Individual Income Tax Organizer Step 1 of 5 20% Are you new to Nice Refund Tax Service?*YesNoWhat year did you file with us last?202120202019201820172016 or earlierWhat year(s) do you want to file?* 2022 (current year) 2021 2020 2019 or earlier Do you need to update your contact information?*YesNoTaxpayer (Your Name)* First Last Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Email* Phone*Preferred contact method*EmailText messagePhone callPreferred contact timeMorning (8am-12pm)Afternoon (12pm-5pm)Evening (5pm-9pm)AnytimeDate of Birth*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social SecurityOccupation* Please Select Your Filing Status* Single Married Filing Jointly Head of Household Married Filing Seperately Qualifying Widow(er) Spouse* First Last Email PhoneDate of Birth*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social SecurityOccupationWere you divorced or separated during the year?NoYesHave you received any notice from the IRS within the past year?*YesNoAre you behind on student loans or child support?*NoYesHow many Dependents will you be Claiming ?*NoneOneTwoThreeDependent* First Last Date of Birth* MM DD YYYY Social SecurityRelationship to TaxpayerDependent 2* First Last Date of Birth* MM DD YYYY Social SecurityRelationship to TaxpayerDependent 3* First Last Date of Birth* MM DD YYYY Social SecurityRelationship to TaxpayerDo you know of anyone who can claim the dependent(s)?YesNoDid you pay for child or dependent care?YesNo Did you have insurance through the Marketplace? (ACA)Yes *please include 1095-A with your submission*NoNot sureWere you or any of your dependents in college last year?Yes *please include 1098-T with your submission*NoEnter the amount, if any, of the first economic stimulus payment issued (April 2020).Enter the amount, if any, of the second economic stimulus payment issued (December 2020).Did the taxpayer receive the third economic stimulus payment issued (Notice 1444-C).*YesNoEnter the amount amount received (Notice 1444-C):Did the taxpayer receive advance child tax credit payments in 2021?YesNoAggregate amount of advance child tax credit payments received:Did you receive unemployment benefits?Yes *please include 1099-G or total benefits amount*NoDid you withdraw from a retirement account?YesNoDid you have any major purchases (car, home, etc)?YesNoDid you own a home and pay taxes and/or interest?Yes *please include 1098 with your submission*NoDo you own a business or an interest in a partnership?YesNoDid you acquire any virtual currency (e.g., Bitcoin)?YesNo Would you like to apply for a refund advance of up to $7,000?YesNoNot sure yet*From January 2nd to March 17th*How would you lilke to receive your refund?*Direct DepositPick-up checkGO2BankTM Visa®Debit CardAccount Type?CheckingSavingsBank Information Routing Number Account Number Please Upload Documents Drop files here or Please upload any important tax documents you have received.CommentsDocument Checklist* All w2’s, 1099’s, and other income documents 1095-A for Marketplace health insurance Income and Expense from business activities Supporting documents for itemized deduction Valid Identification and Social Security Cards Last year’s tax return for new clients None; will send documents separately Select a Tax preparer:Tito LadejobiDami LawalSherwin JarmonShalonda KnightVictor ElmoKiaria BoudreauxPatrice CharlesBianca GlennAny PreparerWho were you referred by? *$50 referral bonus* Δ