Pre-Prep Questionnaire

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Tax Return Year* This field is required.

4

Did you make any cash donations? * This field is required.Cash donations are any monetary gifts a non-profit organization.

YESNO

5

How much did you donate? * This field is required.If you have already provided this information to us, please type "already provided."

6

If you have a Sole Proprietor business, did you have a COVID-related sickness/quarantine in your family?* This field is required.A Sole Proprietorship is reported on the Sch C of your 1040.

YESNO

7

How many days were you sick or take off to care for a family member?* This field is required.

8

Did you receive one or more stimulus payments?* This field is required.

YESNO

9

What were the amounts of the Stimulus payments you received?* This field is required.At this point, we do not need information on the third stimulus payment to be issued in March.

Payments Received

April 2020 Payment

December '20/Jan '21 Payment

April 2020 Payment

December '20/Jan '21 Payment

Payments Received

10

Did you at any time during the year receive, sell, trade, send, or exchange Virtual Currency (e.g. Bit Coin)?* This field is required.

YESNO

11

Did you have an interest in foreign bank accounts with a combined value of $10,000 or more at any time during the year?* This field is required.

YESNO

12

Did you purchase Health Insurance in the marketplace (Obamacare)?* This field is required.

YESNO

13

Please provide us with Form 1095-A.