File Taxes with New Legacy - Fast, Reliable, and Secure

WELCOME

This intake form will gather all necessary information needed to complete your taxes. Be sure to read carefully, answer everything you need to, anything left unanswered could cause delays.

You are allowed to apply for the loans but keep in mind all tax information must be submitted. (Including W-2s if waiting, CAN NOT use pay stubs)

Do you want to apply for a preseason loan for up to $9500? (loans available Jan 2nd-Feb28th) *

Yes

No fee option and percentage fee option

Are you a new, returning client or just getting an estimate? *

New

Returning

Estimate

NEW CLIENT

Fill the following basic information out:

Social Security Number *

First Name *

Last Name *

Date of birth *

Occupation *

Phone *

Email *

Address

Street Address *

City

State

Country

Postal code

Identification *

Social Security Card *

Are you married and filing a joint return? *

Yes

SPOUSE

Spouse Social Security Number *

Spouse Full Name *

Spouse Date Of Birth *

Spouse Occupation *

Spouse Number *

Spouse Email *

Spouse Identification *

Spouse Social Security Card *

DEPENDENTS

Do you have any dependents? (People you support more than 50%) *

Yes

DEPENDENTS

Dependent 1 *

Full Name
Social Security Number
Birthday
Relationship
Income (put 0 if n/a)
Yes/No for disabled
Yes/No Student

Dependent 1 Social Security Card *

Dependent 1 Birth Certificate *

Dependent 1- Insurance Form *

Do you want to add another dependent? *

Yes

Dependent 2 *

Full Name
Social Security Number
Birthday
Relationship
Income (put 0 if n/a)
Yes/No for disabled
Yes/No for Student

Dependent 2 Social Security Card *

Dependent 2 Birth Certificate *

Dependent 2- Insurance Form *

Add Another Dependent? *

Yes

Dependent 3 *

Full Name
Social Security Number
Birthday
Relationship
Income (put 0 of n/a)
Yes/No for Disabled
Yes/No for Student

Dependent 3 Social Security Card *

Dependent 3- Insurance Form *

Dependent 3 Birth Certificate *

ADDITIONAL QUESTIONS

Taxpayer was affected by a natural disaster during the current tax year. *

Yes

Taxpayer received, sold, or disposed of a digital asset (or financial interest in a digital asset) in the current tax year. *

Yes

INSURANCE

Did you have insurance through the year? *

Yes

Insurance Form (1095-A/B/C) *

INCOME

Did you receive a W-2? *

Yes

W-2 (1) *

W-2 (2)

W-2 (3)

Did you need to add additional W-2s? *

Yes

W-2 (4) *

W-2 (5)

W-2 (6)

Did you receive a 1099-NEC? *

Yes

1099-NEC (1) *

1099-NEC (2)

1099-NEC (3)

Did you receive a 1099-MISC? *

Yes

1099-MISC (1) *

1099-MISC (2)

Did you receive a 1099-R for a pension payment? *

Yes

1099-R *

Do you need to add social security income? *

Yes

1099-SSA (1) *

1099-SSA (2)

Do you need to add a 1099-G (Unemployment or govt payments)? *

Yes

1099-G (Unemployment or Govt Payments) *

Do you need to add gambling winnings? *

Yes

W-2G (1) *

W-2G (2)

W-2G (3)

Do you need to add additional income? *

Yes

Additional Income (Not Business) *

Did you have business income for 2023? *

Yes

BUSINESS INCOME

Business Name *

Business Type *

Year Business Established *

Do you have a separate business address (not a home business)? *

Yes

Business Address *

Address Line 1
Address Line 2
City
State
Zip

Gross Business Income *

Business Expenses (List) *

DEDUCTION QUALIFICATIONS

Did you and/or your dependent have qualifying college expenses and 1098-T? If so, upload below.

1098-T (1)

1098-T (2)

Did you pay qualify daycare or childcare expenses for a dependent 13 y/o or younger during 2023? Upload form below or if paying a person, list the amount paid, full name, address, and SSN of provider.

Dependent Care Form

Child Care Provider

Did you pay rent for your home/apartment or commercial property? *

If renting, chose to upload lease or enter landlord information.

Upload

Type

Did you pay property taxes? *

Yes

Personal Landlord Information (Address where you mail payments)

Full Name or Company
Address Line 1
Address Line 2
City
State
Zip Code
Rent Amount
Months Rented

Lease *

Property Taxes Paid *

ADDITIONAL INFORMATION

Referral

I consent to New Legacy Financial using my personal information for the SOLE purpose of preparing my (our) taxes. I understand I will be contacted if there is something missing. I still have to confirm my refund amount to have it processed. *

Yes

RETURNING CLIENT

Full Name *

Unexpired Identification *

Mobile Phone *

Email Address *

Are you married and filing a joint return? *

Yes

END OF SURVEY

CLICK NEXT TO FINALIZE, YOU WILL RECEIVE A COPY BY EMAIL

Copyright 2024 . All rights reserved