The following questions are in relation to the last known tax return you have filed with the government.Marital Status Please Select Single Married Married filing Separate Head of Household # of Dependents: # of dependents Did your address change?:Yes No If yes, enter the new address:Street Address City State Zip Taxpayer's Employment:Profession Spouse's Employment: Profession
Primary bank account for electronic tax refunds/balances due: On File: (account ending: #### )Bank Name: Bank Name Personal Checking Personal Savings Business Checking Business Savings Account Number: Bank Account # Routing Number: Routing #
At any time during 2022, did you receive, sell, exchange, or otherwise dispose of any cryptocurrency? No Yes* If yes, we will need a list of all taxable transactions. Need assistance on this? Find out more at www.rac-co.com/crypto
Did you (or your spouse) elect to treat a retirement distribution as 2020 COVID-related over three (3) years? No Yes*
Did you (or your spouse) make any loan repayments to a 2020 COVID-related retirement loan?No Yes*
Did you make any Energy Efficient Home Improvements? (Includes second homes now) No Yes* If yes, please provide statement/receipts. There is a secure upload section at the bottom of this form.
NYS Residents: Did you maintatin living quarters in NYC? No Yes* If yes: Month to Month
Educators Expenses? Teachers & Educators may deduct up to $300. Amount: $
If this does not apply to you, jump to the next section. If your business is an LLC or incorporated, please also fill out our 2022 Business Income Tax Client Questionnaire. This can be filled out electronically by going here: www.rac-co.com/businesstax
Please provide us the amount for any corresponding COVID-related financial assistance that you received in 2022:State/Local Grants $ Amount Please describe: Did you sell/dispose or trade-in any assets in 2022 that were used for business purposes in prior years? No Yes Did you buy or inherit any assets in 2022 that were used for business purposes during 2022? No Yes Did you close or sell your business(s) or rental property(ies) in 2022? No Yes If yes, please provide more details: Did you receive the Employee Retention Credit in 2022? No Yes If yes, amount received: $ Amount
Square Footage of Home: Square Footage of Home Office: Annual Home Insurance: $ Amount Annual Utilities: $ AmountAnnual Internet Service: $ Amount Annual Repairs: $ AmountCell Phone: $ Amount
Total Miles Drive for the year: Of those miles, how many were for business? January 1st - June 30th: July 1st - December 31st: Auto Year: Auto Make: Auto Model:
To assist you in anticipating and gathering all of your 2022 tax documents. Please use our helpful 2022 Personal Income Tax Checklist and be sure to include this checklist when submitting your documents to us. Thank you!