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My
Dependents
Tell us about your dependents
After you provide information about your dependents, we will show you, in order to maximize deductions, the documentation needed to verify your income.
Dependent:
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Dependent:
Delete
This is'nt my child.
Add another dependent
App
Download
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You wanted to use the mobile app to complete your document submission. Press continue and we will redirect you to our mobile app.
Go to
the app now
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No. Keep me
here, online
Okay. Press continue and we will send you to the app to upload your documents.
No problem. Press continue to use our website for document submission.
Tax
Documents
How would you like to submit your documents?
Don't worry, we will tell you all the documentation you need to submit to our IRS approved , online e-file tax software. How would you like to upload your documents?
I want to file
here, online
I'll use the iPhone or Android mobile app
I'd rather a tax pro upload my docs.
My
Dependents
Lets factor you dependent(s) into
the tax equation
Your almost done. You just told us you have a dependent(s); this will cause your refund to increase.
Wrong! No
dependent(s) for me
I'm ready give my
dependent(s) info
No problem; people accidently click thing all the time. We'll ignore dependent information, as it is not needed
Great! Press continue to begin inputting your dependent(s) information
Spouse
Information
For tax information purposes, let's start getting some personal information from you...
My spouse currently or was formerly a member of the U.S. Armed Forces (active, reserve or National Guard).
Thank you for your service.
My spouse lives in the U.S.
Thank you for being a great citizen and for sticking to your yearly tax preparation obligation.
Currently, we only support tax preparation for U.S. citizens. Sorry! Please visit our affiliate, XXXXX, for foreign tax solutions.
If you are a U.S. citizen, turn your switch, for the above statement (I live in the U.S.), to on (yes).
___________________________________________________________________________
Where did you live in 2020?
On December 31, 2020, what state did you live in?
Caution: Your resident state, if you're in the U.S. Armed Forces, is usually your home of record, the state where you lived when you joined the military. Unless you file a specific form to change it, your residential state stays the same and it's part of the info on your Leave and Earnings Statement (LES)
My spouse I lived in more than one state in 2020.
Select your previous residential state (state prior to the one resided in on December 31, 2020).
When date did you live in the previous state?
___________________________________________________________________________
Tell us a few more things.
I can be claimed by someone else on their taxes.
The person who can claim me on their taxes, will.
As of December 1, 2020, I was considered legally blind.
Someone passed away and I'm preparing this return for them.
We're sorry for your loss; may peace be with you. We will not let taxes stress you.
On what day did the person pass?
This person passed away while on active duty.
The language used by the IRS to send me written communications needs to be changed.
Preferred language
Info submitted! Thank you for letting us solve your taxes!
NOTE: Please have your mobile phone ready. It will be needed to submit your documents to our IRS approved mobile app.
Financial
Information
Tell us about your 2020 financial activity.
Choose all that apply.
Worked (W-2)
Bank account interest
(1099-INT)
Unemployment benefits (1099-G)
Social Security benefits
(SS-1099)
Gambling earning
Medical Expenses
Received alimony
Owned a
business
College expenses/tuition (1098-T)
Vehicle Registration Fees
Sold stocks or investments 1099-B
Job expenses for W-2 income
Health savings account
Paid student loan interest (1098-E)
Retirement plan withdraw
Self-employed (1099-NEC, expenses)
Donations to charity
Traditional/Roth
IRA contribution
Sold or traded
Cryptocurrency
Provided for
child
Received Dividend
(1099-DIV)
Owned rental property
Show more
Show less
Marital
Status
Lets factor your marital status into the situation...
What was your marital status on Dec. 31, 2020?
Single
Married
Don't know
Great! We now know your filing status.
Don't worry, we will solidify this answer with the upcoming questions.
Beautiful. We recommend that you file jointly; you will get a larger refund.
Does any of the below characteristics relate to you in 2020?
Children/
Dependents
Choose all that apply.
College student in family
Owned a home
I'm a college
student
Rented
Property
Joint
Filing
It's time to provide your spouse's info
We recommend you and your spouse file jointly. To prepare your electronic joint tax return, we need you to give our secure online software some of your spouse's personal information.
We want to
file jointly
We want to file separately
I'm not married
Your doing great!
If you were wondering if the entire e-filing process was this simple, don't worry, it is. Our customers always say, "I feel like I'm already trained to use RoyalTaxBox."
Now it's time to tell us about your 2020 financial activity.
Marital
Status
Are you feeling good about your taxes this year?
Yes
No
Skip >
Don't worry, we've got you covered!
Great! After this filing with RoyalTaxBox, you will feel even better. We make filing your taxes simple.
Personal
Information
For tax information purposes, let's start getting some personal information from you...
Currently or was formerly a member of the U.S. Armed Forces (active, reserve or National Guard).
Thank you for your service.
I live in the U.S.
Currently, we only support tax preparation for U.S. citizens. Sorry! Please visit our affiliate, XXXXX, for foreign tax solutions.
If you are a U.S. citizen, turn your switch, for the above statement (I live in the U.S.), to on (yes).
Thank you for being a great citizen and for sticking to your yearly tax preparation obligation.
___________________________________________________________________________
Where did you live in 2020?
On December 31, 2020, what state did you live in?
Caution: Your resident state, if you're in the U.S. Armed Forces, is usually your home of record, the state where you lived when you joined the military. Unless you file a specific form to change it, your residential state stays the same and it's part of the info on your Leave and Earnings Statement (LES)
I lived in more than one state in 2020.
Select your previous residential state (state prior to the one resided in on December 31, 2020).
When date did you live in the previous state?
___________________________________________________________________________
Tell us a few more things.
I can be claimed by someone else on their taxes.
The person who can claim me on their taxes, will.
As of December 1, 2020, I was considered legally blind.
Someone passed away and I'm preparing this return for them.
We're sorry for your loss; may peace be with you. We will not let taxes stress you.
On what day did the person pass?
This person passed away while on active duty.
The language used by the IRS to send me written communications needs to be changed.
Preferred language
Info submitted! Thank you for letting us solve your taxes!
NOTE: Please have your mobile phone ready. It will be needed to submit your documents to our IRS approved mobile app.
Online
Upload
Import your documents online for free
Press the green button to add your photos to our IRS approved, secure online software.
I need to upload more photos.
Add more images
Document
Checklist
Get the below documents ready for import
We have analyzed the information you just entered. The checklist below has been tailored for you and is exhaustive to ensure you don't miss important information; which, as you know, will cause audits. If you are missing something, submit what you have; we will maintain contact with you for the next 5 years, so the documents can be submitted at a later date.
Pictures of these documents are needed to finish:
Personal Information Documents
You and your spouse's drivers license or state ID
If applicable, you and your spouse may have IRS Notice 1444 or other records showing your EIP amount
If one has been issued to you, your spouse, or your dependent by the IRS, an Identity Protection PIN
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Personal Information Documents
Personal Information Documents
Your drivers license or state ID
If applicable, you may have IRS Notice 1444 or other records showing your EIP amount
If one has been issued to you, an Identity Protection PIN
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Personal Information Documents
Dependent Information Documents
Social security number or birth certificate
Income of dependents and other people within your home (W-2, receipts, or earning) if applicable
Form 8332 showing that the child's custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Child care records (if applicable)
Source of Income Documents
For Your Employment
Form W-2
For Your Unemployment
Unemployment (1099-G)
For Your For Self-Employment
Form 1099, Schedule K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
Records of all expenses; check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information (if applicable)
Record of estimated tax payments made (Form 1040-ES)
For Your Rental income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040-ES)
Office in home information (if applicable)
For Your Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxes)
Social security/RRB income (SSA-1099, RRB-1099)
For Your Savings & Investments or Dividends
Investment, dividend income (1099-DIV, 1099-OID, 1099-INT)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040-ES)
Transactions involving cryptocurrency (Virtual currency)
For Your Other Income & Losses
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expense records
Prize and award records
Trust income records
Royalty Income (1099-MISC)
Any other 1099s received
Record of alimony paid/ received with ex-spouse's name and SSN
State tax refund
Deduction Documents
For Your Home Ownership
Form 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy saving home improvements (e.g. solar panels, solar water heater)
All other 1098 series forms
For Your Charitable Donations
Receipts of cash donation to houses of worship, schools, and other charitable donations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes
For Your Medical Expenses
Amounts paid for health care, insurance and to doctors, dentist, and hospitals
For Your Health Insurance
Form 1095-A if you enrolled in an insurance plan the the Marketplace (Exchange)
For Your Childcare Expenses
Fees paid to a licensed day care center or family day care for care of an infant or preschooler
Amounts paid to baby sitter(s) to care for your child who is under 13 years old
Expenses paid through a dependent flexible spending account at work
For Your Education Expenses
Form 1098-T for educational institutions
Receipts that itemize educational expenses
Records of any scholarships or fellowships you receive
Form 1098-E if you paid student loan interest
For Your K-12 Educator Expenses
Receipts for educator expenses (for educators in grades K-12)
For Your State and Local Taxes
Record of amount of state and local income or sales tax paid (other than wage withholding)
Invoice showing amount of vehicle sales tax paid
Invoice showing personal property tax on vehicles
For Your Retirement and Other Savings
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
For The Federally Declared Disaster You Were Affected By
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean-up cost, etc.)
Records of rebuild and repair cost
Records of insurance reimbursement and and claims to be paid
FEMA assistance records