Field Name

Max Length

Input Characters

Single or Joint Filing

-

Choose the type of return (single return for an individual or Joint return for an Individual and his/her spouse) from the drop down

First name

35

Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed

Middle name

1

Only one alphabet is allowed

Last name

35

Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed

Suffix

-

Choose from the drop down, if applicable

SSN

9

Numbers and hyphen (12-2345675 or 123456789)

Day Time Phone Number

14

Numbers, hyphen and brackets ( Eg: (467) 345-7564 or 4673457564)

Spouse First Name (If joint filing)

35

Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed

Spouse Middle Name (If joint filing)

1

Only one alphabet is allowed

Spouse Last Name (If joint filing)

35

Only alphabets, hyphen, and single space are allowed.Other special characters like [&()] and Numbers are not allowed

Suffix (If joint filing)

-

Choose from the drop down, if applicable

Spouse SSN (If joint filing)

9

Numbers and hyphen (12-2345675 or 123456789)

Spouse Day Time Phone Number (If joint filing)

14

Numbers, hyphen and brackets ( Eg: (467) 345-7564 or 4673457564)

Is Foreign Address (Yes/No)?

-

Choose from drop down - Yes or No

US Address1

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed

US Address2

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed

US City

22

Alphabets and Space

US State

-

Choose from drop down

US Zipcode

10

Numbers and hyphen (34567-0675 or 34567 or 345670675)

Foreign Address 1

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign Address 2

35

Alphabets, Numbers, /, -, and \.Other special characters like [&()] are not allowed.

Foreign City

22

Alphabets and Space. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign State

17

Alphabets. This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign Country

-

Choose from drop down.This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Foreign ZIP or Postal Code

12

Numbers, Special characters and Alphabets.This field is mandatory if you have selected 'YES' for 'Is Foreign address' field.

Select 'Yes' if the taxpayer is a US citizen or resident and qualifies for "Out of Country" status.

-

Choose Yes/No from the drop down.

Select 'Yes' if the taxpayer files 1040NR or 1040NR-EZ and does not receive a wage that is subject to income tax withholding.

-

Choose Yes/No from the drop down.

Does the taxpayer owe taxes to the IRS?

-

Choose Yes/No from the drop down.

Total Tax Liability For The Year (If 'Yes')

8

Enter the taxpayer’s total tax liability For The Year

Total Payments Made For The Year

8

Enter any payments the taxpayer has made towards the taxes owed.

Balance Due To The IRS

8

Taxpayer’s total tax liability minus any payments made.

Amount to be paid to the IRS

8

The Taxpayer Must Pay The IRS this Amount

IRS Payment Option

-

Choose from drop down - EFW or Check/Money Order or Debit/Credit Card.

Account Type(If EFW is selected)

-

Numbers Format (MM/DD/YYYY). Mandatory if Fiscal year is selected

Bank Account Number(If EFW is selected )

17

Numbers

Bank Routing Number(If EFW is selected)

9

Numbers

Primary TaxPayer's Day Time Phone(If EFW is selected )

14

Choose from drop down - Yes or No ( If your business is located outside U.S)

Primary Tax Payer's 5 digit PIN

5

Numbers. It can be any five digits ex. 12345 though it cannot be all zeros.

Primary Tax Payer's Date of Birth (If joint filing)

-

Numbers Format (MM/DD/YYYY).Enter the taxpayer date of birth

Spouse 5 digit PIN (If join filing)

5

Numbers. It can be any five digits ex. 12345 though it cannot be all zeros.

Spouse Date of Birth (If joint filing)

-

Numbers Format (MM/DD/YYYY).Enter the spouse date of birth

Primary Tax Payer's Previous Year's AGI

8

Enter the previous year's AGI(Adjusted Gross Income) of the primary tax payer

Primary Tax Payer's Previous year's PIN

5

Numbers. It can be any five digits ex. 12345 though it cannot be all zeros.

Spouse's Previous Year's AGI (If joint filing)

8

Enter the previous year's AGI (Adjusted Gross Income) of the spouse

Spouse's Previous year's PIN (If join filing)

5

Numbers. It can be any five digits ex. 12345 though it cannot be all zeros.