2022 Tax Year Questionnaire

Client Tax Questionnaire

Virtual Interview for the 2022 tax year
Thank you for entrusting us to prepare your tax return(s). Completing this questionnaire is your best assurance that your return(s) is prepared accurately, and you have maximized your opportunities for tax credits and deductions.

It should take you approximately 20 minutes to fill out this questionnaire.

If you need to step away and complete this form later, there is a SAVE button at the bottom of every page. Just click the button and you will be prompted for some information. Note that it is not necessary to create an account as long as you keep this browser window open. Just click "Skip Create an Account" on the popup window. Feel free to click the Save button now to try it out!

As you answer questions on this form, you'll be provided with real-time responses that list the information necessary to prepare your tax return, such as tax forms and statements.

We suggest that you open up a blank document or get a notepad and pen to jot down the information you'll need to gather and upload to your portal.

Click the blue Next button below to go to the next page.

Your Filing Status, Name(s) & Occupation(s)
Taxpayer's First Name*
Legal First Name
Taxpayer's Last Name*
Legal Last Name
Taxpayer's Occupation
This IRS provides a space on the tax return to list your current occupation. Limit is 23 characters.
Taxpayer's Email*
example@example.com
What was your marital status on December 31, 2022?*
Your IRS filing status is determined by your marital status exactly on the date of December 31, 2022.
Did your marital status CHANGE during 2022?
Spouse's First Name
Legal First Name
Spouse's Last Name
Legal Last Name
Spouse's Occupation
The IRS provides a space on the tax return to list the spouse's current occupation. Limit is 23 characters.
Spouse's Email
example@example.com
Tip: the "Taxpayer" is the first person listed on the tax return, and the "Spouse" is the second person listed on the tax return. The ordering of names has no impact on the tax return. It is purely for reference purposes only.
- You can view the first page of your prior year Form 1040 to see who was listed as the taxpayer and who was listed as the spouse.
- Once a married filing jointly return is filed, the Taxpayer and Spouse should stay consistent on each subsequent tax return.
- If your prior return was a jointly filed return, and you inadvertently flip the names on this questionnaire, we will report the Taxpayer and Spouse as they appeared on your prior tax return.
- If this will be your first jointly filed return, we will report the taxpayer and spouse as you list it on this questionnaire.

Presidential Election Fund
In 1976 Congress directed the IRS to ask taxpayers if they want $3 of their taxes to be directed to the Presidential Election Campaign Fund (PECF). Your decision does not impact your tax liability and won't affect the outcome of your return. Please let us know your preference.
Taxpayer:
Name of Taxpayer
Do you want to make the election to have $3 of your taxes go the Presidential Election Fund?*
Your decision will not affect the outcome of your return
Spouse:
Name of Spouse
Does your spouse want $3 of their taxes to go to the Presidential Election Fund?
The spouse's decision can be different than the taxpayer's decision

IRS E-file Security PIN
Taxpayer:
Name of Taxpayer
Were you provided with an Identity Protection PIN from the IRS for your 2022 tax return?*
If you know the IRS PIN that you were issued, you can enter it here:
Must be 6 digits. You CANNOT reuse your PIN from the prior year! You must get a new PIN each year. The PIN must have been issued to you in 2023!
Attention clients who had an IRS PIN on last year's tax return:

If you were issued an IRS PIN for your prior tax return, the IRS will automatically re-enroll you in the IRS PIN program this year and each subsequent year. This means that you will need to retrieve a new PIN number.  You cannot reuse a prior year PIN. You must get a new PIN each year.

If you are uncertain that you had a PIN for your prior return, you can review your 2021 tax return to find out. On the second page of the Form titled 1040, there is PIN number box next to your occupation near the bottom of the page (this is where the tax accountant signed your return). If the box has six numbers, it means you were issued a PIN. If it's blank, you were not enrolled in the PIN program.

To retrieve a PIN, click the button below. This will open a new tab in your browser, so you won't lose your work on this questionnaire.

If you determine that you had a PIN, please change your answer above to Yes.
Important! The IRS PIN system can be confusing, so please note the following:
- IRS PINs are issued in the SAME year that the tax return is filed.
- An IRS PIN cannot be "recycled" or re-used; you must get a new PIN each year.
- If the PIN was issued to you anytime LAST year, that means it was for your return that was filed LAST year.
- For a 2022 tax return that is filed THIS year, the PIN must be isssued/retreive THIS year.
If you don't have the printout of your IRS PIN number, you can click on the button to retrieve your PIN. This will open a new tab in your browser, so you won't lose your work on this questionnaire.
If you do not have a PIN, you can click Next to continue to the next page.
Spouse:
Name of Spouse
Was the Spouse provided an Identity Protection PIN from the IRS for the 2022 tax year?
If you know the IRS PIN issued to the Spouse, you can enter it here:
Must be 6 digits. You CANNOT reuse your PIN from the prior year! You must get a new PIN each year.
If you don't have your PIN handy, that's okay. Please provide us a copy of the IRS letter mailed to you, or a PDF printout of the online website page from the IRS that shows your name and PIN. Note: if the taxpayer was also provided a PIN, it is unique for each spouse. Please ensure you provide us the PIN or documents for the taxpayer and spouse.

Did You Make an Extension Payment?
For clients seeking to have their return(s) filed by the April "Tax Day" filing date, the due date to provide us with tax information is March 10, 2023. If you are filling out this form after March 10th, and have not yet provided us with your tax records, we will file an automatic extension of time to file your return(s).

While an extension of time provides more time to file a tax return, it does not extend the time to make a payment by "Tax Day."

Some clients optionally choose to make a payment to the IRS if they anticipate being substantially underpaid during the year (i.e., a balance due on their tax return). However, it is not mandatory to make an extension payment. Many clients choose not to make an extension payment and instead wait for us prepare their return.

If you choose not to make an extension payment and your tax return shows a balance is due, we will compute any late payment charge and interest due. The IRS charges a nominal rate (this is similar to how a bank may charge a fee for carying a balance on a credit card--albeit the IRS charges a much, much lower, nominal rate!). For this reason, many clients are comfortable not making an extension payment and instead wait to find out the outcome of their return. The choice is yours.

For clients on extension who provided their information after March 10th, we do not have capacity in our schedule to estimate if any tax is owed. For help determining if you might want to make a payment, please copy and paste the following link to a new browswer window: www.cwa.tax/filing-extensions

If you chooose to make an extension tax payment, any amount you overpaid wil be fully refunded to you when we file your return.
Did you make an EXTENSION Tax Payment to the IRS on or before April 18, 2023 for your 2022 taxes?
Caution: Do not confuse an Extension Tax Payment with a quarterly estimated tax payment. Extension payments are typically made in March or April of this year. If you made a payment prior, it was likely a quarterly estimated tax payment. We will ask you about quarterly tax payments on another page of this questionnaire.
Please note: Extension payments are easily confused with quarterly estimated tax payments--especially the 4th quarter payment. They are different!

An extension payment is not an "Estimated Form 1040-ES tax payment" that is made quarterly. Instead, an extension payment is a payment made based on an assumption or guess made by a taxpayer that they did not pay in enough taxes last year, and is electing to make a payment for an amount of their choosing to cover an anticipated balance due.

If you did not make an extension payment, please change your answer above to No.

If you made quarterly estimated tax payment(s), a subsequent section of this form will be provided for you to let us know the date(s) and amount(s) of payments you made.
Amount of Payment
Extension Payment Only. Do not enter an Estimated Quarterly Tax Payment here. Enter amounts in whole dollars and cents; e.g., 125.00
Date of Payment
Extension payments for the 2022 tax year are made this year. If you made a payment last year, it was not an extension payment.

If You Are Due a Refund
If you have an overpayment (i.e., refund due) on your tax return(s), how do you want it handled?*

Refunded to my bank via electronic direct deposit (recommended method)Refund check delivered via United States Postal Service mailUse part or all of the refund to buy U.S. Savings BondsApply a portion of the overpayment to my 2023 taxes (we will contact you)Undecided at this timeI/we do not anticipate getting a refund this year
Sometimes clients not anticipating a refund are actually due a refund. To expedite the delivery of your tax return in case you are due a refund, you may optionally provide your direct-deposit banking information in the spaces below.

If you selected to have your refund used to purchase U.S. Savings Bonds, we will consult with you before we finish preparing your return.
Name of Bank / Financial Institution
Example: "Bank of America"
Account Type
Bank Routing Number
Must be exactly 9 digits
Account Number
Please double-check for accuracy

Children, Dependents and Day Care Providers
Did you provide for the care of children and/or other dependent(s) in your household that you want to claim on your 2022 tax return?*
The IRS requires that professional tax preparers confirm their clients understand and acknowledge certain requirements in order to claim the following credits: Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), and Credit for Other Dependents (ODC). To claim these credit(s) on your return, the IRS requires that the taxpayer and/or spouse be able to furnish document(s) that provide proof of eligibility. Documentation varies based on the credit(s) being claimed, but generally include the following: citizenship, residency, receipts for expenses paid to support your dependent(s), childcare provider records, school and education records, health care statements, bank statements, medical records, and places of worship statement.
If requested by the IRS, could you provide any of the documents listed above to substantiate your eligibility for the applicable credit(s) for the dependent(s) you claim?
Are all of the dependents that you want to claim on your return a citizen, national, or resident of the United States?
Are any of the dependents that you want to claim on your return the child of a divorced or separated parent?
Information for your awareness: the IRS has certain rules to claim a child of divorced or separated parents, and that Form 8332 may be necessary in certain circumstances. Please review the following IRS website pages that outline these rules: https://www.irs.gov/credits-deductions/individuals/child-tax-credit and https://www.irs.gov/credits-deductions/individuals/aotc
Changes to Dependents
If you claimed dependent(s) on your prior year return(s), we will automatically claim them again on your return this year unless you notify us of changes. Please answer the questions below to inform us of any changes.
Do you have a child or other dependent that you claimed on your prior year tax return who should NOT be claimed on your 2022 tax return?
If YES, please fill in field that will appear below
Please provide the name of the dependent that should not be claimed on your return this year:
Name of dependent to remove
Do you have a child or other dependent you want to claim for 2022 who was NOT reported on your prior tax return?
If YES, please fill in fields that will appear below
New Dependent's First Name
New dependent only
New Dependent's Last Name
New Dependent only
S S N of New Dependent (no dashes)
New dependent only
Relationship of New Dependent to you
Daughter, Son, Parent, etc.
New Dependent's D O B

MonthDayYear
Make sure you select the correct year. The date must be prior to 2023.
Did you and/or your spouse enroll in a Dependent Care Benefits program through your employer?
Employer Dependent Care Benefit (DCB) programs let you set aside up to $5,000 in pretax money from your paycheck to pay for qualifying child care.
Did you pay for professional care for your dependent(s), such as day care or child care?
Records are required for the dependent care tax credit. Please remember to provide us receipt(s) that show the following information for all day care providers:
- care provider's full name
- provider's full address
- provider's taxpayer identification number (EIN number)
- total amount paid in 2022
- name(s) of the dependent who received care.
If more than one dependent received care and/or you had more than one provider, please ensure that the receipt(s) show which dependent received the care. If not listed, please make a note on the receipt(s).

Nannies, Au Pairs and In-Home Domestic Services Providers
During 2022, did you pay in excess of $1,000 in any three-month period, or $2,400 during the year, for domestic services performed in/around your home to person(s) who could be considered household employees, such as a nanny, housekeeper, au pair, domestic servant, or in-home senior caregiver?*
Documentation is required to report this information. If you use a household employee tax and payroll company (such as CARE.com), please provide us the Schedule H and estimated tax statements that were furnished to you.

If you do not use a household tax and payroll provider, please provide us the following documents for all in-home care workers:
- Form(s) W-2 that you issued to the care provider(s)
- Estimated tax payment(s) amount(s) and date(s) paid, if any

Income from Employers
Were you and/or your spouse employed by one or more employers during 2022?*
In the space(s) below, please list the name(s) of all the employer(s) for you and/or your spouse during 2022. We will use this to confirm that we report all Form(s) W-2 issued to you.
Name of Employer
Name of employer that issued you or your spouse a Form W-2
Name of Employer
Name of employer that issued you or your spouse a Form W-2. Leave blank if none.
Name of Employer
Name of employer that issued you or your spouse a Form W-2. Leave blank if none.
Name of Employer
Name of employer that issued you or your spouse a Form W-2. Leave blank if none.
Name of Employer
Name of employer that issued you or your spouse a Form W-2. Leave blank if none.
Name of Employer
Name of employer that issued you or your spouse a Form W-2. Leave blank if none.

Equity Income from Employers
Did you and/or your spouse qualify for stock equity benefits from your employer(s), such as RSUs, ESPPs, ISOs, or NSOs?
Which of the following stock benefit equity transactions did you have during 2022? (check all that apply)

Received cash through payroll based on vested RSUs (Restricted Stock Units)Sold RSUs (Restricted Stock Units)Sold stock acquired through an ESPP (Employee Stock Purchase Plan)Received grants of ISOs (Incentive Stock Options)Exercised/sold stock received through an ISO (Incentive Stock Option)Received grants of NSOs (Nonqualified Stock Options)Exercised/sold stock received through an NSO (Nonqualified Stock Option)Unsure
Important! It is very common for your employee brokerage or administrator to provide more than one Form 1099. Oftentimes a supplementary tax statement is generated, which provides adjusted basis information that is not shown on the Form 1099. Not providing us with this statement may result in your return incorrectly showing that you owe more tax than you should. Please log onto your online account(s) to check for any supplementary tax statements and upload them to your portal.

Consulting, Contracting & Self-Employment Income
Did you and/or your spouse earn income from a small business you owned, and/or earn income from consulting, contracting or services you provided during 2022?*
This question does not pertain to corporate or partnership returns that you and/or your spouse control
We need to report your total income and any qualifying deductible expenses. Please keep in mind that tax preparation service does not include bookkeeping. We gladly accept the following formats to report your income and deductible expenses:
- Fillable PDF Self-Employment Worksheet (recommended - click icon below)
- Excel worksheet with expenses totaled and categorized by expense type*
- QuickBooks file (please remember to provide us the ID and password)
Unless requested by us, do not upload copies of receipts and invoices. Please retain all copies of invoices and receipts for your own records.

* To maximize your tax deductions, we strongly encourage you to be familiar with the types of qualifying business expenses that can be reported on your tax return. A full list is available on our self-employment income and expenses worksheet. Click on the worksheet image below to download a copy of the filllable PDF worksheet (clicking the image opens a new window--you won't lose your work on this questionnaire).

Quarterly Estimated Tax Payments
Did you make any QUARTERLY estimated tax payments to the IRS for the 2022 tax year?*
Caution:
- A payment for the amount due for your prior tax return (traditionally due by April 15th "Tax Day") is NOT an estimated tax payment.
- A payment made with an extension of time to file a tax return is NOT an estimated tax payment.
- A overpayment from the prior tax return applied to the next tax year (instead of getting a refund) is NOT an estimated tax payment.
- Any amount that was automatically credited to your return by the IRS is NOT an estimated tax payment.
Reporting incorrect amounts and confusing any of the above items as estimated tax payments will automatically generate a letter from the IRS, and you may be subject to interest and penalties!

If you are uncertain of the exact amounts and/or dates you made the payments, we strongly recommendt that you retrieve a copy of your IRS Account Transcript, which will show the dates and payments received by the IRS (link below). For married clients, you will need to logon using the credentials for the taxpayer (the taxpayer is first spouse listed on the return).
Date of Payment #1

MonthDayYear
Was due April 18, 2022.
$ Amount of Payment #1
Date of Payment #2

MonthDayYear
Was due June 15, 2022
$ Amount of Payment #2
Date of Payment #3

MonthDayYear
Was due September 15, 2022
$ Amount of Payment #3
Date of Payment #4

MonthDayYear
Was due January 17, 2023
$ Amount of Payment #4
Additional payment(s) to the IRS:
Date of Extra Payment

MonthDayYear
Extra payment #1
$ Amount of Extra Payment
Date of Extra Payment

MonthDayYear
Extra payment #2
$ Amount of Extra Payment
Did you make quarterly estimated tax payments to any State department of taxation for the 2022 tax year?
This question does NOT apply to excise business tax payments, city or regional tax.
State you made estimated tax payment(s)
This section is for income tax states only. Do not report excise taxes in this space.
Date of Payment #1

MonthDayYear
$ Amount of Payment #1
Date of Payment #2

MonthDayYear
$ Amount of Payment #2
Date of Payment #3

MonthDayYear
$ Amount of Payment #3
Date of Payment #4

MonthDayYear
$ Amount of Payment #4
If you made additional payment(s) to the State department of taxation you entered above, please provide the date(s) and amount(s) in the spaces below
Date of Extra Payment

MonthDayYear
Extra payment #1
$ Amount of Extra Payment
Date of Extra Payment

MonthDayYear
Extra payment #2
$ Amount of Extra Payment
If you made payments to more than one State, use the space below list the State, Payment amount(s) and date(s):

2023 Estimated Tax Payment(s)
This page pertains to the 2023 Tax Year. If we determine that estimated tax payments are required for the 2023 tax year, we will need to know if you have already made any estimated tax payment(s) this year.

Payment 1 due April 18, 2023
Payment 2 due June 15, 2023
Payment 3 due September 15, 2023
Payment 4 due January 17, 2024
Have you made any ESTIMATED Tax Payment to the IRS for the 2023 tax year?
Caution: This pertains to the 2023 tax year. Do NOT confuse this with payments that you made for the 2022 tax year.
Please enter the date(s) and amount(s) of all payments that you have made to the IRS for the 2023 tax year:
Due NOT list estimated tax payments that were for the 2022 tax year. Please click the back button below to enter estimated tax payments for the 2022 tax year.

Health Savings Accounts & Affordable Care Act Health Insurance
Did you and/or your spouse CONTRIBUTE to a Health Savings Account (HSA) plan?*
Note: An FSA (Flexible Savings Account) is not the same as an HSA (Health Savings Plan). If you only had an FSA plan, answer No to this question.
For the tax year, what type of HSA plan did you and/or your spouse have? (If you are married, check all that apply)

Taxpayer: Self Only PlanSpouse: Self Only PlanTaxpayer: Family PlanSpouse: Family PlanTaxpayer: No CoverageSpouse: No Coverage
How did you contribute to your HSA plan(s)?

Payroll withholding into a plan offered through employer(s)Self-funded an HSA plan that I/we set up on our own
Enter the total amount you already funded, or plan to fund, to your HSA plan.
Do NOT enter amounts you funded through an employer. Leave blank if you don't currently know the amount.
Tax Tip - It's very easy to accidentally over-fund an HSA plan. The 2022 tax year contribution limits are $3,650 for a self-only plan, and $7,300 if you had family coverage. If you are married, the combined maximum contribution was $7,300. Filers 55 years and older can contribute an additional $1,000.

You can easily find out if you over-funded by looking at the amount shown in Box 12, Code W on your W-2 Form(s). If you held more than one job, or are married, add up all the Code W amounts in Box 12 on all the Forms W-2. If the total amount exceeds the limits listed above, you need to act quickly. Notify the HSA administrator for your account(s) and request an "Excess Contribution Distribution." If your HSA plan has an investment component, you will also need to request that any earnings on the excess contributions are also taken out.
Did you and/or your spouse take any DISTRIBUTIONS from a Health Savings Account (HSA) or a Medical Savings Account (MSA), or use an HSA or MSA linked card to pay for medical related expenses?*
This question does NOT pertain to an FSA (Flexible Savings Account). An FSA plan is not an HSA or MSA plan.
Were all funds withdrawn from the Health Savings Account (HSA) or Medical Savings Account (MSA) used for qualified medical expenses?
The administrator of your health savings plan will issue you a Form 1099-SA tax statement. Please ensure that you provide us a copy of this document.
Did you and/or your spouse sign up and pay out of pocket for health care insurance through a STATE or FEDERAL GOVERNMENT marketplace or exchange site?*
If you received your health insurance through an employer as a benefit, Medicare, or a private insurance plan, answer NO to this question.
The state or health insurance administrator will issue you a Form 1095-A, Form 1095-B or 1095-C tax statement. Please ensure that you provide us a copy of this document.

Education Deductions & Credits
Did you, your spouse, or dependent(s) have any payments for higher education or take distributions from an education fund last year?*
Did you withdraw funds from a Coverdell Education Savings Account (ESA) or Qualified Education Program (Section 529 plan) for either yourself, spouse or dependent?
You indicated that you took distributions from an ESA or 529 plan. Were all the funds used for qualified educational expenses?
Did you and/or your spouse pay any student loan interest for yourself or a dependent that you will claim on your tax return?
Did you withdraw any amounts from an IRA (Individual Retirement Account) to pay for higher education expenses incurred by you, your spouse, your children or grandchildren?

Investment Income & Foreign Holdings
Did you and/or your spouse earn bank interest, receive dividends, royalties, or sell stock or other securities during 2022?*
What type of investment income did you receive? (Check all that apply):

Bank InterestDividend incomeSale of stock or other securitiesRoyalties - oil, gas and mineralsRoyalties - copyrights, patents and intellectual propertyOther
Tax Tip: Banks are not required to mail you a Form 1099-INT if the interest paid was less than $10. For this reason, many taxpayers mistakenly believe they do not need to report the interest. The IRS requires that taxpayers report all interest income--regardless of the amount. To avoid underreporting income on your return(s), we recommend that you log in online to your bank account(s), search for Tax Statements, and download a copy of all the Form(s) 1099-INT that were created.
Did you and/or your spouse have an interest in a Partnership entity (IRS Form 1065)? *
Tip: A Schedule K-1 Tax Statement is issued to partner members
Partnership Information: After the Partnership tax return is prepared, a Schedule K-1 tax form will be prepared for the partners. Please provide us a copy of the the Schedule K-1 tax form for each entity for which you are a partner.

Note: Due to the tax complexity of Partnerships, it's common for the Partnership tax return to be prepared either late in the tax season, or after the tax season is over. If you are not able to get all your Schedule K-1 tax forms by our March 10th deadline, we will file an extension of time for your return(s).

At any time during 2022, did you and/or your spouse have any funds in excess of $10,000 held in a foreign bank account or other foreign financial institution?
This question does NOT pertain to foreign dividends or taxes administered through a US-based broker, such as Charles Schwab, Fidelity, Merrill Lynch, Morgan Stanley, E-Trade, etc. Such companies are based in the USA.
The United States Bank Secrecy Act (BSA) requires that persons with funds in a foreign based account in excess of certain amounts file an FBAR (Foreign Bank & Financial Accounts) Form 114 return. This is an information only return that is required to be filed separately with the U.S. Treasury's FinCEN bureau. We are pleased to provide this service and it is included as part of your engagement with us.

To file your FBAR return, the following information is requried for each foreign based account:
- Account holder name (taxpayer or spouse)
- Your foreign banks’ names and addresses
- The type of account – bank, securities, or other
- Your foreign bank account number for each account
- The highest balance for each foreign financial account during the year. Please indicate if the amount is in foreign currency or US currency. If you only know the foreign amount(s), we can convert it for you.
To make this easy for you, we have an online form to easily submit the above information. We will send you a link.

Virtual Securites - Digital Currency / Cryptocurrency
Did you and/or your spouse own cryptocurrency (digital assets) during the tax year?*
Bitcoin and Ethereum are examples of a cryptocurrency
IMPORTANT TAX ADVISORY - PLEASE READ

Investing in and using cryptocurrency is rapidly becoming commonplace. However, many holders of cryptocurrency ("crypto") are caught off guard to learn there are tax implications and IRS filing requirements for many transactions. Selling crypto, exchanging crypto, and paying for goods and services with crypto are subject to IRS tax and must be reported on a tax return.

Cryptocurrency is still in its infancy, which is a bit problematic when it comes to tax reporting. Unlike conventional securities where brokerages (Fidelity, Charles Schwab, Merrill Lynch, E-Trade, etc.) issue clients annual tax forms, many investors are surprised to discover that most cryptocurrency exchanges do NOT issue tax forms. Instead, they only provide raw reports that list transactional activity. If you have more than just a couple of trades, it can take you hours (even days) to try to track the original basis and manually create a substitute tax form. For this reason, we strongly advise all our clients to also sign up for a separate online cryptocurrency taxable gain & loss service provider. Many are free to sign up.

CoinTracker (not be be confused with Coinbase), CryptoTrader, TokenTax, etc. are examples of cryptocurrency taxable gain & loss service providers. There are many others. Most offer free accounts, and seamlessly sync to your exchange platform (Coinbase, for example) to automatically generate the Form Schedule D and Form 8949 tax statements that are required to prepare a tax return. Also, most crypto tax tracking services can perform a "lookback" of prior transactions, meaning you don't have to track down details for prior transactions from years ago. You simply grant the cryptocurrency taxable gain & loss service provider access to your currency exchange provider, and the wizard creates the substitute IRS tax forms. Some even have a link to send the reports to your tax preparer (that's us). For example, you can authorize CoinTracker to sync with your Coinbase account, and CoinTracker will create a fully prepared tax form for you in just minutes--just like the statements that your traditional brokerage provides you in January and February.

We strongly encourage you to sign up now for an account with a cryptocurrency taxable gain and loss service provider. Again, many are free to sign up so that you can get started.
During 2022, did you and/or your spouse make any transactions that included the sale or exchange of cryptocurrencies, or use cryptocurrency to pay for goods or services?*
You are being asked this question because you responded that you have cryptocurrency
The IRS requires certain types of transactions to be reported. Please read the following types of transactions carefully to confirm your response above:
- A sale of virtual currency
- Any other disposition of a financial interest in virtual currency
- The receipt of virtual currency as payment for goods or services provided
- The receipt or transfer of virtual currency for free that does not qualify as a gift
- The receipt of new virtual currency as a result of mining and staking activities
- The receipt of virtual currency as a result of a hard fork
- An exchange of virtual currency for property, goods or services
- An exchange/trade of virtual currency for another virtual currency
If you did not have any of the above transactions during the tax year, change your answer above to No.
Do you use a cryptocurrency tax tracking software?
CoinTracker, Koinly, CryptoTrader.tax are examples of tax tracking software programs
Please retrieve your "IRS Form 8949" and "IRS Schedule D" tax statements from the cryptocurrency tax service you use and upload those to your portal.
We cannot report your cryptocurrency without a proper tax statement. Please read below:

If you do not use a cryptocurrency tax gains & loss service, you must provide us a substitute Form 8949 that you create from scratch. It must show the same information that a broker will provide to you on a Form 1099-B, all on the same line, as follows:
- Name of the currency; e.g., Bitcoin
- Purchase Price
- Purchase Date
- Sales Price
- Sales Date
Most cryptocurrency exchanges only provide a raw data export. We cannot reconcile a raw export that has not been formatted with the purchase price and selling cost tied to the original basis. This entails complex bookkeeping and basis tracking, which is outside the service of tax preparation.

For this reason, we recommend using a taxable gain & loss service, such as CoinTracker, which will prepare the tax statements for you.

If you plan to use a taxable gain and loss service, please change your answer to Yes.

Rental & Commercial Investment Property
Did you and/or your spouse own investment property, or have rental property for tenant(s) or short-term guests during 2022?*
What type of investment property did you own during 2022? (check all that apply):

Traditional residential dwelling(s) with month-to-month tenant(s)Long-term month-to-month rental of one or more rooms or shared space(s) in my personal residenceShort-term vacation rental of one or more ROOMS in our residence (Airbnb)Short-term vacation rental of ENTIRE HOUSE / PROPERTY (Airbnb, Vrbo, etc.)Commercial land and/or structure(s), building(s), etc.Farm landOther
Did you and/or your spouse live in your rental(s) at any time during 2022?
Did you PURCHASE rental property in 2022?
What is the address of the new rental property you purchased in 2022?
Did you SELL rental property in 2022?
What is the address of the rental property you sold in 2022?
Did you perform a Section 1031 Exchange transaction in 2022?
Reporting a Section 1031 Exchange on a tax return is very complex and an extension of time may be necessary for your tax return. If you did not already consult with us when you started planning a 1031 for your rental, please email your tax accountant today.
To maximize your tax deductions, we encourage you to be familiar with the types of qualifying business expenses that can be reported on your tax return. A full list is available on our rental property income and expenses worksheet. Click on the worksheet image below to download a copy of the worksheeet (opens a new window).
We can accept rental income and expenses reported in the following document file formats:
- Rental Worksheet (recommended - see link above)
- Quickbooks file
- Microsoft Excel
- Microsoft Word
Unless requested by your tax accountant, do not send us copies of your rental receipts and invoices. We will prepare your return using the data you provide us on one of the four file types listed above. Please retain all copies of invoices and receipts for your own records.

Note: If you provide us with your expenses in Quickbooks, Excel or Word, ensure that you itemize your expenses using the categories shown on the Rental worksheet. If you do not use the categories and inadvertently omit certain expenses, we will assume you did not have that expense type. For this reason, we recommend clients use the Rental Worksheet because it lists every IRS category, and blank line entries confirm no expenses.

Real Estate, Mortgage Interest and Property Tax Deductions
Did you own your home or own land during 2022?*
This question does NOT pertain to rental or investment property.
The questions on this page pertain to home(s) that you used as a personal residence during the year. This section does NOT apply to rental properties.
What type(s) of PERSONAL USE property did you own during 2022? (Check all that apply):

Primary home I/we used as a residence (house, condo, townhouse)Secondary home(s) I/we personally used as a residence only (house, condo, townhouse)Land
You indicated that you also owned a second home used as a residence by you. Please confirm that the secondary home was NOT used as a rental property. If it was used as a rental at any time during 2022, please uncheck the box above (a preceding page of this questionnaire has already collected information about rental(s)).
Did you have a mortgage on your primary and/or secondary home you personally lived in during 2022?
This question does NOT pertain to rentals
Please provide us with all copies of Form(s) 1098 issued to you.
Did you split your mortgage payments with another individual who is not your spouse?
Please provide us the percentage you paid for the mortgage, and property taxes, if applicable. Also, if you split this with an individual who is also a client of our firm, please provide their name.
Did you refinance one or more mortgage(s) during 2022?
This question does NOT pertain to rentals
When you refinanced your loan(s), did you pay any "points" to lower your interest rate?
A mortgage point is a fee you pay to lower your interest rate on your home refinance
Refinance with points paid. If you paid points on your refinance, please provide us a copy of the Settlement Statement. This is also commonly referred to as a HUD statement.
Did you pay real estate property taxes DIRECTLY to a county or municipality?
Answer NO if your property taxes are paid through your mortgage or escrow company
Tax Paid to County Directly:

Please provide us with one of the following:
- Assessment invoice showing the total property tax amount you paid in 2022
- Receipt(s) of your payment(s)
- A note that you upload to your portal showing the total $ amount of payment(s) you made directly for property taxes.
If you cannot locate receipts, log onto the county's assessor site and take a print-screen of the payment(s) made or the amount of the assessed tax.
Did you BUY a primary home, a second home, or land for PERSONAL use during 2022?
This question does NOT pertain to rental properties
Home Purchase: Please provide us a copy of the Settlement Statement. This is also commonly referred to as a HUD statement.
Did you SELL your primary home, your second home, or land you owned during 2022?
This question does NOT pertain to rental properties
Sale of your home or land: Please provide us a copy of the Settlement Statement. This is also commonly referred to as a HUD statement.
Did you install renewable energy equipment in your PRIMARY RESIDENCE, such as a solar water heater, solar electricity panels, house battery, or fuel cells?
This question does not pertain to rentals.
Renewable Energy Credit: To claim this credit, please provide us with a copy of the receipt(s) showing the renewable energy product(s) installed and purchase price paid.
Did you purchase a new or used car, truck or recreational vehicle during 2022?
New Car, Truck and RV: The retail sales tax you paid on a new or used passenger vehicle may be deductible. Additionally, certain electric and plug-in electric vehicles may qualify for a tax credit. Please provide us with a dated copy of the purchase invoice that shows the vehicle's make, model, year, price paid, and sales tax paid.

Charitable Contributions
Did you make any any donations to one or more qualified charitable organizations and have receipt(s) or documentation listing the total amount of the qualifying contribution(s)?*
Please check the type(s) of donations you made:

CashNon-Cash (Household Goods, Clothing & Furnishings; e.g., Goodwill)Stocks, Bonds and/or Publicly Traded SecuritiesQCD (Qualified Charitable Distribution) from IRA (Individual Retirement Plan)
For gifts of stocks, bonds, securities, and/or QCD distribtions from your IRA, please provide us with all applicable documentation that was furnished to you for the donation(s).
Total $ Amount of CASH Donation(s) made in 2022
If you don't readily know the total dollar amount of cash donations, you may leave this blank and provide the amount to us later. We do NOT require receipts.
Non-Cash Donations of Household Goods, Clothing & Furnishings: If the total Fair Market Value (FMV) is less than $500, you may provide the total $ FMV in the space below. We do not require you to send us receipt(s) if the total amount is less than $500.
Maximum in this field is $499. We do not require you to send receipt(s) if the value is less than $500. Do not include amounts of stocks and QCD in this space. This only applies to donations of tangible household goods to charities (e.g., Goodwill)
Is the Fair Market Value (FMV) of the household goods, clothing and furnishings you donated greater than $499?*
This question does not pertain to stocks, bonds, securities or QCD IRA distributions
The IRS now requires additional documentation for Non-Cash Donations

To prevent tax fraud, the IRS is requiring additional substantiation documentation on Form 8283 for non-cash donations with a claimed fair market value that is greater than $499. For each separate non-cash donation made, the IRS requires receipts(s) that show the following for each item and/or donation exceeding $499:
- Name and address of organization that received the donation
- Date of orginal purchase
- Original purchase price
- Date of donation
- Description of item
- Condition of item at the time of donation
- Fair Market Value (FMV) price
- Receipt with the following statement: "No goods or services were received in return for this gift."
Pleaes provide us all receipts with the above information written on the donation sheet.

If you are unable to retrieve documents with the information above, you may elect to claim less than $500. Please change your answer above to NO, and enter an amount less than $500 in the box above that you wish to claim.

Use caution when assigning a FMV (value) to the item(s). As a guide, the value is generally the cost that a thrift shop will resell the item--which is usually quite low. It is common for an original owner who purchased a donated item to unintentionally over-value the current FMV. Most used household items resell for pennies on the orignial dollar amount paid. High valuations appearing on Form 8283 may trigger an IRS correspondence audit that will require the taxpayer to furnish the original receipt(s). For these reasons, we must have all the information listed above to claim $500 or more in non-cash donations.

If you donated items that were greater than $5,000 in FMV, a professional appraisal is also required to be submitted to the IRS.

Miscellaneous Items
During 2022, did you and/or your spouse GIVE a gift of money to any one person with a total (aggregate) value in EXCESS of $16,000?*
Gift of cash that you RECEIVED is not taxable
Did you inherit tangible property during 2022, including land, a house, cash, stocks, retirement account, etc?*
Please use the space below to let us know what you inherited. We will consult with you to provide guidance to establish a step-up in basis, which is advantageous should you sell the asset(s).
Is your household residence within an area that is a federally declared disaster area for the 2022 tax year?*
In the space below, please briefly describe the disaster that impacted you.
Please include the date, and origin of the damage; e.g., flood, hurricane, etc.
Were you and/or your spouse notified by the IRS or a state taxing authority that there is a CHANGE to the outcome of your original prior year tax return(s)?*
Please upload a copy of the letter(s) to your portal that were mailed to you. We will need to make a carryover adjustment to your 2022 tax return(s).

Client Questions & Additional Information
Do you have any questions, concerns or additional information that you'd like us to know about when we prepare your 2022 tax return(s)?*
This pertains to the 2021 tax year.
Please use the space below to submit your questions or additional information regarding your 2022 tax return(s).
Through April 15th, the availability of our services is limited to the preparation of 2021 tax returns. We ask that you contact us after the busy tax season if you are seeking assistance with 2022 tax planning.
To prepare your questionnaire for submission, please do the following:
1. Click the REVIEW ANSWERS button below
2. A copy of the form with your answers will be displayed.
3. Scroll down to the bottom of the page. Before clicking on the submit button, we suggest that you print a copy of this document to a PDF version (select "print to PDF" on your printer list) and save it to your computer for your own records.
4. Click the Submit button and the questionnaire will be submitted to us.
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Client Tax Questionnaire