Individual Organizer | Go Green Tax

Name *

First

Last

Taxpayer Driver's License or other state-issued ID

Click or drag a file to this area to upload.

SSN *

PRIMARY TAXPAYER ON RETURN

Date of Birth *

Date of Birth PRIMARY TAXPAYER ON RETURN

Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Occupation *

Name of Employer *

Disabilities

Blind
Disabled

Check all that apply

Marital Status

Married
Single
Widow(er)

Filing Jointly?

Yes
No

Spouse's Name *

First

Last

Spouse's Driver's License or other state-issued ID (copy)

Click or drag a file to this area to upload.

Spouse Date of Birth *

Date of Birth SECONDARY TAXPAYER ON RETURN

Spouse's Email *

Spouse's Phone Number *

Spouse's SSN

Spouse's Occupation

Spouse's Employer

Do you have dependents?

Yes
No

Dependent Name *

First

Last

Dependent SSN

Dependent DOB

DEPENDENT DATE OF BIRTH

Dependent Relationship

RELATIONSHIP TO PRIMARY TAXPAYER

Dependent Time Lived in Home

DEPENDENT NUMBER OF MONTHS LIVED WITH TAXPAYER

Dependent Gross Income

Dependent Disabled

Yes
No

Dependent Full-Time Student

Yes
No

Additional Dependents?

Yes
No

Dependent 2 Name *

First

Last

Dependent 2 SSN

SOCIAL SECURITY NUMBER

Dependent 2 DOB

DEPENDENT DATE OF BIRTH

Dependent 2 Relationship

RELATIONSHIP TO PRIMARY TAXPAYER

Dependent 2 Time Lived in Home

DEPENDENT NUMBER OF MONTHS LIVED WITH TAXPAYER

Dependent 2 Gross Income

Dependent 2 Disabled

Yes
No

Dependent 2 Full-Time Student

Yes
No

Additional Dependents?

Yes
No

Dependent 3 Name *

First

Last

Dependent 3 SSN

SOCIAL SECURITY NUMBER

Dependent 3 DOB

DEPENDENT DATE OF BIRTH

Dependent 3 Relationship

RELATIONSHIP TO PRIMARY TAXPAYER

Dependent 3 Time Lived in Home

DEPENDENT NUMBER OF MONTHS LIVED WITH TAXPAYER

Dependent 3 Gross Income

Dependent 3 Disabled

Yes
No

Dependent 3 Full-Time Student

Yes
No

Additional Dependents?

Yes
No

Dependent 4 Name *

First

Last

Dependent 4 SSN

SOCIAL SECURITY NUMBER

Dependent 4 DOB

DEPENDENT DATE OF BIRTH

Dependent 4 Relationship

RELATIONSHIP TO PRIMARY TAXPAYER

Dependent 4 Time Lived in Home

DEPENDENT NUMBER OF MONTHS LIVED WITH TAXPAYER

Dependent 4 Gross Income

Dependent 4 Disabled

Yes
No

Dependent 4 Full-Time Student

Yes
No

Additional Dependents

Yes
No

Additional Dependents, upload detailed list or contact our office

Click or drag a file to this area to upload.

Did you receive any notices from the IRS this past year?

Yes
No

Upload notices received

Click or drag a file to this area to upload.

Do you have a foreign bank account?

Yes
No

Year-End Statement

Click or drag a file to this area to upload.

Did you pay to attend classes beyond high school this past year?

Yes
No

1098-T Tuition Statement

Click or drag a file to this area to upload.

Did you pay interest on a student loan this past year?

Yes
No

1098-E Student Loan Interest Statement

Click or drag a file to this area to upload.

Did you receive any rental income from property?

Yes
No

Did you receive any farm income? *

Yes
No

Do you have self-employment income or expense? *

Yes
No

Were there any births, adoptions, or deaths in the family? *

Yes
No

Income

Click or drag a file to this area to upload.

Upload W-2s

Did you receive any interest income? *

Yes
No

1099-INT FILE UPLOAD

Click or drag a file to this area to upload.

Did you receive any dividends? *

Yes
No

1099-DIV or 1099 Composite

Click or drag a file to this area to upload.

Did you receive any K-1's? *

Yes
No

K-1 Document

Click or drag a file to this area to upload.

Did you sell any investments? *

Yes
No

Did you exercise or sell any stock options? *

Yes
No

1099-B

Click or drag a file to this area to upload.

Did you purchase/sell/acquire any virtual currency? *

Yes
No

Did you have any pension annuity or IRA income? *

Yes
No

1099-R

Click or drag a file to this area to upload.

Other Income

Check all that apply

Other Income

Click or drag a file to this area to upload.

Contributions for this past year

Roth
Regular

5498

Click or drag a file to this area to upload.

Did you have any medical expenses for this past year? *

Yes
No

Did you and your family have health insurance for all twelve months of the tax year? *

Yes
No

1095-B or 1095-C

Click or drag a file to this area to upload.

Did you have health insurance through the market place? *

Yes
No

1095-A

Click or drag a file to this area to upload.

Taxes Paid

Other than on W-2 wage statement

Taxes Paid

Click or drag a file to this area to upload.

2022 Return

Click or drag a file to this area to upload.

Please Provide a copy of your most recent completed tax return.

Did you pay mortgage interest? *

Yes
No

1098 Mortgage Interest Statement

Click or drag a file to this area to upload.

Did you pay investment interest? *

Yes
No

Did you pay for dependent care this past year *

Yes
No

Did you have property stolen or damaged by storm, water, fire, or accident this past year *

Yes
No

Charitable Contributions

Monetary Donations - Organization Name

Amount Donated

Item Donations - Goodwill, Salvation Army, etc.

Item/Service Donations - Organization Name

Value of Items Donated

Did you move this past year due to change in job locations? *

Yes
No

Bank Information

Would you like to set up Direct Deposit for any potential refunds? *

Yes
No

The other option is to have paper checks mailed to you with refunds.

Would you like potential taxes owed to be automatically withdrawn from your account? *

Yes
No

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Bank Account Number

Bank Routing Number

Checking or Savings?

Checking
Savings

Voided Check

Click or drag a file to this area to upload.

If you'd like, please upload a copy of your voided check.