Form 1040 for US citizens and residents
US citizens and residents report their worldwide income on Form 1040. We prepare your federal return and any state returns that apply.
- Citizens and residents
- Worldwide income reported
What we cover
Income and situations we handle
Wages and self-employment
W-2 income, freelance and contractor income, with business expenses.
Investments
Interest, dividends and capital gains from stocks and funds.
Rental income
Income and expenses from US rental property.
Family and credits
Dependents, education costs and other credits you may claim.
Living abroad?
- US citizens and green card holders must file even when they live outside the US. Some may exclude foreign earnings or claim foreign tax credits.
Pricing
Resident tax return
- Form 1040From $179
Final price depends on your income sources and schedules.
Required documents
What you need for Tax filing
Prepare these before you apply. Exact requirements depend on your situation, and we confirm them with you.
Documents
- Prior-year returns, if any
- Income records: W-2s, 1099s, 1042-S or platform reports
- Bank statements for the business
- Expense receipts and records
Information you’ll provide
- SSN, ITIN or EIN
- Residency status and days in the US
- Entity type and ownership
- Owner contributions and withdrawals (for Form 5472)
- The return you need depends on your residency and entity type.
- Some returns can’t be e-filed and are sent by mail or fax.
- Upload documents securely in your client portal or send them to us on WhatsApp.
Ready to file your 1040?
Tell us about your income and we’ll send a checklist.