Howard Tax Prep LLC Personal Tax Questionnaire

Thank you for reaching out to Howard Tax Prep LLC. To help us gain a better understanding of what deductions you qualify for, please answer the questions below.

IF YOU NEED TO FILE FOR MULTIPLE YEARS, PLEASE SUBMIT A FORM FOR EACH YEAR.

How did you find out about us? (Please be specifics such as the person’s name, the event you attended, the name of the Facebook group, Google Ads, FaceBook Ad, TikTok Ads, The news, etc.*

Are you a RETURNING CLIENT?*

RETURNING CLIENTS ONLY: Are you using the same bank account from last year to receive a direct deposit of your refund? If you select no, we will be sending you a form via DocuSign to provide banking information before we file. *

What TAX YEAR are you completing this form for? If you are filing back taxes, please complete a new form for each year. *

Are you male or female?*

Male refer to as Mr.Female (single) refer to as Ms.Female (married) refer to as Mrs.

Please provide your first and last name. *

Please provide your email address. *

example@example.com

Please provide your mobile phone number (so that we can send you text messages). *

Address that we need to use on your tax return*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

What School District did you live in during the tax year?

Are you a college student, veteran, disabled, or age 60 and older?*

What is your profession? *

Is your driver's license and where you are registered to vote different than the state listed on your W2? If so, you are domiciled in that state, & will have to file 2 state tax returns (1 non resident, and 1 resident). *

Did you work in 1 state, and live in another?*

YesNo

Do you have income from more than 1 state?*

YesNo

What state are you registered to vote in? *

What state issued your driver's license.*

What state(s) did you live in during the tax year? If you lived in more than 1 state, put the state code for both states. Example, IN and MI.*

What dates did you live in state 1? Example 1/1/2022 to 06/01/2022*

What dates did you live in state 2? Example 6/1/2022 to 12/31/2022*

Do you have children that live in your home that you did not birth/father, that you take care of financially, that you will be claiming on your tax return? YOU MUST HAVE PROOF THAT THEY LIVED IN YOUR HOME. Proof according to the IRS is daycare/school records , medical records, or social service records.*

YesNo

Do you have biological children UNDER THE AGE OF 17 (or under the age of 24 if in college), that live in your home that you financially take care of (that you claim as a dependent on your taxes)?*

YesNo

If you have children that you claim on your tax return, how many months did the child/children live in your home during the tax year?*

Why is the other parent of the child/children not claiming the child?*

Did anyone else live in the home that provides financial support for your child/dependent(s)?*

YESNO

Who lives in the household, and how much do they pay?*

Did your dependent child/children work a job?*

YesNo

How much did your dependent child/children earn on their job? If more than 1 dependent worked, please add the name of each dependent, and the amount each dependent earned. *

The cost to file a dependent's tax return is $85. If your dependent earned less than $12,950 as an employee, they are not required to file a tax return. If they would like a return of the federal income tax withheld by their employer (LOCATED IN BOX 2 OF THE W2), and that amount is $150 or more, we recommend filing a tax return. DO YOU WANT US TO FILE THE DEPENDENT TAX RETURN?*

YESNO

Did you pay DAYCARE/CHILD CARE/SUMMER CAMP/ADULT CARE EXPENSES for a child/children or adult dependent that you claim ?*

YesNo

If you paid Daycare/Childcare/Summer Camp/Adult Care Expenses, please provide the: 1.) NAME OF THE PROVIDER. 2.) ADDRESS OF THE PROVIDER. 3.) THE EIN OR SOCIAL SECURITY NUMBER OF THE PROVIDER. 4.)AMOUNT PAID PER CHILD. ** PLEASE PROVIDE ALL INFORMATION REQUESTED, NOT PARTIAL INFO. If you don't have all of the information at the time of completing this form, please get the information to us ASAP (within 24 business hours).*

Did you have a child between the ages of 18 and 24 that was in COLLEGE, OR TRADE SCHOOL, that lived in your home as your dependent?*

YesNo

What is the name of the child, or children that were in college?*

What year of college (1st, 2nd, 3rd, 4th, etc. DO NOT put freshman, sophmore, etc. we need the actual number such as 1, 2, etc.) was the child/children in for the tax year you are filing? If you have multiple children in college, please give us the year per child. *

If you have a child in college, do you have the 1098-T from the college that YOUR CHILD attended? IF NOT, YOU MAY NOT BE ABLE TO TAKE THIS DEDUCTION. Call the college, or trade school to get the 1098-T. Your child can also look in their financial aid records, or school email for this document.*

YesNo

Have you ever been disallowed the Earned Income Credit/The school credit (American Opportunity Credit, or the Child Tax Credit?*

YESNO

What Credit were you denied? For what reason were you denied? When were you denied? PLEASE ANSWER ALL 3 QUESTIONS. *

ARE YOU MARRIED OR SINGLE?*

MarriedSingleCourt separation was issued less than 6 months ago, and living in the same home.Court separation order issued over a year ago, and living in different homes.No legally issued separation, but living in separate homes for the last 6 months of the tax year.

If you are married, do you file with your spouse, or do you file separately from your spouse? Please note, even if you file separately we will still need the spouses name, and social in order to efile. If your spouse doesn't want to give their info, the tax return will have to be mailed.*

TogetherSeparately

What date did you get married? If the marriage took place long ago, you can just provide us with the year.

Spouses Name.

Spouses Email Address.

example@example.com

Spouses Phone Number

Area CodePhone Number

If you are married and filing jointly, how much income did each spouse earn? For example "Jane Doe earned $270,000 John Doe earned $0."

If you are married but separated, please advise the date that the other spouse moved out.

Date

How many tax forms do you have in total (married people count your spouses tax documents also). Count the total # of W2's, 1099's, 1098's, etc. If you don't know, place N/A in the box.*

Did you get your health insurance from the Marketplace healthcare.gov? If you did, please make sure to provide us with the 1095-A document. If you do not provide this document, the IRS will reject your return, and it will cost you an additional $19.95 for us to resumbit the return after you provide the information on the form. *

Did you have a HSA at your job? (Health Savings Account).*

YESNO

What type of HSA plan do you have?*

IndividualFamily

Did you have withdrawals from your HSA account?*

YESNO

Were all of your HSA withdrawals used for medical reasons? If audited, you will need to prove this with receipts.*

YESNO

Did you trade crypto? Trade means buying and SELLING, not just buying.*

YesNo

Did you trade stocks/options on a platform like Forex, Robinhood, etc.? If so, please upload your 1099-B form.*

YesNo

Did the IRS give you or any of your dependents an IP PIN? If the IRS gave you an IP PIN, and you do not provide it at the time of filing, there will be a fee of $19.95 for us to resubmit your tax return for electronic filing.*

YesNo

Did you work a job and receive a W2?*

YesNo

Do you (or did you), do things on the side to earn additional income such as: Lyft, Uber, Doordash, Amazon flex, Sell Avon, etc. to earn additional income?*

YesNo

Did you receive a 1099-NEC for work you did as an independent contractor?*

YesNo

Did you have a business, side hustle, or side gig where you collected CASH? ** Please note, BANK DEPOSITS, ZELLE, CASHAPP, APPLE PAY, VENMO, ETC. ARE CONSIDERED THE SAME AS CASH. The question is NOT asking about rentals. Rentals are addressed further down.*

YesNo

If you have a business, sole proprietorship, or side gig, what type of entity did you create? If you DID NOT create an entity, but you did something on the side to generate additional income, please select no entity just a sole proprietorship.*

Did you win any money gambling on the lottery, the boat, horse racing, etc.? If yes, you need to provide the W2-G forms.*

YesNo

Do you pay a mortgage on the home you live in (are you a homeowner)? If so, PLEASE REMEMBER TO PROVIDE YOUR ACTUAL PROPERTY TAX BILL (not just the 1098), & your mortgage interest statement (if you're still paying a mortgage).*

YesNo

What year did you purchase your home?

Did you sale a home in the tax year? If so, we need the tax form 1099-S that was provided to you from the title company.*

YesNo

Do you own rental property that was rented out during the tax year? ** Please note, part of the year rented is considered yes.*

YesNoOther

Do you have individual retirement accounts, investment accounts, or mutual funds OUTSIDE OF YOUR JOB (NOT YOUR JOB'S 401K)?*

YesNo

DO YOU PAY THE MORTGAGE/RENT, AND BUY THE FOOD FOR YOUR ELDERLY PARENTS? You must be able to prove this if you're ever audited.*

YesNo

What relative do you take care of, and how do you take care of them?

Example: Mom, and I pay her rent & buy groceries.

Did you have medical expenses that were more than 7.5% of your income? Medical expenses DO NOT include premiums paid for healthcare. Qualified expenses are copays, deductibles, glasses, xrays, dental fillings, etc.

YesNo

Did you donate cash to a non profit, church, or other charity? If so, how much did you donate. You must have a letter from the organization to prove this donation, or copies of zelle payments, checks written, etc. This DOES NOT include money that you give to the homeless, or at the grocery store cash register*

YesNoOther

How much did you donate, and to whom? Example, $1,000 Ronald McDonald House.

Did you purchase a new vehicle, or boat, that you paid state sales taxes on? If so, how much sales tax did you pay? Please note, you must have WRITTEN PROOF!

YesNo

Were YOU in college or trade school during the tax year?*

YesNo

Do you have the 1098-T from the college that YOU attended?

YesNo

What year of college (1st, 2nd, 3rd, 4th, etc. DO NOT put freshman, sophmore, etc. we need the actual number such as 1, 2, etc.) was this for you?

Aside from health insurance premiums withheld from your paycheck, what healthcare expenses did you have? This includes medically necessary dental (not veneers), glasses, prescription copays, medical equipment, etc.*

YESNO

Please list your health care cost. Example: Glasses $250; Prescriptions $650.

Do you live in Indiana, Wisconsin, Michigan, or Maine?*

YesNo

IF YOU LIVE IN INDIANA, WISCONSIN,MICHIGAN, MAINE, and you PAID RENT, please provide the following: 1.) Amount of rent paid for the year. 2.) If you pay for heating with rent, or if heat is a separate charge. 3) Your landlord/management company name. 4.) Your landlords/management company address.

Amount that you PAID FOR RENT if you live in INDIANA, WISCONSIN,MICHIGAN, or MAINE.

PLEASE USE THIS AREA TO CLARIFY INFORMATION GIVEN, OR TO GIVE US INFORMATION THAT YOU THINK WE NEED TO KNOW.