Additional Common Questions

What percentage of my income do I pay in taxes?

While it is true that “the more you earn, the more you pay,” and it is possible that you’ll pay a higher percentage of your income taxes if you make more money, like most things related to the IRS, the story isn't so simple…

Do I have to pay taxes when I receive unemployment?

Generally, yes, you will pay federal taxes on any unemployment you receive, and depending on where you live, you may owe state taxes as well.

How do I find my 1095-A tax form?

If you had “Obamacare” or marketplace health insurance from HealthCare.gov or a state exchange, we will have to have this form in order to file your taxes. Below are instructions for how to locate this form.

If I have marketplace health insurance and my income has changed, what should I do?

Keep your estimated income updated with HealthCare.gov in order to have the best outcome on your tax return, especially if you are making more than expected and receiving a subsidy.

How does moving impact my taxes?

If you moved during the year, or worked out of state, there's a chance that's going to show up in your taxes. We'll help you figure out how to manage that, but below are some basic things to keep in mind.

How will getting married change my taxes?

In short: Marriage affects your filing status, and possibly your tax bracket, as well as the deductions and credits you're eligible for.

How does living or working abroad impact my taxes?

This is a huge topic with a ton of nuance and specifics to consider. We can't get into every situation here, so below are some basic ideas, as well as info on what we need from you to file your taxes if you live and/or work abroad.

Tips on Tackling Back Taxes

Follow this handy guide for taking care of the common issues that crop up when filing prior year taxes.

What do I do about crypto and NFTs on my taxes?

The world of cryptocurrency, along with things like NFTs, is evolving fast and there's not a lot of clear guidance out there. We'll help you sort it out, we speak crypto.

What's the deal with crowdfunding?

Figuring out the tax implications of raising money through crowdfunding is not straightforward. We'll help you navigate the issues.

Documents for Children and Other Credits

Why are we asking for non tax related documents? For example, birth certificates, letters with the child listed and home address etc.

Do you have any foreign accounts? Here's what we'll need.

If you have non-US bank accounts, retirement accounts, or investment accounts whose total combined value is at least $10,000, there are reporting requirements that mean we'll need some other information to complete your return.