Select what applies to you
Choose one or more. This helps refine your estimate using common tax scenarios.
Select what applies to you so the estimate can be refined using common tax scenarios. Many people assume an estimate is based on a single factor, but typical refund outcomes are often influenced by broader categories such as how income is earned, whether dependents are involved, and whether certain tax events occurred during the year. This step keeps things simple: you’re not being asked for exact numbers or sensitive personal information. Instead, you’re choosing general options that help identify which kinds of scenarios may be most relevant to review next.
For example, employment income and self-employment income are often treated differently in common tax calculations. Dependents can change which scenarios may apply, and investment-related activity can introduce additional considerations. None of these selections guarantee a specific outcome, and they are not a substitute for official calculations or professional advice. The purpose is clarity — narrowing down which typical patterns may fit your situation so the estimate shown later can be presented as a range rather than a fixed number.
If you’re unsure about any option, you can keep it general. Many users choose the closest match and refine later. The next step uses your selections to produce a more complete estimate range based on common situations. This helps reduce confusion, improves consistency, and makes it easier to compare filing options or services without relying on guesswork.
