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About you

Are you new to Pathway?

New clientReturning client

Filing status

SingleMarried filing jointlyMarried filing separatelyHead of household

My state return is California Additional state returnsBeyond your main state DependentsChildren or others you claim

Income W-2s from employersThe first 5 are included Interest and dividends Stock or fund sales (1099-B) Cryptocurrency

Stock compensation from an employer (RSUs, ESPP, stock options)

Companies with RSUs sold to cover taxes Companies with ESPP shares sold Companies where you exercised ISOs Companies where you sold ISO shares

Self-employment or sole-proprietor businessesSchedule C Rental properties we've done before Rental properties new to us K-1s, standardFrom partnerships, S corps, trusts K-1s, complexNeed reconciliation or extra reporting

This year's events I sold my home Rental properties sold 1031 exchange Gave a gift over the annual limit (gift tax return) Bank or investment accounts outside the U.S. Set up estimated tax payments for next year

Timing When will all your documents be uploaded?

Business return I also need a partnership, S corporation, or C corporation return

Estimated total$0