Federal Base Tier
Pick the tier that matches your situation — any filing status qualifies.
Income Documents
First 3 combined are included in every tier. 4–5 combined trigger a flat Complex Income add-on. 6+ are billed per document by type.
W-2s
Overage beyond the shared cap: $75 each
Interest (1099-INT)
Overage beyond the shared cap: $60 each
Dividends (1099-DIV)
Overage beyond the shared cap: $60 each
1099-G (Unemployment)
Overage beyond the shared cap: $60 each
Additional Forms & Schedules
Anything beyond the selected tier's bundle is billed per form. Items already covered by your tier are grayed out.
State Returns
States prepared
$200 per state