Your Federal Base Price

If you fit into two or more situations, the higher base price applies

$69

$99

$139

$169

$189

Simple

Complex Income

Student / Retired

Family

Homeowner

You have W-2 income only

You have income other than a W-2

You paid student loans or tuition or received retirement income

You have dependents

You paid mortgage interest

+  Your state return price:  $59

+  Prices for additional items

Items included at no extra charges:

Common items

Real estate and property tax deductions

Refundable/Dependents Credits

Charitable contributions

Child tax credit

$45

Qualified retirement contribution credit

Additional child tax credit

$45

Self employed tax deductions

Earned income credit

$45

Sales tax deduction

Medical and dental expense deductions

Investment/Personal Income*

FIRST

EACH ADD'L

Education credits

Interest income more than $50 (1099-INT

$30

$6

Premium tax credits

Dividend (1099-DIV)

$30

$6

Educator expense deductions

Sold stock (1099-B)

$50

$10

Energy credits

Misc income (1099-MISC)

$30

$6

Self-employed health insurance deduction

Clergy member worksheet

*If you have a consolidated form 1099, fees apply for each separate transaction.

Less common items

+  Additional Products

Business Income

FIRST

EACH ADD'L

Rental Property

$120

$60

Second Look Review                    FREE

Expenses and/or employees (Sch. C)

$160

$80

SBTPG - RT Check                        $40

Own a farm (Sch. F)

$160

$80

SBTPG - RT Direct                         $40

SBTPG - Walmart Money Card     $40

SBTPG - Walmart Direct2Cash    $40

Unique Tax Situations

Audit Pro Assistance                      $75

Distributions from an HSA (1099-SA)

$30

Bank Cash Advance*                      $80*

Health insurance from the marketplace (1099-A)

$35

* An administrative preparation fee of $80 on all Bank Cash Advances.

Foreign income exclusions/credits

$40

Foreclosure or debt canceled (1099-C)

$50

Fee Example:

Sold real estate resulting in capital gains/loss (1099-S)

$50

Simple Federal

$59

Use home office for business

$50

State

$59

Local

$20

Miscellaneous Tax Items

Dividend (1099-DIV)

$30

Local return

$20

Fee Total:

$168

Form without return

$35

Filing extension

$99

Amended return

Variable