Income Tax
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Tax Preparation
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General info
Would you recommend survey to a friend?
Single
Married filing jointly
Married filing separately
Head of Household
Qualifying Surviving Spouse
Enter your age as of Dec. 31, 2023
Enter your age as of Dec. 31, 2023
Would you recommend survey to a friend?
Yes
No
Income
Enter your annual earned income (An estimate is ok)
How much did you make from your job(s) for 2023? (An estimate is ok)
Enter your total unemployment income for the year
How much was withheld for federal taxes for 2023 (including unemployment)?
How much was withheld for state taxes for 2023?
Family
Tell us the number of dependents you have as well as any child care expenses
As you add dependents, the total number of dependents will automatically update.
Dependents
Under age 17
Full-time students age 17-23
Other dependents
Total number of dependents
Childcare
Number of children under 13 who received child care
Total child care expenses
Other income
Here's where to enter other income like investments, Social Security, or pensions. (Estimates are ok)
Interest
Qualified dividends
Ordinary dividends
Gains/Losses (short-term)
Gains/Losses (long-term)
IRA/Pension distributions
Social Security Benefits
Alimony received
Other Income
Education
If you or your child attend college or have a student loan, provide information below
Are you or your child attending the first four years of college?
Would you recommend survey to a friend?
Yes
No
Tuition and fees paid
Student loan interest paid
Note: TaxCaster only calculates tuition and fees for one student per family. TurboTax will calculate tuition-related deductions and credits for more than one student.
Own a home
Mortgage interest paid
Property taxes paid
Donations
Enter the annual amount of monetary donations you make to charity, as well as the fair-market value of non-cash donations like clothes, furniture, etc. (Estimates are okay.)
Check or cash donations
Total non-cash donations
Retirement
If you (or your spouse) contributed to a retirement plan or an IRA for 2023, provide details below.
Are you eligible to participate in a retirement plan at work?
Would you recommend survey to a friend?
Yes
No
Traditional IRA contributions (not 401k)
Other deductions
Enter the amount of these other deductions and credits
Medical expenses
Alimony paid
Business owner / Self-employed
Enter your net business income or loss (an estimate is ok)
Other tax payments
Enter any tax payments you have made directly to the IRS (not the taxes withheld from your paycheck)
Federal taxes paid
State taxes paid