Returning Client 2024 Intake Form for Personal Return

Client Intake Form for Personal Return

Please Note: This Basic Questionnaire may not cover all scenarios. For more complex situations, we recommend using our Full Organizer, available in your SmartVault folder.
PERSONAL INFORMATION
FIRST & LAST NAME(s)*
If married filing joint, please list both taxpayer and spouses names.
Primary Phone Number*
Please enter a valid phone number.
Secondary Phone Number*
Please enter a valid phone number.
TAXPAYER EMAIL*
SPOUSE EMAIL
Current Mailing Address*

Street Address

CityState / Province

Postal / Zip Code
MARITAL AND FAMILY CHANGES
Changes in marital status in 2024? Such as, you got married in 2024 or divorced/legally separated as of 12/31/2024.*

YESNO
If yes, please provide details of your changes in marital status. If you got married in 2024, provide us with your spouse's legal name, Social Security Number, date of birth, occupation, and a copy of your spouse's prior year return.
Death of someone who was on your last tax return?*

YESNO
If yes, please provide date of death and spouse's name.
Any new dependents in 2024?*

YESNO
If yes, please provide new dependent's legal name, SSN, and date of birth.
A copy of their Social Security card is recommended. If SS card is not provided, and the SSN is not correct then additional fees to correct return will apply.
Upload or take a photo of your new dependent(s) SS Card

Cancelof
Remove dependent(s)? If no dependent(s) on your prior year return, select NO.*

YESNO
If yes, please list which dependent(s) to remove that were on your prior year return.
OTHER INFORMATION
At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?*

YESNO
Did anyone in your household purchase Health Insurance through the Marketplace? (If yes, then Form 1095-A is required.)*

YESNO
Have you or your spouse been claimed as a dependent on someone else's tax return?*

YESNO
Did you or your spouse contribute to an IRA?*

YESNO
If yes, that you or your spouse contributed to an IRA, please provide the amounts below.

Taxpayer $   Amount   to a ROTH IRA
Taxpayer $   Amount   to a Traditional IRA

Spouse $   Amount   to a ROTH IRA
Spouse $   Amount   to a Traditional IRA
Did you pay any child/dependent care expenses in 2024 for a child under 13 years old or cared for a handicapped individual? (If yes, please include amount, SSN/EIN and address of payee with your tax information)*

YESNO
Did you or your spouse contribute additional money to an HSA (Health Savings Account) that was not withheld from your W2?*

YESNO
If yes, how much additional HSA was contributed?
Taxpayer $ Amount
Spouse $ Amount
If you had an HSA account, was 100% of any money taken out of your HSA used for medical expenses?

YESNO
Did you or your spouse receive an Identity Protection PIN from the IRS? (Please provide us with the letter if you received one, as we cannot file your the return without the PIN.)*

YESNO
Did you have an interest in or signature authority over any Foreign Accounts?*

YESNO
Did you make any quarterly estimated payments to Federal and/or State(s)? If yes, please list amount(s) and the date(s) paid below. This is important to fill out even if you've already included this information in your tax documents, as it helps ensure uniformity.*

YESNO
FEDERAL ESTIMATED PAYMENT(S) MADE:
1. $Amount Date
2. $Amount Date
3. $Amount Date
4. $Amount Date
STATE ESTIMATED PAYMENT(S) MADE:
SELECT STATE
1. $ Amount Date
2. $ Amount Date
3. $ Amount Date
4. $ Amount Date
SELECT STATE
1. $ Amount Date
2. $ Amount Date
3. $ Amount Date
4. $ Amount Date
Did you directly, or as a beneficiary, receive retirement pay from the US military who retired with 20 years of services?*

YESNO
Did you directly, or as a beneficiary, receive retirement pay from the US military who medically retired under 10 USC Chapter 61?*

YESNO
Did you purchase an electric vehicle in 2024 that qualifies for the tax credit? If yes, please make sure you verified it qualifies at the fueleconomy.gov website. If your vehicle qualifies, we'll provide you with a list of items we need.*

YESNO
BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT
Has your bank account changed since we filed your 2023 tax year return? If you are unsure or it has changed, then please provide your current banking information below or upload a voided check below.*

YESNOUNSURE
Routing Account Number
Bank Account Number
Reenter Bank Account Number
Type of Account

CHECKINGSAVINGS
***IF PROVIDING A VOIDED CHECK, PLEASE UPLOAD IT HERE OR TAKE A PHOTO.

Cancelof
ADDITIONAL INFORMATION YOUR PREPARER SHOULD KNOW
BY SIGNING YOU ARE ACKNOWLEDGING THAT YOUCOMPLETED THIS FORM TO IT'S ENTIRETY AND PROVIDEDUS WITH COMPLETE DOCUMENTS TO FULLY PREPAREYOUR RETURN*

Clear
Should be Empty:

Client Intake Form for Personal Return

PERSONAL INFORMATION

MARITAL AND FAMILY CHANGES

OTHER INFORMATION

BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT