Inside your return, the assistant answers from your own documents and cites the file it read. If you want a human, ask for a preparer and it lands in a real queue attached to your real return. Open your return →
Your Social Security number and your dependants', last year's return if you have it (for your prior-year AGI), and whatever forms arrived in the post — W-2s, 1099s, a 1098 if you own a home, a 1095-A if your health insurance came from the Marketplace. You don't need it all at once; the return saves as you go.
No. Everything saves automatically, and you come back to exactly the screen you left. Nothing is charged until you file.
Yes — upload last year's return as a PDF and we read the AGI, the carryovers and the dependants out of it. The capital-loss carryover is the number people most often lose in a switch.
The upload panel is on the right of every filing screen. Photograph it flat in good light, or use the PDF your employer or bank gave you. We read it and show you every box we found before anything touches your return.
You'd see it — the values are shown for confirmation, not applied silently. Correct it on the screen, or decline the whole proposal and type the boxes. The result is identical either way.
They stay in your document vault permanently, along with your return package and the official Form 1040. That's what makes 'send me a copy of my 2025 return' a download rather than a support ticket.
A 5-digit PIN of your choosing plus last year's adjusted gross income — that's the IRS's self-select PIN method. If you don't have last year's AGI you can use an Identity Protection PIN, or file on paper.
Nine in ten refunds arrive within 21 days of acceptance with direct deposit. Returns claiming the earned income credit or the additional child tax credit are held by law until mid-February, whatever software you use.
File anyway. The failure-to-file penalty is ten times the failure-to-pay penalty, so filing on time and paying late is far cheaper than the reverse. Ask us and a preparer will set up an instalment agreement.
An extension (Form 4868) is free here and gives you until 15 October to file. It is not more time to pay — send what you think you owe with it, and we'll tell you what that is.
Rejections are almost always a name, SSN or prior-year AGI mismatch, and they're fixable in minutes. We tell you the exact reason code in plain English and what to change.
Send it to us. Your return, the documents behind it and the reasoning for every figure are all on file, so responding is a matter of pulling the record. Audit defence covers three years of correspondence and representation for $39.
That's an amended return, Form 1040-X. Start it from your dashboard and we carry everything over — you change what's wrong and we file the difference.