2021 Client Questionnaire

  • 2025 Individual Questionnaire

  •  

    It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potentional tax savings and to create a complete and accurate tax return.

    Submit your supporting documents, completed Tax Questionnaire and signed Engagement Letter in one of the following ways:

    • Upload your documents electronically through our secure portal, SecureSend. You can find the link in our email signatures or on our website under ‘client drop box’ in the top menu.
    • Fax to 929.523.1312.
    • Mail/Deliver to 1045 Bay Ridge Ave, Suite 1, Brooklyn, NY 11219
      • We have a drop box outside our office doors that is available Monday- Friday 8am-5pm.

  • Contact Information

    (Please complete even if you have provided us the same information in the past)
  • Format: (000) 000-0000.
  • Please select type of phone:
  • Format: (000) 000-0000.
  • Please select type of phone:

  • **For signing your final documents electronically, you must provide different email addresses for the taxpayer and spouse.

  • Do you consent to receive from us text notifications and reminders regarding the preparation of your tax return? We will not send marketing communications via text messaging.
  • Format: (000) 000-0000.
  • Do you want to receive your invoice via email with paperless billing?

  • FINAL TAX RETURN

    We will send you a copy of your final tax return in a secure email unless you do not have email, or you ask us otherwise.

  • Are you a new client to Strategic Tax Planners, LLC this year?

  • Please click on the arrow below to provide new client information, if not already provided to us. If you have comments regarding any of the items below, please leave them in the comments section at the bottom of this page.

    • New Client 
    • Date of Birth:
       / /
    • DL Issue Date:
       / /
    • DL Expiration Date:
       / /
    • Date of Birth:
       / /
    • DL Issue Date:
       / /
    • DL Expiration Date:
       / /
    • Have you provided your prior year FEDERAL and STATE tax returns?

    • If no, please upload your prior year federal and state tax returns to our office through our secure portal SafeSend. You can find the link in our email signatures or on our website under ‘client drop box’ in the top menu.

    • Do you want the IRS to contribute $3 per tax payer to the Presidential Campaign Fund? This does not affect your tax liability and does not go to a specific candidate.
    • Did you dispose of any vehicles during 2025 that you used for any business purpose, rental property, job etc. that you deducted on your taxes in the past?
    • Did you receive a First-Time Homebuyer credit on your 2008 tax return, for a property that you still owned in 2023?

    • If yes, please provide a copy of your 2008 income tax return

  • If you have comments regarding any of the questions below, please leave them in the comments section at the bottom of this page.

  • Some of the information we request to prepare your tax return can be found by setting up an online account with the IRS. You can do this at irs.gov, click on “View Your Account”. The IRS is now using ID.me for online accounts. This is explained on the IRS website when you click on “Sign in to your Online Account” on the IRS website. The set up requires you to choose a multi-factor authentication (MFA) option. You also must upload a picture of your driver's license or passport. You then have to use your cell phone to take a selfie so that they can verify your selfie to the picture on your driver's license or passport. Once you set up the online account you can access/view information including: Economic Impact Payment (EIP) history, get transcripts, account balance, payment options/history, create a payment plan, and view notices/letters from the IRS. There is also a link to the Child Tax Credit Update Portal. This shows your eligibility and enrollment status for the Advance Child Tax Credit payments and shows a history of processed payments. You can also use the Child Tax Credit Update Portal to report changes, update payment, and unenroll.

  • PLEASE ANSWER EACH QUESTION. If a question is not answered, we will assume it is not applicable to your current situation. If you are unsure, please note your questions in the comments section at the bottom of this page.

  • 1.1 Did you receive any notices from the IRS or any state tax authority during the past year regarding your taxes that you have not already provided us? (Please provide a copy).
  • 1.2 Did you get married or divorced during 2025?
  • 1.3 Did you live and/or work in more than one state and/or country during 2025?
  • 1.4 Did you or your spouse pay in excess of $1,000 in any quarter, or $2,300 during the year for domestic services performed in or around your home to individuals who could be considered household employees (housekeepers, maids, childcare providers, gardeners, etc.)?  This does NOT include individuals who have a business that provides these services to other clients as well.
  • 1.5 Did you earn wages in 2025? If so, include all W-2s.
  • 1.6 At any time during 2025, did you receive, sell, exchange or otherwise dispose of any financial interest in any virtual currency?
  • 1.7 Did you pay or receive any alimony in 2025 (do NOT include child support)?
  • 1.7.1 Please specify if you paid or received the alimony.
  • 1.7.3 Recent tax law changes impacted how alimony is treated on an individual tax return.  Was your divorce or separation agreement new or modified in 2025?  If so, please provide us a copy.
  • 1.8 Did you receive any unemployment compensation in 2025? If so, include Form 1099-G.
  • 1.9 Did you give any gifts over $15,000 (over $30,000 if you file married filing joint) per recipient in 2025?
  • 1.10 Did you apply for in 2025 or have you received in prior years an Identity Protection Personal Identification Number (IPPIN) with the IRS?

  • If so, please provide the Notice CP01A for filing your 2024 federal tax return from the IRS. If you haven’t received this notice for your 2024 federal tax return you can check for this by accessing your IRS online account (see information regarding IRS online accounts at the top of Page 1). If the IRS assigned you an IP PIN for 2024 we cannot file your tax return without your IP PIN.

  • If you have comments regarding any of the items below, please leave them in the comments section at the bottom of this page.

  • 2.1.2  If you are not sure if you received EIP 3, you can view the amount, if any, the IRS issued you for EIP 3 by accessing your IRS online account (see information regarding IRS online accounts at the top of Page 1).

  • 2.2 Did you receive any Advance Child Tax Credit payments from the IRS during 2025? These were monthly payments that should have begun in July 2025 unless you opted out.

  • 2.2.2   If you are not sure if you received Advance Child Tax Credit payments in 2024, you can view the amount, if any, the IRS issued you for Advance Child Tax Credit payments in 2023 by accessing your IRS online account (see information regarding IRS online accounts at the top of Page 1).”

  • 2.3 Did you have any foreign financial income (NOT including income within a domestic investment account), foreign bank accounts, foreign trusts, or any other foreign financial activity or assets at any time during 2025?
  • 2.4 Did you have any other income from any source that you have not provided to us (including cash earnings, tips, bartering, etc.)?  This should NOT include gifts received.
  • 2.5 Did you or a family member (taxpayer, spouse, and dependents) enroll in health insurance coverage for 2025 through the Health Insurance Marketplace (Exchange)? If yes, please provide a copy of Form 1095-A. Please contact your health insurance provider if you have not received your form for 2025.
  • 2.6 Did you pay premiums for a long-term care insurance policy? If so, please provide a copy of your annual bill paid in 2025. You may have to contact your insurance provider for this statement.
  • 2.7 Did you pay any student loan interest in 2025? If so, include all 1098-E forms.
  • 2.8 Did you work in grades K-12 in any of the following roles: teacher, counselor, aide, or principal?
  • 2.9 Did you buy or refinance a personal residence in 2025, including a second home? If so, include the purchaser (or borrower) settlement statement.
  • 2.10 Did you sell any real estate in 2025, including a principal residence? If so, include the seller settlement statement and any additional selling costs not included on the settlement statement. Also, provide the original purchase date, cost, and a list of any capital improvements made during ownership if we would not have this from prior years.

  • If you have comments regarding any of the items below, please leave them in the comments section at the bottom of this page.

  • 3.2 Did you incur a casualty (flood, hurricane, tornado, fire, earthquake), disaster, or theft loss in 2025 in a FEDERALLY DECLARED DISASTER AREA?  If so, we will follow up with you for the details.
  • 3.3 Did you make any major improvements to your main home or your vacation/2nd home (does not include rental properties you own) during 2025?  These may include, but are not limited to, insulation, windows, doors, water heaters, furnaces, etc.? Please note that the only improvements that are eligible for the tax credit for a vacation/2nd home is the following:  Geothermal Heat Pumps, Solar Panels, Solar Water Heaters, and Small Wind Turbines.
  • 3.4 How would you like to receive your refund, if applicable?

  • 3.4.1    If direct deposit, provide the following (EVEN IF WE ALREADY HAVE IT):

  • Is the bank account a checking or savings account?
  • Is the bank account a personal or business account?
  • Is the bank account a joint or individual account?
  • 3.5 If you owe money, would you like to have it automatically withdrawn from your bank account?
  • 3.5.1 If so, provide the details above. We will automatically set your withdrawal date as of the due date of the return (generally April 15). If you prefer an earlier date, what is the preferred date?:
     - -
  • Did you make any estimated tax payments in 2025 (in addition to withholding from your wages)?

  • If yes, click on the arrow below to provide information regarding your estimated tax payments.

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Estimated Tax Payments 

    • IRS Payments

    • 1st Quarter Date Paid:
       - -
    • 2nd Quarter Date Paid:
       - -
    • 3rd Quarter Date Paid:
       - -
    • 4th Quarter Date Paid:
       - -

    • State Payments

    • State Payments 
    • How many different states did you pay estimated tax payments to for 2025?
    • State #1 
    • 1st Quarter Date Paid:
       - -
    • 2nd Quarter Date Paid:
       - -
    • 3rd Quarter Date Paid:
       - -
    • 4th Quarter Date Paid:
       - -
    • State #2 
    • 1st Quarter Date Paid:
       - -
    • 2nd Quarter Date Paid:
       - -
    • 3rd Quarter Date Paid:
       - -
    • 4th Quarter Date Paid:
       - -
    • State #3 
    • 1st Quarter Date Paid:
       - -
    • 2nd Quarter Date Paid:
       - -
    • 3rd Quarter Date Paid:
       - -
    • 4th Quarter Date Paid:
       - -
  • In 2025, did you have any dependents (including someone who is not your child but whom you supported)?

  • If yes, click on the arrow below to provide information regarding your dependents. In order to qualify for the child tax credit, other dependent credit, or earned income tax credit, you must complete this information each year. 

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Dependents 
    • Do you need to add or remove any dependents for 2025?
    • For any dependents between the ages of 19 and 24 in 2025, were they a full-time student (more than 1/2 time) for a part of at least 5 months during the year?
    • Did your dependent child(ren) live with you more than half of 2025? Temporary absences for school, vacation, or medical care count as time lived with you.
    • If yes, have you released the dependency claim for 2025 for any of your children to another person (such as the other parent, if you file separately from the other parent)?
    • If no, do you have an active Form 8332 Release/Revocation of Claim to Exemption for Child by Custodial Parent signed by the custodial parent (the parent the child lived with more than half of 2025)? Please provide this to us, as we will need to attach this to the tax return in order to get any tax benefit for this dependent.
    • Do you have dependents that must file a tax return? Generally, if any dependent received any income totaling $12,550 or more, had unearned income (interest, dividends, etc.) in excess of $1,100 in 2025, or $400 or more of self-employment income, they need to file a return. Note, if they are not required to file but had federal or state withholding it may still be beneficial for them to file. Let us know if you would like for us to analyze this.
    • If a dependent's return is necessary, do you want us to file the return?
  • Did you pay for any child care so you and your spouse if married could work, look for work, or attend school, for any child under the age of 13?

  • If yes, click on the arrow below to provide information regarding your child care. 

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Child Care 
    • How many different child care providers did you pay in 2025?
    • Child Care Provider #1 
    • Child Care Provider #2 
    • Child Care Provider #3 
  • Did anyone attend college during 2025?

  • If yes, include all Forms 1098-T and click on the arrow below to provide information regarding your education. 

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Education 
    • Did the student receive scholarships or grants?
    • Did the student or taxpayers receive any distributions from a qualified tuition program (529 plan, Coverdell, etc.)? If so, please provide Form 1099-Q.
    • Did you pay for any required course materials (books and supplies) in 2023 that were not reflected on the Form 1098-T?  If so, provide a summary of these.
  • Did you make any contributions to an education savings account in 2025?

  • If yes, click on the arrow below to provide information regarding your education savings account. If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Education Savings 
    • Did you make contributions to any 529 tuition savings plan? If so, provide the 2025 year-end statement for your 529 tuition savings plan account(s).  Keep in mind the only types of plans that qualify for the Colorado deduction are administered by CollegeInvest, which include: Direct Portfolio College Savings Plan, Scholars Choice College Savings Program, Smart Choice College Savings Plan, and Stable Value Plus College Savings Plan.
    • If you are not a NYS resident and you made contributions to a 529 tuition savings plan, please check yes and provide us with your year-end statement.
  • Did you have any realized earnings from investment accounts in 2025? This would include interest, dividends, and capital gains.
  • Did you have any distributions (withdrawals) from retirement accounts, including IRA’s, pensions, or receive social security in 2025?
  • Did you (or will you) make contributions to IRA accounts (NOT including employer retirement plans) for 2025?

  • If you answered yes to any of the questions above , click on the arrow below to provide information regarding your investment accounts. 

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Investments 
    • Did you have any interest or dividend income? If so, include all 1099-INT, 1099-DIV and 1099-Combined/Consolidated forms.
    • Did you sell any stocks, bonds or mutual funds (do not include any activity within a 401k, IRA's, or any other tax protected account)? If so, include all 1099-B and 1099 Combined/Consolidated forms.
    • Did you make any contributions to a Traditional or Roth IRA for 2025? If so, include Form 5498 or provide the contribution amount. Do NOT include amounts contributed in your work retirement account.
    • Do you want to make a Traditional and/or Roth IRA contribution prior to filing the 2025 tax return (can be made until 04/15/24 for 2025 tax year)?
    • What type of IRA contribution would you like to make?
    • Did you receive any retirement plan (401k, IRA, etc.) or annuity distributions (withdrew money from your retirement account)? If so, include all 1099-R forms.
    • Did you receive any social security benefits? If so, include all 1099-SSA forms.
  • Did you make any contributions to or withdrawals from your Health Savings Account in 2025?

  • If yes, click on the arrow below to provide information regarding your Health Savings Account. If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Health Savings Account 
    • If you made HSA contributions, was the health insurance policy an individual or a family plan?
    • If you have not yet made the maximum HSA contribution for 2025, do you want to make an additional contribution prior to filing the 2025 tax return (can be made until 4/15/24 for 2025 tax year)?
    • Did you withdraw money from an HSA?  If so, include all 1099-SA forms.
    • If so, were all funds withdrawn used for qualified medical expenses?
  • Did you make any charitable contributions in 2025?

  • If yes, click on the arrow below to provide information regarding your charitable contributions. If you have comments on any items, please leave them in the comments section at the bottom of the page.

    • Charitable Contributions 
    • Did you make any cash charitable contributions (cash, check, or credit card in 2025)? If so, provide us with a summary of these contributions. Note, although you do not need to provide us with the receipts, you are required to have a receipt in your records for any cash contribution > $250.
    • Did you incur any mileage on your vehicle for charitable purposes in 2025?
    • Did you make any noncash charitable contributions (property, clothing, etc.) in 2023? If so, provide us with the total dollar amount.  Note, if the total of all your noncash charitable contributions was greater than $500, complete the Noncash Charitable Contribution section below.
    • Noncash Charitable Contributions 

    • If your cumulative noncash charitable contributions for 2024 were greater than $500, specific information regarding each donation is required to be reported on your tax return.

      Please provide the details below for your noncash charitable contributions ONLY if the total for 2024 was greater than $500.

    • How many noncash charitable contributions did you make?
    • Noncash Charitable Contribution #1 
    • Date of Contribution:
       - -
    • Noncash Charitable Contributions #2 
    • Date of Contribution:
       - -
    • Noncash Charitable Contributions #3 
    • Date of Contribution:
       - -

  • All taxpayers have the option each year to deduct either actual itemized deductions (mortgage interest, taxes, etc.) or the standard deduction. Due to recent tax law changes, many more taxpayers will benefit from the standard deduction rather than the itemized deductions. We still encourage you to submit all your documents and expenses for the itemized deductions so that we can determine the best deduction for you.

    For 2024, the basic standard deduction is $12,550 (single or married filing separately); $18,800 (head of household); and $25,100 (married filing jointly).

    If you would like to give us these documents and have us evaluate, answer yes to this question and please complete the Schedule A (Itemized Deductions) section below.

  • Do you want to use Schedule A (Itemized Deductions)?

  • If yes, click on the arrow below to provide information regarding your Schedule A (Itemized Deductions). If you have comments on any item, please leave them in the comment section at the bottom of the page.

    • Schedule A (Itemized Deductions) 
    • Did you incur any out of pocket medical costs (not reimbursed by insurance or HSA withdrawals)?
    • Did you incur any mileage on your vehicle for medical purposes during 2025 that you did not reimburse from your HSA account?
    • Did you make payments for health or long-term care insurance in 2025 that were not through an employer pre-tax group plan?
    • Did you incur mortgage interest on your principal residence or second home? If so, include all 1098 Mortgage Interest statements.
    • Did you pay for mortgage insurance in 2025?
    • At any time during 2025 was the combined total of all your mortgage balances (first and second home only, not rental or business property) greater than $750,000? Make sure to include first and second mortgages, as well as home equity loans.  If so, your mortgage interest deduction may be limited.  Please indicate on the 1098 or in the comments at the bottom of this page the 1/1/24 and 12/31/24 balance on all such mortgages.
    • Did you have any mortgage on any home with a balance that did not result from the purchase or improvement of the home that is securing that mortgage (in other words, you refinanced and took cash out to pay for education, vacation, purchase of a car, etc.)?
    • Is the fair market value of your home less than the combined total of all mortgage balances on that home?
    • Did you pay property taxes for any real estate?
    • Did you purchase a vehicle, boat or any other large item, other than real estate?
    • Did you include your auto registration paid in 2025? Please note the deductible portion is not equal to the total registration expense that you paid. Please provide us with the tax and fees receipt that was included with your registration.
  • Did you purchase rental property during 2025 that is not reported on a separate tax return (please do not include details that you already provided for a separate LLC or partnership tax return)?

  • If yes, click on the arrow below to provide information regarding your rental property purchase. If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Purchase of Rental Property 

    • Please provide copies of the purchase closing statement of any real property purchased in 2024. Also, provide copies of any refinancing settlement statements if you refinanced the property after purchase. 

      NOTE: There are certain items included in a rental property purchase that can be depreciated over a shorter period of time than the building. Although this step is OPTIONAL, by identifying the value at purchase of these items below we can maximize the current year tax deductions for your property.

      Please provide the value at purchase of the following items in the rental property purchased:

  • Did you own any rental property that is not reported on a separate tax return (please do not include details that you already provided for a separate LLC or partnership tax return)?

  • If yes, click on the arrow below to provide information regarding your rental properties.

    Do not complete this section if you have already provided these details to us in accounting software, on a separate spreadsheet, or other documentation.

    Please provide any 1099s and 1098s received and any settlement statements for purchases/refinances/sales that ocurred in 2024.

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Rental Property 
    • Did you make any payments in 2025 that would require you to file 1099 Form(s), (1099-NEC, MISC, 1099-INT, etc.)? If you are unsure of the 1099 requirements, please contact us, as IRS fines can be substantial.
    • If so, did you file all required 1099 Form(s) for 2025?
    • How many rental properties do you have?
    • Property #1 
    • Did you incur any mileage on your vehicle while operating your rental property? If yes, please complete the Business Vehicle tab.
    • Property #2 
    • Did you incur any mileage on your vehicle while operating your rental property? If yes, please complete the Business Vehicle tab.
    • Property #3 
    • Did you incur any mileage on your vehicle while operating your rental property? If yes, please complete the Business Vehicle tab.
    • Property #4 
    • Did you incur any mileage on your vehicle while operating your rental property? If yes, please complete the Business Vehicle tab.
  • Were you self employed, or did you own a business that does NOT file a separate income tax return? If your business files a separate income tax return (such as Form 1120S or 1065), answer No to this question. If your business files it's income tax details on a Schedule C on your personal return, answer Yes and fill out this section.

  • If yes, click on the arrow below to provide information regarding your rental properties.

    Do not complete this section if you have already provided these details to us in accounting software, on a separate spreadsheet, or other documentation.

    Please provide any 1099s and 1098s received and any settlement statements for purchases/refinances/sales that ocurred in 2024.

    If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Business 
    • Are you the only owner of your business?
    • Did the business purchase any fixed assets in 2024?
    • Does the business have a retirement plan (401(k), SEP, Simple IRA, etc.)?
    • If yes, has the owner made any current year contributions on behalf of him/herself?
    • If yes, will there be any additional contributions for 2024 before the tax return is filed?
    • If no, does the business owner want to make a contribution for 2024 or create a plan before the tax return is filed? Please note below if you need our help in determining the maximum allowed contribution.
    • Did the business receive any income that has not been recorded in the books or in the summary that you provided (example: tips, cash sales, etc.)?
    • Did the business owner use personal funds to pay for any business items in 2024 that are not recorded in your books?
    • During 2024, did the business owner have self-employed health insurance for the owner and/or owner’s family?  Self-employed health insurance includes premiums paid by your business or from personal funds.  It does not include any payments made through other employers’ plans or to health sharing ministries such as Medishare or Liberty.
    • If yes, at any time during 2024 was the business owner or his/her spouse eligible for group health insurance through another employer?

    • If yes, please provide copies of your 2024 quarterly Forms 941.

    • Did the business have any foreign income, foreign bank accounts, foreign trusts, or any other foreign financial activity or assets at any time during 2024?
    • Did the business make any payments to foreign individuals or foreign entities for services that foreign individual or foreign entity performed in the US during 2024?
    • Did the business have income earned in any state other than the business’s home state in 2024? If yes, please describe (identify states). Please note that physical presence (where the sale takes place or the work is performed) determines which state the income is earned in and whether a tax return for that state is required.
    • Did the business have employees or contract labor located in any state other than the business’s home state in 2024?  If yes, please describe (identify states).
    • Did the business make any payments in 2024 that would require it to file 1099 Form(s) (1099-NEC, 1099-MISC, 1099-INT, etc.)? If you are unsure of 1099 filing requirements, please contact us, as IRS fines can be substantial.
    • If yes, did the business file all required 1099 Form(s) for 2024?
    • Did you use a vehicle in the business? If so, please complete the Business Vehicle tab.
    • Did you use a qualified home office in this business? If so, please complete the Home Office tab.
  • Did you use a vehicle for business purposes in 2024? Answer no if you used your vehicle for your job with a W-2 employer/business that you do not own.  Also answer no if your business files a separate income tax return (such as Form 1120S or 1065).

  • If yes, click on the arrow below to provide information regarding your business vehicle. If you have comments on any item, please leave them in the comments section at the bottom of the page.

  • Did you dispose of any vehicles during 2024 that you used for any business purposes, rental property, job, etc. that you deducted on your taxes in the past?
    • Business Vehicle Information:  

    • The IRS is enforcing more stringently their requirements for detailed mileage records that support business use of vehicles. It is the responsibility of the business owner to have these records available upon the request of the IRS. While we do not require that you provide us with these detailed records, it is imperative that you have them. If you use unsubstantiated estimates, you run the risk of the deduction being disallowed. Please summarize your actual business vehicle use below:

    • How many vehicles did you use for business purposes?
    • Vehicle #1 
    • Do you have documentation for the mileage provided below?
    • If so, is it written?
    • Date in service (if first used for business purposes in 2024):
       - -
    • Vehicle #2 
    • Do you have documentation for the mileage provided below?
    • If so, is it written?
    • Date in service (if first used for business purposes in 2024):
       - -
    • Vehicle #3 
    • Do you have documentation for the mileage provided below?
    • If so, is it written?
    • Date in service (if first used for business purposes in 2024):
       - -
  • Do you have a home office? Answer no to the following question if your home office is for your job with a W-2 employer/business that you do not own. Also answer no if your business files a separate income tax return (such as Form 1120S or 1065).

  • If yes, click on the arrow below to provide information regarding your home office. If you have comments on any item, please leave them in the comments section at the bottom of the page.

    • Home Office 

    • If the taxpayer or spouse has a qualified home office, please complete the following (include the total amount of each expense; we will calculate the home office portion). If you do not know what qualifies, please ask us.

    • Is this a new home office in 2024?
    • Date home office first used:
       - -

    • If you would prefer to use the IRS standard home office deduction of $5/square foot (maximum of $1,500), please indicate below and do NOT complete the Home Office Details.

    • I want to use the standard home office deduction
    • Home Office Details:  

  • When you are confident that you have completed this form in its entirety, click the submit button.

    A copy of this 2024 individual questionnaire should be emailed to you from Jotform. If you do not receive a copy, please let us know and we can email a copy to you. Be sure to check your spam or junk folders.
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