What to Expect
This short tax interview will guide you through a step-by-step process to submit required tax
information to us. Before getting started, please review the following important reminders:
• Navigation Tips: Always use the "Continue" and "Previous" buttons to navigate through
the interview. Also, if you exit the interview prior to completion, your answers will be lost.
• Get Help: If you need help answering a question, refer to the Help guide in the top-right
corner of any interview page. In addition, pop-over help may be available when mousing
over a field.
• Be Accurate: Complete all required fields, including items with a red asterisks that
are mandatory, and verify the information entered is accurate. Some fields may be
populated with information previously entered.
• Provide Electronic Consent: We will ask you to consent for electronic signature. If you
do not provide it, you will be required to print and mail in your form to us.
• Print Copy for your Records: At the end of the interview, you will have the option to print
a copy of your IRS form.
We will now begin by collecting your tax information.