Tax Pro AI

Smart tax planning powered by AI

Secure & Private
Real-time Calculations
AI-Powered Advice
Step 1 of 4 Basic Information

Personal Information

Residency Status

Your current citizenship status in the U.S.

Substantial Presence Test

You are considered a U.S. resident for tax purposes if you meet the Substantial Presence Test:

  • Present in the U.S. for at least 31 days in the current year, AND
  • 183 days or more over the past 3 years, counting:
    • All days in current year
    • 1/3 of days in previous year
    • 1/6 of days in year before that
Calculate Your Status →

Tax Situation

Employment Income

Total wages from Box 1 of all W-2 forms
Box 2 of W-2

Business & Investment Income

Net profit from Schedule C

Investment Income Details

Include all 1099-R distributions

Additional Income Sources

Freelance & Contract Work

Foreign Income

Investment & Passive Income

Interest & Dividends

Real Estate Income

Deductions & Credits

Business Deductions

Home Office

Vehicle Expenses

Medical & Healthcare Deductions

Medical Expenses

Include insurance premiums, doctor visits, prescriptions

Dental & Vision

Prescription & Medical Equipment

Medical Travel & Care

Include mileage, parking, lodging

Education & Professional Development

Education Expenses

Form 1098-T amounts

Additional Deductions & Credits

Green Energy Credits

Healthcare & Insurance

Retirement & Investment Deductions

2024 limit: $7,000 ($8,000 if age 50+)

Business Expenses

Home Office & Equipment

Additional Tax Credits

Energy Efficiency Credits

Windows, doors, insulation, etc.
Solar panels, wind turbines, etc.

Vehicle & Travel Expenses

2024 rate: $0.67/mile
Generally 50% deductible

Professional Services & Insurance

Charitable Contributions

Cash Donations

Non-Cash Donations

State & Local Taxes

Property & Real Estate Taxes

Vehicle & Personal Property Taxes

Additional Information