2025-2026 Individual Tax Questionnaire

SECTION 1: PERSONAL INFORMATION

Street Address

Street Address Line 2

CityState

Zip Code

E.g. Friend, family, coworker, Facebook, Instagram, website

E.g. Teacher, Nurse, Accountant, etc

Yes. Married and filing jointly with spouseYes. Married but filing separatelyNo

YesNoSomeone else is claiming them.

SECTION 2: Your INCOME.

Last year, did you or your spouse receive:

	Yes	No
Wages or Salary (Form (W-2)
Tip income
Interest income (Form 1099-INT)
Dividends (Form 1099-DIV)
Distributions from 401k, IRA, or other retirement account (Form 1099-R)
Disability Income (Form 1099-R, W-2)
Unemployment compensation (Form 1099-G)
Other income?
Sale of Virtual Currency like Bitcoin, Cryptocurrency, etc
Income (or loss) from Rental property, including AirBnB
Self-Employment Income (Form 1099, or Cash)
Do you own a business or interest in a partnership, LLC, or corporation?
Refund of state/local income taxes (Form 1099-G)
Social Security or Railroad Retirement Benefits (Form SSA-1099, RRB 1099)
Were you granted, or did you exercise, any employee stock options?
Income or loss from the sale of Stocks, Bonds, or Real Estate (Form 1099-S, 1099-B, 1099-OID)
Have debt from a mortgage or credit card cancelled or forgiven by a commercial lender? (Form 1099-C, Form 1099-A)
Did you receive income from a foreign investment or have a foreign bank account?

SECTION 3: Your EXPENSES

Did you or your spouse have any of the below expenses?

	Yes	No
Do you own a home?
Did you pay home mortgage interest? (Form 1098)
Did you pay real estate property taxes? (Form 1098)
Did you make any contributions to a retirement account? IRA, 401K, Roth IRA, Other
Active military member with moving expenses?
Purchase school supplies used as an eligible educator in kindergarten thru grade 12 (applies to teachers, teacher’s aide, counselor )?
Have the Earned Income Credit, Child Tax Credit, American Opportunity Credit disallowed in a prior year?
Did you purchase and install energy efficient equipment in your home (solar panels, AC, roof, windows, etc)?
Were you a resident of or lived in a foreign country for most of last year? This applies to U.S. expatriates only.
Did you make estimated tax payments or apply last year’s refund to this year’s tax?
Have you received any notice from the IRS or state revenue department for the past year?
Was your federal or state refund intercepted last year for a past due obligation such as past-due taxes, student loans, or child support?

SECTION: U.S. Expatriates ONLY

No / Not ApplicableYes

SECTION: U.S. Expatriates ONLY

YesNoI don't knowNot applicable

YesHousing expenses are provided by employerNo

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

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