Personal Information
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Income Streams
Add all sources of income. Include withholding amounts if known.
Businesses / Self-Employment
Add businesses you own or operate (sole proprietorship, freelance, etc.).
Deduction Method
Most filers benefit from the standard deduction. If you have significant mortgage interest, state/local taxes, or charitable donations, itemizing might save you more.
Adjustments to Income
These reduce your AGI regardless of whether you itemize. Enter amounts that apply.
Deduct up to $2,500.
Up to $300 for classroom supplies.
Up to $7,000 ($8,000 if 50+).
Total quarterly payments to IRS for 2025.
Health Savings Account (HSA)
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2025: $4,300 self-only / $8,550 family.
Children & Dependents
Credits for qualifying children and dependents can significantly reduce your tax.
Child Tax Credit: $2,000 per child.
Credit for Other Dependents: $500 each.
Max $3,000 (1 person) or $6,000 (2+).
Education Credits
Energy Credits
Credits for clean energy and energy-efficient home improvements.
30% credit for solar, wind, geothermal, batteries.
Up to $3,200/year (insulation, windows, heat pumps).
Other Credits & Payments
From 1099-DIV Box 7 or 1099-INT Box 6.
Mortgage, insurance, repairs, depreciation on rentals.
Tax Summary
Filing Order
Complete your forms in this order. Supporting forms and schedules are listed first because their results feed into later forms.