FAQs - IOOGO

IOOGO TAX FAQs

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IOOGO TAX FAQs

  • How do you pronounce IOOGO? What is an IOOGO anyway?

    IŪGO (eye – oo – go) If you can pronounce your vowels, you can pronounce IOOGO and it’s even fun to say! IOOGO means “to connect” which is what we are passionate about, creating a simple connection to your financial and tax needs.

  • TAXES OWED

  • What do I do if I owe taxes?

    The IRS has several ways to pay. You can choose to mail a check, pay by direct debit, or request an installment plan. If you choose to mail a check, be sure your payment is postmarked on or before April 15, 2020 to avoid penalties.

  • How do I pay the taxes I owe directly from my bank account?

    Select to pay the IRS via Direct Debit. Enter your account information and the date you want the money withdrawn.

  • What if I can’t afford to pay the total amount of taxes I owe?

    If you can’t afford to make one lump payment, you can request an installment plan. Enter the required information, select the amount and day of the month you want your payment to be sent, and choose if you want payments sent through Direct Debit or if you want to mail a check every month. IRS fees may apply.

  • SIGN YOUR RETURN

  • Where do I find last year’s AGI?

    You can find last year’s AGI by looking at your previous year’s 1040. 2018 AGI is found on Form 1040, Line 7.

  • What if I don’t know my last year’s AGI?

    If you don’t have last year’s AGI but remember the PIN you used to sign your return, you can select to sign using last year’s PIN. If you do not have last year’s tax form or PIN and cannot get it from the software/professional who submitted your return, you will need to request a transcript from the IRS https://www.irs.gov/individuals/get-transcript.

  • What if I don’t know my spouse’s AGI from last year?

    If you don’t have your spouse’s last year’s AGI but have the PIN used to sign, you can select to sign using last year’s PIN. If you do not have last year’s tax form or PIN and cannot get it from the software/professional who submitted the return, your spouse will need to request a transcript from the IRS https://www.irs.gov/individuals/get-transcript.

  • What if I didn’t file a return last year?

    If you did not file a return last year, select I did not file a return on the Sign Return page.

  • Why do I need a PIN?

    In order to sign and submit your return electronically, you need to create a 5-digit PIN. You can use this PIN to sign your return next year.

  • What can I use for my PIN?

    You can use any 5 digits of your choosing as long as they are not all zeros. You will want to choose a number that you will remember but that is not easily guessed.

  • Sign In/Sign Up

  • How do I sign up for IOOGO Tax?

    It’s just a few simple steps to sign up and begin using IOOGO Tax. Go to tax.ioogo.com and select Sign Up Here. This will take you to the pricing page which will show you the price of three different types of returns; Basic, Advanced, and Self-employed. Click Start My Return for Free. Enter your email, password, and confirm your password. Agree to the IOOGO terms of use/privacy statement and select to Start My Return for Free. Check your email! We will send you a verification code to confirm you are using a valid email address.

  • How do I sign in to IOOGO Tax?

    Go to tax.ioogo.com, enter your username and password and click Sign In.

  • I keep getting the message my email and password combination do not match when I try to log in.

    If you have forgotten your password, click Forgot Password on the sign-in page. Enter the email address associated with your account and select to Send Password Reset Instructions. We will send the reset password link to your email. Check your email and select to Reset Password. This will take you to the password reset page where you can update your IOOGO Tax password.

  • REFUND

  • How do I get my refund?

    The IRS offers several options to receive your refund. You can have your refund mailed to you or you can have your refund deposited directly into your bank account. If you think you might owe taxes next year, you can select to apply all or part of your refund to next year’s taxes.

  • Can I enter more than one account for direct deposit?

    Yes! If you want to split your refund into multiple accounts, add the bank accounts you want your refund deposited into and the amount to be deposited per account.

  • Can I split my refund?

    Yes, you can split your refund into multiple direct deposit accounts or you can elect to receive part of your refund this year and apply part of it to next year’s taxes.

  • When will I get my refund?

    The IRS issues most refunds in less than 21 calendar days.

  • PROFESSIONAL SECOND REVIEW

  • What is included in a professional second review?

    One of our certified tax professionals performs an audit risk assessment to identify any potential audit flags. Your return will also be reviewed for missed credits and deductions to ensure you receive the maximum refund. Take advantage of our professional review and submit your tax return with the confidence of a tax pro!

  • How much does a professional second review cost?

    A professional second review costs $49.99. You can select a professional second review at checkout.

  • Who is reviewing my tax information?

    A certified tax professional reviews your tax information.

  • How will I know the results of my review?

    The tax professional will email you the results of your professional second review within 2-4 business hours after we receive it.

  • What do I do if there are issues with my return?

    We will email you any issues found in your return. Log back into IOOGO Tax to make the requested changes or corrections. Once completed, you can sign your return and e-file.

  • My professional review didn’t find any issues. What’s next?

    Awesome! Your return has no issues. Log back into IOOGO Tax and e-file your return.

  • What if I change my mind and do not want a Professional Second Review?

    If you haven’t paid for your Professional Second Review, return to the review page and select No Thanks, or you can unselect the Professional Review box on the Checkout page.

    If you have already paid for your Professional Second Review and have changed your mind, please email us at support@ioogo.com and someone will reach out to you.

  • PAY IOOGO

  • Which payment methods does IOOGO accept?

    IOOGO accepts all major credit cards (Visa, Mastercard, Discover, Amex) and PayPal. All credit card payments are processed through Stripe.

  • How much do I owe?

    Please check the Upfront Pricing page for IOOGO Tax pricing https://tax.ioogo.com/pricing

  • I already paid but forgot to add an income. What now?

    Not a problem. Go back and add your missing income form. Complete your return. If you owe more than you already paid, you will be required to pay the remainder before e-filing your return.

  • OTHER TAXES

  • Do I have to report health insurance?

    With the passage of the Tax Cuts and Jobs Act, there is no longer a penalty for not maintaining health insurance. If you have coverage through the Marketplace, you must report the 1095-A you should have received.

    If you select Yes, that you had coverage through the Marketplace, we will gather your 1095-A information to determine if you have a Premium Tax Credit or if you owe a repayment. If you qualify for the Premium Tax Credit, this is a refundable credit. If you need to repay part of your credit, this amount will be added to your taxes owed.

  • How do I edit my health insurance?

    To edit your health insurance information, simply click the green EDIT button next to health insurance.

  • What is the First Time Homebuyers Credit?

    The First Time Homebuyers Credit was a credit that acted as a loan for first-time homebuyers in 2008. If you received the First Time Homebuyers Credit, you must pay back the credit through taxes. Complete the First Time Homebuyers Credit form to determine if or what you owe.

  • MANAGE ACCOUNT

  • How do I change my email address?

    You must be logged into IOOGO Tax to change your email. Once logged in, click on the My Account dropdown in the top right corner. From the Manage Account screen, select Change Email Address, enter the new email address and select Send Verification Code. Check your email! We will send you a verification code to the new email address entered. Enter that code into IOOGO Tax to verify your new email address. You will now use this email address when you log into IOOGO Tax.

  • How do I change my password?

    If you know your current password and want to change it, log into IOOGO Tax and click on the My Account dropdown in the top right corner. From the Manage Account screen, select Change My Password. Enter your current password, your new password, and confirm your new password. Click on Change Password. You will use the new password to log into IOOGO Tax.

  • How do I change my phone number?

    Log into IOOGO Tax and click on the My Account dropdown in the top right corner. From the Manage Account screen, select Change Mobile Number. Enter your new number and select to Change Mobile Number. That’s it!

  • INCOME TAX REVIEW

  • How do I change something on the Review page that is incorrect?

    If you have finished your return, review your information on the Federal Income Tax Review page. If something looks incorrect, click on the hyperlink to go directly to that section so that you can make corrections as needed.

  • Where is Earned Income?

    Earned Income is income you reported that is not self-employment income. This includes wages, interest, retirement, government, and other income.

  • How is elf-Employment income calculated?

    The Self-Employment income is the total of all Self-Employment income you reported. This can be income or a loss.

  • How are adjustments calculated?

    The adjustment total listed is the total amount of the allowed adjustments entered.

  • What is my Adjusted Gross Income?

    Adjusted Gross Income is calculated by subtracting any adjustments from your earned income and self-employment income combined.

  • How are deductions calculated?

    Based on your selection of standard or itemized deductions, we will display your total deduction amount.

  • What is a Business Income Deduction?

    If you report self-employment income, we calculate your business income deduction. This is an extra deduction allowed for certain taxpayers reporting income on the Schedule C.

  • What is my Taxable Income?

    Good news, you are not taxed on your total earnings for the year. Your Taxable Income is determined by subtracting your deductions (standard, itemized, business) from your adjusted gross income (AGI).

  • How is my Tentative Tax calculated?

    Tentative tax is calculated by tax bracket. Your tax bracket is determined by your taxable income and filing status. This is the amount of tax owed before the addition of other taxes and before your tax owed is reduced by credits.

  • Where does Credits to Cover Tax come from? What does it mean?

    Credits to Cover Tax is the total amount of your non-refundable credits entered on the Add Credits page. This will reduce the amount of taxes you owe. Credits to cover tax will not reduce your tax liability below $0.00.

  • How are Other Taxes calculated?

    Sometimes there are taxes or penalties in addition to your regular income tax liability, such as a repayment for the Premium Tax Credit. This amount will be added to your tax liability and is not reduced by non-refundable credits.

  • How is my Tax Owed calculated?

    Tax Owed is what you owe before taxes paid and credits are considered. This is calculated by subtracting non-refundable credits from the Tentative Tax. Any Other Taxes amount is added to determine Tax Owed.

  • Where does my Taxes Paid come from?

    Any income form that has Federal Taxes Withheld reported means that you paid taxes on that income. The total of all Federal Taxes Withheld reported is the Taxes Paid amount.

  • Where does Credits Refunded come from? What does it mean?

    Credits Refunded is the total amount of your refundable credits entered on the Add Credits page. The full amount of refundable credits will be subtracted from your taxes paid, which may result in a refund!

  • Why am I getting a refund?

    If the total of your taxes paid and your refundable credits is more than the tax owed, you get a refund!

  • Why do I owe taxes?

    If you owe taxes, you have not paid enough taxes throughout the year to cover your tax liability. Check to see if you missed any adjustments or credits and make sure you are taking the best deduction option. To avoid owing taxes next year, you will want to re-evaluate how much you are paying in taxes throughout the year. This may need to be adjusted through your employer through a W-4 or you may need to pay more in estimated taxes if you are self-employed. The IRS has a tax withholding estimator to assist you https://www.irs.gov/individuals/tax-withholding-estimator.

  • Why would I need to file Form 8379 as an injured spouse?

    If your filing status is Married Filing Jointly and you or your spouse have a past tax obligation, you can file Form 8379 so that the person without the past tax obligation can receive their share of the tax refund.

  • INCOME

  • How do I select the income to file on my return?

    Once you complete your information in About You, you will be taken to the Select Income page. From here, you can select the income forms you need to file.

  • I accidentally selected an income form I do not need. How do I remove it?

    To remove a selected income, just uncheck the box next to the income on the Select Income page. See FAQ question to access Select Income page.

  • How do I add my income form?

    Once you have selected the income you need to report, select Next from the Select Income page. All income forms selected will be listed on a grid. Select to Add the income form (like your W-2) and copy and paste information from the form. Once completed, the form will be listed in the grid with the taxable amount. Enter income for yourself and your spouse right from the same page. Add as many forms as you need!

  • I forgot to select an income that I need to report. How do I add the form?

    Select to + ADD INCOME (not listed above). This will take you back to the Select Income page to select (or remove) income forms.

  • How do I edit income already added?

    To edit your income form, simply click the green EDIT button next to income you want to edit.

  • How do I remove an income form that I added?

    Click the red DELETE button next to income you want to remove. This will completely remove the income form added, so be sure you really want to delete it.

  • How do I enter my income form(s)?

    We make entering income as simple as possible with a quick data entry. Copy and paste from your income form into the corresponding fields. Double check to ensure everything entered matches the form you received. This must match what has already been submitted to the IRS.

    When entering income for the taxpayer, make sure the taxpayer is selected to answer “This is for”. The taxpayer’s name and SSN will auto-populate. Select “recipient’s address is the same as the present home address” to auto-populate your address. Note, your address on this form MUST match what is reported on your income form.

  • How do I enter my spouse’s income form?

    When entering an income for your spouse, be sure your spouse is selected to answer “This is for”. We will auto-populate your spouse’s name and SSN. Select “recipient’s address is the same as the present home address” to auto-populate your address. Note, the address on this form MUST match what is reported on your spouse’s income form.

  • How do I enter wages from an income form?

    Entering income is a simple copy and paste from the form you received. For W-2 forms, we simplify this process by auto-calculating Social Security Wages, Social Security Tax Withheld, Medicare Wages and Tips, and Medicare Tax Withheld. If these numbers do not match what is on your W-2, be sure to correct the value.

  • What is a W-2 form?

    W-2 forms are used to report your wages, salaries and tips received from your employer.

  • What is a 1099-INT form?

    The 1099-INT form is used to report interest income you received during the tax year.

  • What is a SSA-1099 form?

    The SSA-1099 form is used to report social security benefits you received during the tax year.

  • Do I need to report alimony Income?

    If you received alimony income and your divorce agreement was finalized before January 1, 2019, then you must report the alimony payments as income. If your divorce agreement was finalized on or after January 1, 2019, then you will not report your alimony payments as income.

  • Do I need to report a state of local tax refund?

    If you received a state or local tax refund, then you must report your refund as income.

  • What is a 1099-R form?

    The 1099-R form is used to report distributions from a retirement account, such as IRAs, qualified plans, section 403(b) plans, and governmental section 457(b) plans).

  • What is a 1099-C Form?

    The 1099-C form is used to report any debt you owe that is canceled, forgiven or discharged by the lender. This is considered income and is taxable.

  • What is a W-2G form?

    The W-2G form is used to report gambling winnings and any federal income tax withheld on those winnings.

  • What is a 1099-OID form?

    OID stands for “original issue discount”. If you were issued a bond for a price less than its face value or principal amount, you should receive a 1099-OID.

  • How do I report self-employment income?

    If you are self-employed and are a sole proprietor, you will report any income you received, including cash, credit card transactions (1099-K), miscellaneous income (1099-MISC), etc. You will also report any inventory and expenses, like meals, vehicle, and home office expenses. You will want to have your bookkeeping information available and ensure you have documents to support the expenses you are reporting.

  • IDENTITY PROTECTION PIN:

  • What is an Identity Protection Pin?

    An Identity Protection Pin is a six-digit number assigned by the IRS to eligible taxpayers. This helps prevent the misuse of your Social Security number on fraudulent federal income tax returns. If you have already received an Identity Protection Pin, you must enter this on the Sign Return page. A new IP Pin is assigned every year. Be sure to enter your current IP Pin.
    If you do not have an Identity Protection Pin and would like to receive one, you must request this through the IRS.

  • ERROR CHECK

  • Why does the Error Check say I’m missing information?

    If the Error Check found missing information, there is missing information that is required to file your return successfully. Go back to that section with missing information and complete the required fields.

  • E-FILE RETURN

  • What do I need to do before I e-file?

    Before e-filing your return, be sure to check your information. Make sure names are spelled correctly and dates of birth and social security numbers are entered correctly. Incorrect information will cause your return to be rejected.

  • When will I know if my return is accepted

    Once your return is accepted by the IRS, we will email you a notification. You will also see a confirmation when you log back into IOOGO Tax.

  • DEDUCTION TYPE

  • What is a Standard Deduction?

    You can choose to take a standard deduction or to itemize. The standard deduction is a flat deduction based on your filing status, age, and whether or not you are blind. With the increase of the standard deduction, this is usually the best option for most taxpayers.

  • Should I itemize my deductions?

    If you are unsure if you should take the standard deduction or itemize deductions, you can use our Estimate Deductions tool. Quickly see if you will receive a higher deduction from itemizing or taking the standard deduction.

  • What can I deduct if I itemize deductions?

    If you choose to itemize, you can deduct certain taxes you paid (real estate taxes, personal property taxes, state income or sales taxes). You can also deduct interest you paid, including home mortgage interest, mortgage insurance premium, and investment interest. You can deduct your gifts to charity. In order to deduct your medical and dental expenses or loss from a federally declared disaster, your expenses must exceed 10% of your adjusted gross income.

  • How do I report a donation that was not cash or check?

    If you made a donation that was not cash or check, you can deduct that amount on the Gifts Other Than by Cash or Check line on the Itemize Donations page. If the value of that donation is $500 or more, you will need to enter additional information to claim this deduction. Simply click Add Donation Information to enter the required information.

  • I changed my mind. Can I change my deduction type?

    Yes! If you want to change your deduction type, go to the Select Deduction Type page. To claim the standard deduction, select No to answer if you have more itemized deductions than the standard deduction amount. To claim itemized deductions, select Yes.

  • CREDITS

  • What are credits and how do they affect my tax return?

    A tax credit reduces your tax liability, the taxes owed after adjustments and deductions are applied. Some credits are based on your life situation, like the Child Tax Credit and the Earned Income Credit. Some tax credits are given as an incentive, like the Tuition and College Expenses credit.

    There are two types of credits, refundable and non-refundable. Non-refundable credits will reduce the tax you owe down to $0.00, but not any less. The less tax you owe, the better chance of getting some of the taxes you paid refunded to you. Refundable credits will reduce your tax liability to $0.00 and the remainder gets refunded to you!

    Certain credits require that you have proof in order to claim them. You do not have to submit the proof but don’t get rid of your statements just yet. Keep your forms in case of a future audit. Look for the document icon next to the credit to determine which credits may require proof.

  • Can I claim child and dependent care expenses?

    Yes, the IRS allows you to claim up to $3,000 of care expenses per dependent child or relative, up to $6,000. You will need the care provider’s name, address, and social security number or employer identification number.

  • What if my child’s care provider will not provide their SSN or employer identification number?

    If the child care provider will not provide their SSN or EIN, simply check the box that states Check here if unable to provide identifying number. The credit will still calculate for you.

  • What is the Child Tax Credit?

    If you have a qualifying child under the age of 17, you may qualify for the Child Tax Credit. No extra work is required by you. We determine eligibility and amount for you. The maximum amount per qualifying child is $2,000.
    Your qualifying child must have a Social Security Number issued by the Social Security Administration.

  • What is the Credit for Other Dependents?

    If you have a qualifying dependent age 17 or older and they do not qualify for the Child Tax Credit, they may still qualify you for the Credit for Other Dependents. No extra work is required by you. We determine eligibility and amount for you. This is a non-refundable tax credit of up to $500 per qualifying person.

  • What is the Earned Income Credit?

    The Earned Income Tax Credit (EITC or EIC) is a benefit for working people with low to moderate income. To qualify, you must meet certain requirements and file a tax return. The Earned Income Tax Credit reduces the amount of tax you owe and may give you a refund. If we determine you qualify for the Earned Income Credit, we automatically select and add this credit for you. If you qualify but have no qualifying children, you must answer a quick question about how long you have lived in the United States to determine eligibility.

  • Can I claim child and dependent care expenses?

    Yes, the IRS allows you to claim up to $3,000 of care expenses per dependent child or relative, up to $6,000. You will needIf you, your spouse, or a dependent are an enrolled student that received a 1098-T, then you may qualify to claim tuition and expenses (Tuition & Expenses for College and Other Higher Education Credit). Based on your responses, you may qualify for the American Opportunity Credit, which is a refundable credit or the Lifetime Learning Credit, which is a non-refundable credit.
    the care provider’s name, address, and social security number or employer identification number.

  • What if my child’s care provider will not provide their SSN or employer identification numbe

    If the child care provider will not provide their SSN or EIN, simply check the box that states Check here if unable to provide identifying number. The credit will still calculate for you.

  • What is the Child Tax Credit?

    If you have a qualifying child under the age of 17, you may qualify for the Child Tax Credit. No extra work is required by you. We determine eligibility and amount for you. The maximum amount per qualifying child is $2,000.
    Your qualifying child must have a Social Security Number issued by the Social Security Administration.

  • What is the Credit for Other Dependents?

    If you have a qualifying dependent age 17 or older and they do not qualify for the Child Tax Credit, they may still qualify you for the Credit for Other Dependents. No extra work is required by you. We determine eligibility and amount for you. This is a non-refundable tax credit of up to $500 per qualifying person.

  • What is the Earned Income Credit?

    The Earned Income Tax Credit (EITC or EIC) is a benefit for working people with low to moderate income. To qualify, you must meet certain requirements and file a tax return. The Earned Income Tax Credit reduces the amount of tax you owe and may give you a refund. If we determine you qualify for the Earned Income Credit, we automatically select and add this credit for you. If you qualify but have no qualifying children, you must answer a quick question about how long you have lived in the United States to determine eligibility.

  • Can I claim education expenses?

    If you, your spouse, or a dependent are an enrolled student that received a 1098-T, then you may qualify to claim tuition and expenses (Tuition & Expenses for College and Other Higher Education Credit). Based on your responses, you may qualify for the American Opportunity Credit, which is a refundable credit or the Lifetime Learning Credit, which is a non-refundable credit.

  • Can I claim contributions to my retirement savings?

    If you reported retirement contributions on your W-2, we will automatically select and calculate this credit for you. This is a non-refundable credit that is meant to incentivize taxpayers with low to moderate income to contribute to a retirement fund.

  • Can I claim my electric vehicle?

    If you purchased an electric vehicle last year, the IRS wants to reward you with a non-refundable credit for being green. Complete the Qualified Plug-In Electric Drive Motor Vehicle Credit to see if your vehicle qualifies.

  • I selected to apply part of my 2018 refund to my 2019 taxes. How do I apply it to my 2019 tax return?

    Select 2018 Refund Applied to 2019 Federal Taxes to report the amount you applied last year to this year’s taxes.

  • I have no credits. Why is the error check telling me I’m missing information?

    If you are not claiming any credits, select “No credits apply to me.”

  • How do I add a credit?

    Select the credit(s) you want to claim on the Select Credits page and click Next. Each credit you selected will have the option to ADD. Selecting ADD will open the credit form for you to enter information.

  • Oops! I forgot to select a credit that I may qualify for.

    Not a problem. Select + SELECT MORE CREDITS to add additional credits. This will take you back to the Select Credits page to select (or remove) credits.

  • How do I edit a credit already added?

    To edit your credit form, simply click the green EDIT button next to the credit you want to edit.

  • How do I remove a credit that I added?

    If you entered a credit by mistake, click the red DELETE button next to the credit you want to remove. This will completely remove the credit added, so be sure you really want to delete it.

  • How do I edit or delete the Child Tax Credit, Earned Income Credit, or Retirement Savings Contributions?

    We have already auto-calculated certain credits for you based on filing status, dependents, and income reported. We don’t want you to miss out on a credit the IRS has determined you are qualified to receive, so certain credits cannot be edited or deleted.

  • Why can I not select certain credits?

    Some credits are only available if you meet certain conditions, like the Earned Income Credit. If it is determined that you do not meet the conditions, we disable the credit so you do not waste time filling out unnecessary information.

  • ADJUSTMENTS

  • What are adjustments?

    Adjustments are deductions you can claim that reduce your taxable income, which will reduce the tax you owe.

  • Can I report educator expenses?

    If you are a teacher/educator, you can deduct up to $250 ($500 if both you and your spouse are teachers) in expenses you incurred for classroom supplies.

  • What is the deductible part of self-employment?

    If you reported self-employment income, we automatically calculate this deduction for you.

  • Can I report my Health Savings Account (1099-SA) as a deduction?

    If you have a Health Savings Account, you may qualify for a deduction. If you and your spouse have separate Health Savings Accounts, be sure to add this adjustment for both. We will automatically select this adjustment if you reported HSA distribution in your W-2. If you receive a 1099-SA, you need to complete the form to see if you may owe additional taxes on your distribution.

  • Can I report moving expenses?

    If you are a current member of the U.S. armed services and moved due to a change in post, you may qualify for the moving expenses adjustment.

  • Can I report alimony I paid last year?

    If your divorce agreement was finalized before January 1, 2019, you may qualify for an adjustment.

  • Do I need to report a penalty I received on an early withdrawal of retirement savings?

    If you received a penalty for an early withdrawal of savings, you can report the penalty here for an adjustment.

  • I have no adjustments. Why is the error check telling me I’m missing information?

    If you are not claiming any adjustments, select “No adjustments apply to me.”

  • How do I add an adjustment?

    Select the adjustment(s) you want to claim on the Select Adjustments page and click Next. Each adjustment you selected will have the option to ADD. Selecting ADD will open the adjustment form for you to enter information.

  • Oops! I forgot to select an adjustment that I may qualify for.

    Not a problem. Select + SELECT MORE ADJUSTMENTS to go back to the Select Adjustments page to select (or remove) adjustment forms.

  • How do I edit an adjustment already added?

    To edit your adjustment form, simply click the green EDIT button next to the adjustment you want to edit.

  • How do I remove an adjustment that I added?

    If you entered an adjustment by mistake, click the red DELETE button next to the adjustment you want to remove. This will completely remove the adjustment added, so be sure you really want to delete it.

  • How do I edit or delete the deductible part of self-employment adjustment?

    We have already auto-calculated this adjustment for you based on the self-employment income reported. We don’t want you to miss out on an adjustment the IRS has determined you are qualified to receive, so this adjustment cannot be edited or deleted.

  • Why can I not select certain adjustments?

    Some adjustments are only available if you meet certain conditions, like the deductible part of self-employment and moving expenses. If it is determined you do not meet the conditions, we disable the adjustment so you do not waste time filling out unnecessary information.

  • ABOUT YOU

  • What information does the IRS need about me, the taxpayer?

    You will enter all required information about yourself in the Tell Us About Yourself page. We collect your name, social security number, date of birth, occupation and home address. We also collect information that will tell us if you are eligible for certain credits and deductions. We keep it as simple as possible. Be sure to enter your information correctly. Certain items, like name, date of birth, and SSN will cause your return to reject if entered incorrectly.

  • How do I know if my SSN is valid for employment?

    If you are unsure if your social security number is valid for employment, check your SSN card and look for the words “Not Valid for Employment”. An SSN valid for employment is required to claim certain credits and deductions.

  • How do I choose my filing status?

    It’s important to use the right filing status when filing your tax return. Your filing status can affect the amount of tax you owe for the year. To keep it simple, IOOGO Tax determines the correct filing status for you based on your answers on the Living Situation page.

    1. If you were married at the end of 2019, or if you were widowed and your spouse passed away within the past year, we will ask if you want to file your return with your spouse. If your marital status on 12/31/2019 is single and you do not have any dependents, your filing status will be Single.
    2. Keep in mind, the Married Filing Jointly status may result in a larger standard deduction and additional tax benefits that lower your tax liability.
    3. There are instances where married couples choose to file separately. If you want to file separately from your spouse, select No to answer “Do you want to file this return together with your spouse?” Married Filing Separately status may benefit you if it results in less tax owed than if you file a joint tax return. Keep in mind that you may not qualify for additional tax benefits that filing jointly allows.
    4. If your marital status is single on 12/31/2019 and you have qualifying dependents, IOOGO Tax will check to see if you qualify for the Head of Household status. If you meet all the IRS conditions, we will select this filing status for you. The Head of Household status allows for a lower tax rate and a higher standard deduction.
    5. If you are a widow(er) at the end of 2019, your spouse passed away within the last 2 years and you have a qualifying child, IOOGO Tax will check to see if you qualify for the Qualifying Widow(er) status. This status may result in a larger standard deduction and lower your tax liability.
  • What information does the IRS need about my spouse?

    You will enter the required information about your spouse in the Tell Us About Your Spouse page. We collect your spouse’s name, social security number, date of birth, and occupation. We also collect information that will tell us if your spouse is eligible for certain credits and deductions. We keep it as simple as possible. Be sure to enter your spouse’s information correctly. Certain items, like name, date of birth, and SSN will cause your return to reject if entered incorrectly.

  • I am filing separately from my spouse. Why do I need to enter my spouse’s information?

    Even if you and your spouse are filing separate returns, the IRS still requires your spouse’s information. If you live in a community property state, you will also be required to report your spouse’s income.

  • What information does the IRS need about my dependent?

    We collect your dependent’s name, social security number, date of birth, and the number of months the dependent lived with you. We also collect information that will tell us if your dependent is a “qualifying child” or a “qualifying relative”. Having a qualifying child or qualifying relative may allow for certain credits and deductions. We keep it as simple as possible. Be sure to enter your dependent’s information correctly. Certain items, like name, date of birth, and SSN will cause your return to reject if entered incorrectly.

  • Why is my dependent saying “not a qualifying dependent”?

    The IRS has several rules that determine if a dependent is qualifying or not. We gather this information as you complete the sections for you, your spouse, and your dependents to determine if your dependent qualifies or not. There are five factors used in determining a qualifying person:

    1. Relationship
    2. Age
    3. Residency
    4. Support
    5. Joint Return



    If you feel your dependent qualifies, check your answers for accuracy.

  • The About You Summary has incorrect or missing information.

    We show you the summary just for this reason! Review taxpayer information, filing status, spouse information, and dependent information. This information is critical to your Federal Income Tax Return. If any information is incorrect or missing, simply select Edit next to the section and we will take you to the appropriate page to make corrections.