Do you want a paper copy of your tax return in addition to a pdf? General Questions Step 1 of 7 Has the IRS or any state tax authority contacted you about changes to your 2022 tax return? Were you a resident of, or did you earn income in any other state? Can the IRS and/or state taxing authority contact us to discuss your return on your behalf? Have you been a victim of identity theft in the past year? Did you buy any product out of state that you did not pay sales tax on that is taxable in WI? Did you give a gift of more than $15,000 to any one person, trust, or business that was not charity? Continue to Step 2 Check the box to answer yes Did you make estimated quarterly tax payments to the IRS and/or state(s)? Refund and Payment Questions Part 2 of 7 If you receive a refund, do you want direct deposit? If you owe, do you want the payment(s) paid electronically from your bank account? If yes, do you want your refund deposited into more than one account? Do you want $3 of your income tax (you won't owe any additonal tax or receive less of a refund) to be applied to the Presidental Election Fund? Endangered Resources Military Family Relief Continue to Part 3 Check the box to answer yes Are you interested in donating, through your Wisconsin income tax return, to any of the following charitable causes? (there is no tax benefit, your tax would increase or your refund would decrease) Cancer Reasearch Veteran's Trust Fund Multiple Sclerosis Second Harvest/Feeding America Red Criss Disaster Relief Special Olympics of WI Did any births, adoptions, deaths, marriage, seperation, finalized divorce occur in your household? Changes in your Household Step 3 of 7 Did your household address change in 2023? Did you start to provide more than half of someone's support this year? Did any dependents from 2022 graduate college or begin to provide over half of their own support? Continue to Step 4 Check the box to answer yes Did you receive unemployment compensation income? Income and Deduction Questions Step 4 of 7 Did you receive Social Security income? Did you receive disability income? Did you have any interest or authority in any type of foreign account? Did you receive any of the following: jury fees, finder's fees, director's fees, prizes, gambling and lottery winnings, or legal awards or settlements? Did you have any participation in a foreign trust? Did you have loan, credit card, or other debt partially or totally forgiven? Continue to Step 5 Check the box to answer yes Did you receive tip income not reported to your employer? Were you granted, or did you exercise, any stock options? Were you granted restricted stock? Did you receive or pay alimony? Did you have any self-employment income (side hustles, Uber, DoorDash, ect.) Did you have any foreign income? Did you have any theft or casualty losses? Did you start or operate a business (ex. Etsy), or receive rental income (ex. Airbnb) Did you make any charitable donations by cash, check, credit card, ect? Did you make any non-cash charitable donations? (ex furniture, clothes, stocks, art) Did you pay mortgage interest, property taxes, or rent for your primary residence? Did you purchase or sell a principal residence? Capital Gains Questions Step 5 of 7 Did you sell any assets (car, furniture, collectibles, Ebay) that you made a profit on? Did you sell any savings bonds? Did you receive any interest or divends? Did you buy any stocks, bonds, or any other non-personal use property (collectibles, art, interest in a business)? Did you have any loan, security, or non-personal use asset become worthless or uncollectible? Did you have any crytpocurrency transactions? Continue to Step 6 Check the box to answer yes Retirement Account Questions Did you do a partial or complete IRA rollover? Did you convert a Traditional IRA into a ROTH IRA? Did you receive an IRA distribution? Are you interested in contributing to a Traditional, ROTH, or SEP IRA for 2023 before April 16, 2024? Were you covered by Healthcare.gov at any point during the year? Healthcare Questions Step 6 of 7 Were you covered by a Medicare Advantage Supplement plan at any point during the year? Did you have any HSA account withdrawals? Did you have long-term insurance premium expenses? If eligible, are you interested in contributing to an HSA account for 2023 before April 16, 2024? Did any dependent child aged 19 - 23 attend school full time for less than 5 months? Did you redeem any U.S. Savings Bonds Series EE issued after 1989 for educational expenses? Almost Done Continue to Last Step Check the box to answer yes Education Questions Did you pay any student loan interest? Did you, someone in your household, or a dependent, attend post-secondary school? Did you withdraw funds from a 529 account? Did you pay any private school tuition costs? Are you interested in contributing to a 529 plan for 2023 before April 16, 2024? Did any of your children under the age of 19, or 24 if they are a full-time student, have investment income in excess of $2,000? Miscellaneous Questions Part 7 of 7 Did you have any daycare, after-school, or summer camp expenses for your child(ren)? Did you purchase an energy efficient vehicle? Did you pay any household employee (nanny, maid, ect) over the age of 18 wages of $1,800 or more? Did you make any energy efficient improvements (either new construction or remodel) to your home? Submit Check the box to answer yes Is there anything else that I should know about or that you have a question on?
