2023-2024 Individual Tax Questionnaire

2023-2024 Individual Tax Questionnaire

Skip any question that does not apply to you or simply select the 'I don't know' option
SECTION 1: You and Your Dependents
Your Name*

First NameLast Name
Phone Number*

Area CodePhone Number
Email*
example@example.com
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you hear about us? If you were referred by someone, please enter name.
E.g. Friend, family, coworker, Facebook, Instagram, website

What is your occupation?
E.g. Teacher, Nurse, Accountant, etc
Were you married at the end of December 2023?

Yes. Married and filing jointly with spouseYes. Married but filing separatelyNo.
Do you have any dependents?

YesNoSomeone else is claiming them.

Were you audited by the IRS or State Tax Department in the past or are you being audited right now?

NoYes
Were you enrolled in college or trade school in 2023?

YesNo

Did you receive a tuition statement Form 1098-T which shows amount paid for tuition for the 2023 school year?

YesNo
Did you make payments on outstanding student loans last year? (Form 1098-E)

YesNo

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

	Yes	No	Unsure
Did you make any contributions to a retirement account? IRA, 401K, Roth IRA, Other
Do you own a home?
Did you pay home mortgage interest? (Form 1098)
Did you pay real estate property taxes? (Form 1098)
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?