For individuals and families
The years when a return stops being one W-2 and a standard deduction.
- A first year with a house sold, or stock sold
- Equity compensation — RSUs, options, an ESPP
- Rental property, and the depreciation nobody tracked
- A move mid-year, or income earned in two states
- Marriage, divorce, a new child, a death in the family
- A letter from the IRS or the state, answered inside its window
- Years that were never filed, brought current oldest first
- An amended return, when last year's was wrong
