Why am I required to upload my tax return?
All RefundNote services and products require tax documents for the previous tax filing year. The tax filing threshold for a single taxpayer for 2018 tax year is:
$12,000 for single individuals
$13,600 for single individuals, 65 or older or blind
$15,200 for single individuals, 65 or older and blind
$12,000 for a married individual, separate return
$24,000 for a married couple, joint return
Why do you need to verify my taxes?
New laws and regulation set due diligence requirements for Rapidly and all team members to satisfy these requirements.
We must ensure that customers and prospective customers qualify for the Child, American Opportunity, Lifetime Learning, and Earned Income Tax Credits.
We must also verify any client filing Head of Household.
What if I do not have a PDF copy of my tax return?
We require a PDF version of your tax return. We do not accept any other format for the tax verification.
How do I download a PDF of my tax return?
For TurboTax Online Users: