, including additional dependents, or any other information that would assist Tax Angel in completing your tax return. File Upload SectionPlease upload any supporting documents that will assist in the completion of your tax return.Please Upload Your Drivers License or State IDMax. file size: 256 MB.Please Upload Your Spouse Drivers License or State IDMax. file size: 256 MB.Please Upload Your w-2Max. file size: 256 MB.Please Upload Your Spouse W-2Max. file size: 256 MB.Additional Document UploadMax. file size: 256 MB.Additional Document UploadMax. file size: 256 MB.Additional Document UploadMax. file size: 256 MB.Additional Document UploadMax. file size: 256 MB. Certification and Acceptance of Privacy Policy*By entering your name in the boxes below, you certify that the information given is true and correct to the best of your knowledge, and that you agree to our Privacy Policy found at https://taxangel.com/privacy-policy/.