Back to overviewGuided filing flow

Return progress

57% complete4 of 7 filing steps complete

Current phase: Personal Info

Step 1 of 7Federal + state
1

Personal Info

Income

Deductions

4

Credits

5

Review

6

File

Documents and uploads for this phase

Gather these first so SpeedTax can keep your federal and state returns in sync.

Government-issued ID
Social Security card
Prior-year return if available

SpeedTax

Federal and state return workspace

Tax Year 2025Personal InfoSaved 12:00 AM

Personal Info

Let's start with the basics so we can match your filing status, contact info, and state return correctly.

Maximum refund guaranteed100% accuracy guarantee256-bit encryptionAudit support included

Estimated refund tracker

$4,781

Projected total refund across federal and state.

Credits applied: $0AGI: $143,115

Federal return

$4,816

Estimated federal refund

Refund

Pennsylvania return

$35

Estimated state amount due

Due

Total income

$143,200

AGI

$143,115

Taxable income

$127,365

Federal tax

$23,584

Federal credits

$0

State tax

$4,394

SE tax

$170

State deduction

$0

Investment cross-check

BatBucks dividends $0

Realized gains

$0

Effective state rate

Pennsylvania at 3%

Federal withholding

$28,400

Audit risk indicator

Low

Your return has straightforward income and standard deductions.

Estimated Refund
$4,781

Friendly check-in

Let's start with who you are.

We need your legal name, Social Security number, and filing status to set up your return. Everything autosaves as you go.

What is your full legal name?

Enter names exactly as they appear on your Social Security card.

What is your Social Security number?

We use this to match your return with IRS records. Format: 000-00-0000.

Use YYYY-MM-DD.

What is your filing status?

This determines your tax bracket and standard deduction amount.

How can we contact you?

We use your email for filing confirmations and your phone for support if needed.

Optional, but useful if you need support.

What is your mailing address?

This is where IRS correspondence and any paper refund checks will be sent.

5-digit ZIP code.

Saved 12:00 AM