• 1040 Client Questionnaire

  • Do you want any refund deposited directly to your bank account?*
  • Do you want to apply refund to next year's tax return?*
  • Do you want any tax owing to be paid electronically from your bank account?*
  • Did you make any estimated tax payments?*
  • Did you receive a distribution from a retirement or pension plan? (Form 1099R)*
  • Did you contribute to a traditional IRA or ROTH IRA or convert any retirement plan to a ROTH IRA?*
  • Did you or your spouse receive a distribution from an HSA plan? (Form 1099-SA)*
  • Did you, your spouse, or a dependent(s) incur any tuition expenses to attend a college, university, or vocational school? (Form 1098-T)*
  • Did you sell a business or any investment other than those held in a brokerage or retirement account?*
  • Did you purchase, sell, and/or refinance your primary or second home and/or did you take out a home equity loan?*
  • Did you sell, send, exchange or acquire any virtual currency?*
  • Did you pay for any childcare while you (and spouse, if any) worked?*
  • Did you purchase health insurance through a state sponsored exchange? If so, please provide Form 1095-A from the exchange with your tax documents.*
  • Did you have any foreign financial account(s) (bank, brokerage, insurance, annuity) or any other foreign activities or associations?*
  • Were you notified by the Internal Revenue Service or a State taxing agency about a matter you have not yet discussed with Davies Tax Advisors?*
  • Did you receive or give any gifts over $19,000?*
  • Did you receive or were you made aware of an inheritance coming?*
  • Should be Empty: