Tax Submission Form

User Guide: Tax Submission Form

This guide will help you understand how to properly complete the Tax Submission Form.

Overview

The Tax Submission Form is designed to collect all necessary information for tax filing purposes. It's divided into several sections to organize different types of information.

How to Complete the Form

Personal Information Section

1. First Name & Last Name: Enter your legal first and last names exactly as they appear on your government-issued identification.
2. Social Security Number (SSN): Provide your 9-digit SSN without hyphens.
3. Date of Birth: Use the calendar picker or enter in MM/DD/YYYY format.
4. Address: Enter your complete street address, city, state, and ZIP code.
5. Filing Status: Select the option that best describes your current filing status:
   • Single: Unmarried or legally separated
   • Married Filing Jointly: Married couples combining income
   • Married Filing Separately: Married couples filing separately
   • Head of Household: Unmarried with qualifying dependents
   • Qualifying Widow(er): Spouse died within past two years with dependent child

Income Information Section

1. Wages, Salaries, Tips: Enter the total from your W-2 forms (box 1).
2. Taxable Interest Income: Report interest from bank accounts, CDs, etc. (Form 1099-INT).
3. Ordinary Dividends: Report dividend income (Form 1099-DIV).
4. Business Income: Report net profit or loss from business (Schedule C).
5. Capital Gains: Report profits from sale of assets like stocks or property.
6. IRA Distributions: Report withdrawals from retirement accounts.
7. Other Income: Describe and amount of any other taxable income.

Deductions & Credits Section

1. IRA Contributions: Report contributions to traditional IRAs.
2. Student Loan Interest: Report interest paid on qualified student loans.
3. Tuition and Fees: Report qualified education expenses.
4. Medical Expenses: Report expenses that exceed 7.5% of your adjusted gross income.
5. Deduction Type: Select either Standard Deduction (fixed amount based on filing status) or Itemized Deduction (if your qualifying expenses exceed the standard amount).

Tax Payments Section

1. Federal Income Tax Withheld: Total federal tax withheld from your W-2s and 1099s.
2. Estimated Tax Payments: Total quarterly estimated tax payments made.
3. Earned Income Credit: If eligible, claim this refundable tax credit.
4. Additional Credits: Report any other tax credits you're claiming.

Signature Section

1. Signature: Provide your legal signature.
2. Date: Enter the current date.
3. Contact Information: Provide your daytime phone number and email address for any follow-up questions.

Printing Instructions

• Click the "Print Form" button at the top of the form
• Review the print preview to ensure all information is visible
• Print on standard letter-sized paper (8.5" x 11")
• Sign and date the printed form before mailing

Submission Process

1. Complete all required fields (marked with *)
2. Review your information for accuracy
3. Print the form
4. Sign and date the form
5. Mail to the appropriate tax authority address (consult with a tax professional for the correct address)

Important Notes

• Keep a copy of the completed form for your records
• Consult a tax professional if you have questions about specific deductions or credits
• File by the tax deadline (typically April 15th) to avoid penalties
• If you need more space for any section, attach additional sheets with the same format

Troubleshooting

• If fields aren't visible when printing, check your browser's print settings and ensure "Background graphics" is enabled
• If you need to start over, refresh the page to clear all fields
• For best results, use an updated browser version

Security Considerations

• This form contains sensitive personal information
• Only print and store in secure locations
• Shred any drafts or incorrect prints
• Transmit completed forms via secure mail methods

If you encounter any technical issues with the form, try using a different browser or device.