What We Need


Here is what you need to get started with CharlesTax.com:

  • Have the names, birthdates, and social security numbers of all dependents

  • Have all your W-2's and 1099's available for entry

  • Have your dividend, interest, information related to the sale of stocks, bonds or mutual funds, unemployment compensation, SSA-5 (money received from Social Security), and/or any other information that will affect your income, losses, or deductions

  • Credit card information for filing fee

 

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