W-2 income
Add wages, federal and state withholding, and Box 12 codes — multiple W-2s supported.
Dependents
Qualify children and relatives for CTC, EITC, and the Credit for Other Dependents.
Standard or itemized
We compare both. Schedule A captures mortgage interest, SALT, charitable gifts, and medical.
Education credits
Form 1098-T intake plus Form 8863 (AOTC / LLC) eligibility screening.
Health coverage
Form 1095-A reconciliation via Form 8962 and HSA contributions via Form 8889.
Retirement & savings
IRA / 401(k) contributions, Saver's Credit screening, and Roth conversion notes.
Forms covered
1040, Schedule 1, 2, 3, Schedule A, Schedule B, 8812, 2441, 8863, 8889, 8962.