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Email Address
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Date of Birth
Residential Address
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Filing Status Select Filing StatusSingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Spouse Full Name
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Lived with you all year? Lived with you all year?YesNo
Months lived with you
Income Type Select Income TypeW-21099 NEC1099 MISC1099 KSelf EmploymentRental IncomeUnemploymentSocial SecurityRetirement IncomeOther Upload Documents
Did you pay for childcare? YesNo
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Did you pay student loan interest? YesNo
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Did you attend school? YesNo
Upload 1098-T
Did you have medical expenses over 7.5% of income? YesNo
Did you make charitable donations? YesNo
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Did you buy a home? YesNo
Upload Closing Documents
Upload 1098 Mortgage Interest
Do you want direct deposit? YesNo
Routing Number
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Account Type Select Account TypeCheckingSavings
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Upload Prior Year Tax Return (optional but helpful)
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I confirm all information provided is accurate and complete.
I authorize Regency Wealth Solutions to prepare my tax return.
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