Simple W-2
The Foundation: Fast, accurate filing for straightforward returns. Ideal for individuals who don't own businesses or complex investments.
$80+
$
- W-2 income only
- Standard Deduction
- Basic Bank Interest/Dividends (under $1,500)
- common tax credits (EIC, Child Tax Credit)
Advanced Returns
W-2 income, Itemized Deductions (Schedule A), Moderate Investment Sales (Stocks, Bonds, simple crypto), Retirement Reporting (IRA, HSA, Form 8606), Foreign Tax Credit (Form 1116).
$300+
$
- Itemized Deductions (Schedule A)
- Moderate Investment Sales (Stocks, Bonds, simple crypto)
- Retirement Reporting (IRA, HSA, Form 8606)
- Foreign Tax Credit (Form 1116)
Business & Rental
W-2 income, Self-Employment (Schedule C), Rental Property Income (Schedule E), K-1s from partnerships/S-corps, Sales of Business Property.
$400+
$
- Self-Employment (Schedule C)
- Rental Property Income (Schedule E)
- K-1s from partnerships/S-corps
- Sales of Business Property