This is the step we hand you right after you sign and fund. The moment Stripe confirms your setup fee, this screen opens and you confirm who counts toward your credit. It takes about 5 to 10 minutes, and nothing you type leaves your browser except the answers.
Confirm HCEs, who's over the wage cap, and your employer contributions, right here.
We turn your answers into a prepopulated Form 8881 and 3800 package for your CPA to review, complete, and file.
Your own CPA files the finished package with your return. Nothing is filed without them.