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Tax Questionnaire

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    If Yes to any questions, please provide us with any related tax forms and more details on the last page.
    Personal Information
    Did your marital status change during the year?
    Did your address change during the last year?
    Could you be claimed as a dependent on another person’s tax return?
    Were there any changes in dependents?
    Did any of your dependents have unearned income over $1,150 or earned income over $12,950? If yes, the dependent is required to file a return.
    Did you or your spouse pay for child care while you or your spouse worked or looked for work?
    Did you obtain healthcare coverage through the Marketplace? If Yes, include all Form 1095-A.
    Did you have any transactions pertaining to a health savings account (HSA) or medical savings account (MSA)? If so, include all Forms 1099-SA and/or 5498-SA.
    Did you receive a distribution from or contribute to a retirement plan (401(k), IRA, etc.)? If so, include all Forms 5498 and/or 1099-R.
    Did you transfer or rollover any amount from one retirement plan to another?
    Did you convert part or all of your traditional/SEP/SIMPLE IRA to a Roth IRA?
    Did you withdraw any amounts from your IRA to pay for higher education expenses or acquire a principal residence? If so, provide us details.
    Did you withdraw funds from a Coverdell Education Savings account or Qualified Education Program (Section 529) and use the funds for anything other than qualified education expenses? Please include Form 1099-Q.
    Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school? If so, include Form 1098-T.
    Did you pay any student loan interest? If so, include Form 1098-E.
    Did you or your spouse sell any securities, investment property, or cryptocurrencies (such as bitcoin), not reported on Form 1099-B?
    Did you purchase, sell, or refinance your principal home or second home, or did you take a home equity loan? If so, please include settlement statement you received at closing.
    Did you or your spouse start, purchase, or sell a business, rental property, or farm, or acquire/sell any interest in any partnership or S corporation?
    Deductions and Credits
    Did you purchase any motor vehicles or boats in 2022? If so, provide sales tax paid.
    Did you make a qualified residential energy-efficient improvements or purchases involving solar, wind, geothermal, or fuel cell energy resources? If so, provide us with invoices you paid in 2022 along with the tax credit certificate received.
    Did you make any cash charitable contribution in 2022? If yes, please provide copies of any giving statements that you received from the non-profit organizations.
    Did you or your spouse contribute property (other than cash) with a fair market value of more than $500 to a charitable organization?.
    Did you receive any disability income? If so, provide us with any forms you received, 1099’s, etc
    Did you pay an excess of $2,400 during the year for domestic services performed in or around your home to individuals who could be considered household employees?
    Did you have any interest in or a signature authority over a bank account, securities account, or other financial account in a foreign country?
    Was your home rented out for more than 14 days or used as a home office?
    Did you have total mortgages incurred on or before December 15, 2017 on your first and/or second residence greater than $1,000,000? Do you have total mortgages incurred after December 15, 2017 on your first and/or second residence greater than $750,000?
    Did you use funds from a Home Equity Line of Credit (HELOC) for anything other than to purchase, build, or substantially improve your residence?
    Did you make any gifts, including birthday, holiday, anniversary, graduation, education savings, etc., with a total (aggregate) value more than $16,000 to any individual?
    Were you notified or audited by either the IRS or a State taxing agency? Please provide us details.
    May the IRS discuss your tax return with your preparer?
    If we have questions regarding your tax information, how would you like us to contact you?
    Tax Form Reference Guide
    Income/ Deduction Tax Form
    Wages Form W-2
    Interest Form 1099‐INT
    Dividends Form 1099‐DIV
    State or Local Tax Refunds Form 1099‐G
    Sale of Stocks, Securities, Capital Assets Form 1099‐B
    Miscellaneous Income Form 1099‐MISC, 1099-NEC
    Retirement/Pension Distributions Form 1099‐R
    Pass‐thru Income (LLC’s, S Corp., Partnership, Trust, Estate) Schedule K‐1
    Unemployment Compensation Form 1099‐G
    Social Security Income Form SSA‐1099
    Mortgage Interest Form 1098
    Health Savings Account (HSA or MSA) Forms 1099‐SA and 5498‐SA
    Healthcare Coverage or Insurance Forms 1095‐A
    Student Loan Interest Form 1098‐E
    Tuition Form 1098‐T