File Update for Returning Tax Clients

File Update for Returning Tax Clients
Full Name *

First Name Last Name
Cell Phone Number *
E-mail
example@example.com
Are you going to file you taxes the same way as last year? and are you going to Pay Up front or pay through your Refund (EPS Bank)

YES NO Pay for preparation fees up front Pay preparation fees through Tax Refund (EPS)
If Refund going to your Bank Account is it the same bank Account as last year ?

YES NO
Did you work at more than 1 job ?

YES NO
Do You have all your W2's ?

YES NO
Did you have any Unemployment income and have Your 1099 G ?

YES NO Need to get my 1099 G off website, Will not be mailed .(https://www2.ctdol.state.ct.us/1099login/english/commonlogin/commonlogin.aspx)
Do You Have Social Security Income to report and have forms (SSI &SSDI) ?

YES NO
Do you have any 1099 R income forms to file ?

YES NO I have all of my 1099 R
Did you have Collage Tuition Fee pain in 2020 (1098 T ) (1098 E) ?

YES NO
If you are claiming Children do you have Proof they live with you ? (School Letter, Dr Letter, Health Insurance forms , 1095 B, Husky Forms)

YES NO N/A I still need to get proof and send to office
Did your filing status change during 2020?

YES NO
Do you have any new Dependents to add to return or Take off ?

YES NO
What Dependent need to come off or be added ? (If adding one on please provide there information , below )
Will the address on your 2020 Federal return be different from the one shown on your 2019 return?

YES (fill out address below ) NO
*Skip if no Change in Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Did you, your spouse, or a dependent enroll in health insurance through Access Health and pay a Monthly Premium?

YES NO If I yes , I have the 1095 A with tax forms
Did you Pay property Taxes during 2020 ? (** Can only Claim on Taxes if you have Dependents or are over age 65 for state of CT)

YES NO
Did you receive both Stimulus Economic Impact Payment during 2020 and 2021 ? If you did not get the full amount how much was your 1st check and the 2nd Check

YES NO
If you did get your full 1st Stimulus check, how much was it ? ($1200 per person and $600 for each child 16 years old or younger)
If you did get your full 2nd Stimulus check, how much was it ? ($600 per person and $600 for each child 16 years old or younger )
Do You Feel You are Paying to much For You Auto or Home Insurance?

YES NO
If you have no Life insurance or if you have life insurance would like more information on Life Insurance Quotes

YES NO
If you rent ,did ever see if you can qualify for Buying a New Home ?

YES NO
Should be Empty:

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