Tax Questionnaire

1
I have agreed to the terms and costs outlined in the engagement letter received from Rocksteady Business Services.* This field is required.If you have not agreed to the tax engagement terms please stop completing this form and send a message to contact@rocksteadyllc.com. IMPORTANT: This form must be fully completed by 04/10/25. If the form and documentation is not completed by 04/10/25, an extension will be filed at the client's cost of $75.
YESNO
2
Can you be claimed as a dependent by another taxpayer?* This field is required.If yes, please stop completing this form. You can't file a tax return if you are claimed as a dependent.
YESNO
3
What is your name?* This field is required.
First Name
Last Name
4
What is your Social Security Number?* This field is required.
5
What is your date of birth?* This field is required.
Date
Year
Month
Day
6
What was the address on your previously filed tax return?* This field is required.
Street Address
Street Address Line 2
City
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
7
In what U.S. state was your primary residence in 2024?
ex. Nevada
8
How many months of the year did you live in the state of your primary residence?
ex. 12
9
Did you live in any other state during 2024?
YESNO
10
In what additional state did you live during 2024?
ex. California
11
What is your current home address?* This field is required.
Street Address
Street Address Line 2
City
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
12
What is your primary email address?* This field is required.Please provide the email address you use for primary communication.
example@example.com
13
What is your primary phone number?* This field is required.Please provide the phone number that you use for primary communication.
Please enter a valid phone number.
14
What is your filing status election?* This field is required.If married filing separately your spouse must complete a separate questionnaire on their own. They must also sign a separate engagement letter and pay separate fees if they would like Rocksteady Business Services to prepare their tax return.
Single: If on the last day of the year, unmarried or legally separated from your spouse under a divorce or separate maintenance decree and you do not qualify for another filing status
Married filing jointly: You are married and both you and your spouse agree to file a joint return. (On a joint return, you report your combined income and deduct your combined allowable expenses.)
Married filing separately: You must be married. This method may benefit you if you want to be responsible only for your own tax or if this method results in less tax than a joint return. If you and your spouse do not agree to file a joint return, you may have to use this filing status.
Head of household: You must meet the following requirements: 1. You are unmarried or considered unmarried on the last day of the year. 2. You paid more than half the cost of keeping up a home for the year. 3. A qualifying person lived with you in the home for more than half the year (except temporary absences, such as school).
Qualifying widow(er) with dependent child: If your spouse died in 2023, you can use married filing jointly as your filing status for 2023 if you otherwise qualify to use that status. The year of death is the last year for which you can file jointly with your deceased spouse. You may be eligible to use qualifying widow(er) with dependent child as your filing status for two years following the year of death of your spouse. For example, if your spouse died in 2023, and you have not remarried, you may be able to use this filing status for 2024 and 2025.
15
What was the date of death of your spouse?* This field is required.
Date
Year
Month
Day
16
What is name of your spouse?* This field is required.
First Name
Last Name
17
What is the Social Security Number for your spouse?* This field is required.
18
What is the date of birth for your spouse?* This field is required.
Date
Year
Month
Day
19
What is the primary email address for your spouse?* This field is required.Please provide the email address you use for primary communication.
example@example.com
20
What is the primary phone number for your spouse?* This field is required.Please provide the phone number that you use for primary communication.
Please enter a valid phone number.
21
Did your marital status change in 2024?* This field is required.
YESNO
22
How did your marital status change in 2024?* This field is required.Please use the space provided to briefly explain the change in your marital status. For example, I divorced my spouse on my 2023 return and married a new spouse in 2024.
Huge
Large
Normal
Small
Ok
Ok
23
Were you notified by the IRS or other taxing authority of any changes in prior year returns?* This field is required.
YESNO
24
Please provide IRS notifications or letters received from other taxing authorities.* This field is required.
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25
Were you and/or your spouse a victim of identity theft in 2024?* This field is required.
YESNO
26
Did you and/or your spouse receive notice CP01A from the IRS due to identity theft?* This field is required.The notice contains a 6-digit identity protection PIN number to enable us to e-file your tax return. Only victims of identity theft receive this notice.
YESNO
27
Please provide the IRS notice CP01A received from the IRS. If you don't have this notice please contact the IRS at 800-908-4490 to retrieve a copy.* This field is required.This notice contains a 6-digit PIN needed to e-file your tax return.
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28
If there is a refund would you like it deposited into your bank account?* This field is required.
YESNO
29
If there is a balance due, would you like the payment to be made as a direct ACH from your bank account?* This field is required.
YESNO
30
What is the name of your bank?* This field is required.This is the bank where you hold your primary checking account to pay taxes due or where you would like to receive your tax refund direct deposit.
31
What is your bank routing number?* This field is required.This is the routing number of the primary checking account identified in the previous question.
32
What is your bank account number?* This field is required.This is the account number of the primary checking account identified in the previous question.
33
Did you and/or your spouse make any estimated tax payments in 2024?* This field is required.
YESNO
34
Please provide the amount of estimated tax payments that you made in 2024.* This field is required.
Due Date
Date Paid
Amount Paid
2024 Quarter 1 estimated tax payment
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
2024 Quarter 2 estimated tax payment
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
2024 Quarter 3 estimated tax payment
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
2024 Quarter 4 estimated tax payment
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
2024 Quarter 1 estimated tax payment
2024 Quarter 2 estimated tax payment
2024 Quarter 3 estimated tax payment
2024 Quarter 4 estimated tax payment
Due Date
Row 0, Column 0
Date Paid
Row 0, Column 1
Amount Paid
Row 0, Column 2
Due Date
Row 1, Column 0
Date Paid
Row 1, Column 1
Amount Paid
Row 1, Column 2
Due Date
Row 2, Column 0
Date Paid
Row 2, Column 1
Amount Paid
Row 2, Column 2
Due Date
Row 3, Column 0
Date Paid
Row 3, Column 1
Amount Paid
Row 3, Column 2
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35
Do you have any dependents?* This field is required.Dependents are either a qualifying child or a qualifying relative of the taxpayer. A spouse can't be claimed as a dependent. Some examples of dependents include a child, stepchild, brother, sister, parent or a domestic live-in partner if "qualifying relative" rules are met.
YESNO
36
Please list your dependents and their information* This field is required.All cells must be completed please put N/A in empty cells.
First Name
Last Name
Social Security Number
Date of Birth
Relationship to taxpayer
Months lived in taxpayer's home
Full-time student at least 4 months in 2024
Dependent 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Dependent 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Dependent 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Dependent 4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Dependent 5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
First Name
Row 0, Column 0
Last Name
Row 0, Column 1
Social Security Number
Row 0, Column 2
Date of Birth
Row 0, Column 3
Relationship to taxpayer
Row 0, Column 4
Months lived in taxpayer's home
Row 0, Column 5
Full-time student at least 4 months in 2024
Row 0, Column 6
First Name
Row 1, Column 0
Last Name
Row 1, Column 1
Social Security Number
Row 1, Column 2
Date of Birth
Row 1, Column 3
Relationship to taxpayer
Row 1, Column 4
Months lived in taxpayer's home
Row 1, Column 5
Full-time student at least 4 months in 2024
Row 1, Column 6
First Name
Row 2, Column 0
Last Name
Row 2, Column 1
Social Security Number
Row 2, Column 2
Date of Birth
Row 2, Column 3
Relationship to taxpayer
Row 2, Column 4
Months lived in taxpayer's home
Row 2, Column 5
Full-time student at least 4 months in 2024
Row 2, Column 6
First Name
Row 3, Column 0
Last Name
Row 3, Column 1
Social Security Number
Row 3, Column 2
Date of Birth
Row 3, Column 3
Relationship to taxpayer
Row 3, Column 4
Months lived in taxpayer's home
Row 3, Column 5
Full-time student at least 4 months in 2024
Row 3, Column 6
First Name
Row 4, Column 0
Last Name
Row 4, Column 1
Social Security Number
Row 4, Column 2
Date of Birth
Row 4, Column 3
Relationship to taxpayer
Row 4, Column 4
Months lived in taxpayer's home
Row 4, Column 5
Full-time student at least 4 months in 2024
Row 4, Column 6
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37
Do you have any children under age 18 with investment-type income, such as taxable interest, ordinary dividends, or capital gain distributions with more than $1,300?* This field is required.Investment-type income is also sometimes referred to as unearned income.
YESNO
38
If you have any children under age 18 with with investment-type income, such as taxable interest, ordinary dividends, or capital gain distributions with more than $1,300, please provide all 2024 tax forms that each child received.* This field is required. Investment-type income is also sometimes referred to as unearned income. Examples include 1099-INT, 1099-DIV, etc.
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39
Do you have any children age 18 or student children, aged 19 to 23, who did not provide more than half of their cost of support with earned income and that had unearned income of more than $1,300?* This field is required.Earned income is W-2 income or 1099-Misc income. Unearned income is investment-type income, examples of reported unearned income include 1099-INT, 1099-DIV, etc.
YESNO
40
Please provide all 2024 forms for children age 18 or student children, aged 19 to 23, who did not provide more than half of their cost of support with earned income and that had unearned income of more than $1,300* This field is required.Earned income is W-2 income or 1099-Misc income. Unearned income is investment-type income, examples of reported unearned income include 1099-INT, 1099-DIV, etc.
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41
Did any other dependents listed have earned income?* This field is required.
YESNO
42
Please provide all 2024 tax forms other dependents received.Examples include W-2's, 1099's, etc
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Max. file size: 10.6MB
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43
Did you and/or your spouse adopt a child or begin adoption proceedings during 2024?* This field is required.
YESNO
44
Was the adoption finalized in 2024?* This field is required.
YESNO
45
Please provide a copy of the child's SSN card, the records of adoption costs, records of legal matter, records of all medical and transportation costs.The adopted child must be included in your list of dependents if the adoption was legally finalized in 2024 and the child lived with you for more than half of 2024.
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46
Did you and/or your spouse pay for childcare while working or looking for work?* This field is required.
YESNO
47
Please provide records of childcare expenses while working or looking for work.
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48
Did you or your spouse receive, sell, send, exchange or otherwise acquire any financial interest in any virtual cryptocurrency?* This field is required.
YESNO
49
Did you and/or your spouse receive income from a W-2 employer in 2024?* This field is required.
YESNO
50
Please provide all 2024 W-2's received from an employer.* This field is required.All includes both you and your spouse.
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51
What type of deduction do you elect to take in 2024? SELECT ONE ONLY.* This field is required.The 2024 standard deduction is $14,600 for single filers and those married filing separately, it is $29,200 for married filing jointly, and it is $21,900 for head of household filers.
Standard deduction
Itemized deductions
52
Did you own your primary residence in 2024?* This field is required.
YESNO
53
Did you and/or your spouse receive any 2024 1098 forms for home mortgages?* This field is required.If you didn't receive an expected 1098 please contact your home lender to retrieve a copy. We can't complete your tax return without the 1098 from your lender.
YESNO
54
Please provide all 2024 1098 forms you received related to home mortgages.* This field is required.If you didn't receive a 1098 please contact your home lender to retrieve a copy. We can't complete your tax return without your 1098 from your lender.
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55
Did you and/or your spouse buy, sell or refinance a new home in 2024?* This field is required.
YESNO
56
If you and/or your spouse did buy, sell or refinance a new home in 2024, please provide the closing statement(s).
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57
Did you and/or your spouse have any medical & dental expenses paid out of pocket in 2024?* This field is required.To be eligible for deduction, medical expenses must exceed 7.5% of your adjusted gross income.
YESNO
58
Please list the total amount of all out of pocket medical & dental expenses paid in 2024 that were not covered or reimbursed by your health insurance.* This field is required.Please make sure it is the total you paid for the year. Rocksteady Business Services is not responsible for calculating the expense for you if you provide a per month amount. The total amount paid in the year must be stated by the client.
Total amount paid in 2024
Prescriptions
Row 0, Column 0
Doctors and/or dentists
Row 1, Column 0
Hospitals, clinic care, or quick care
Row 2, Column 0
Required travel miles for long term care illnesses or injuries 01/01 - 06/30
Row 3, Column 0
Required travel miles for long term care illnesses or injuries 07/01 - 12/31
Row 4, Column 0
Required travel expenses for long term care illnesses or injuries
Row 5, Column 0
Prescriptions
Doctors and/or dentists
Hospitals, clinic care, or quick care
Required travel miles for long term care illnesses or injuries 01/01 - 06/30
Required travel miles for long term care illnesses or injuries 07/01 - 12/31
Required travel expenses for long term care illnesses or injuries
Total amount paid in 2024
Row 0, Column 0
Total amount paid in 2024
Row 1, Column 0
Total amount paid in 2024
Row 2, Column 0
Total amount paid in 2024
Row 3, Column 0
Total amount paid in 2024
Row 4, Column 0
Total amount paid in 2024
Row 5, Column 0
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59
Did you and/or your spouse pay any DMV vehicle registration fees for your personal vehicle in 2024?* This field is required.
YESNO
60
Please provide the receipt of payment for DMV registration fees paid in 2024.* This field is required.
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61
Did you and/or your spouse make any large amount purchases and was charged sales tax for a new vehicle, boat, etc?* This field is required.Sales tax is not deductible for a used vehicle and you must itemize to get the deduction.
YESNO
62
Please provide the payment receipt for your large purchases in 2024.* This field is required.Please make sure the sales tax amount paid is visible on the receipt of payment.
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63
Did you and/or your spouse make any cash donations to any charities in 2024?* This field is required.
YESNO
64
Please provide the statement of giving from each charity that received a donation from you in 2024.* This field is required.If you don't have a statement of giving from the charity please contact the charity to request a copy.
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65
Did you and/or your spouse make any non-cash donations to any charities in 2024?* This field is required.Non-cash donations include clothing, furniture, vehicles, etc
YESNO
66
Please identify what type and value of the non-cash donation you made in 2024? Please make sure to also include the name of charitable organization you made your non-cash contribution.* This field is required.Non-cash charitable donations with a value over $250 must have a statement of giving and the description of goods donated.
67
Did the charity that received your non-cash donation provide a statement of giving for any donations over $250?* This field is required.Non-cash charitable donations with a value over $250 must have a statement of giving and the description of goods donated.
YESNO
68
Please provide the statement of giving for your non-cash donation over $250.* This field is required.Non-cash charitable donations with a value over $250 must have a statement of giving and the description of goods donated.
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69
Did you and/or your spouse incur any casualty or loss attributable to a federally declared disaster?* This field is required.
YESNO
70
Please provide the documentation of the insurance claim if you incurred any casualty or loss.* This field is required.
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71
Please provide the amount of these other miscellaneous itemized deductions if they apply to you in 2024.* This field is required.
Total amount paid in 2024
Union and professional dues
Row 0, Column 0
Unreimbursed employee expenses
Row 1, Column 0
Uniforms and protective clothing required to perform you job
Row 2, Column 0
Work related travel expenses that were not reimbursed by your employer
Row 3, Column 0
Safety Deposit rental fees
Row 4, Column 0
Investment advisory fees
Row 5, Column 0
Union and professional dues
Unreimbursed employee expenses
Uniforms and protective clothing required to perform you job
Work related travel expenses that were not reimbursed by your employer
Safety Deposit rental fees
Investment advisory fees
Total amount paid in 2024
Row 0, Column 0
Total amount paid in 2024
Row 1, Column 0
Total amount paid in 2024
Row 2, Column 0
Total amount paid in 2024
Row 3, Column 0
Total amount paid in 2024
Row 4, Column 0
Total amount paid in 2024
Row 5, Column 0
1 of 6
72
Did you and/or your spouse make a qualified residential energy-efficient home improvement purchase in 2024?* This field is required.
YESNO
73
Please provide the vendor invoice and your payment receipt for the invoice related to your qualified residential energy-efficient home improvement purchase.* This field is required.The vendor must include the tax credit certificate with your payment receipt. Please contact the vendor if they did not provide the tax credit certificate with your payment receipt.
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74
Did you and/or your spouse pay in excess of $1,000 in any quarter or $2,700 during the year for domestic services performed in or around your home to individuals that are household employees?* This field is required.
YESNO
75
Please provide your 2024 record of payment or if you have a payroll provider please provide the summary of earnings for each household employee.* This field is required.The record must include the name, social security number of the individual, and total amount of payment to each household employee.
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76
Did you and/or your spouse make any gifts with a total aggregate value in excess of $18,000 to any individual during the year?* This field is required.
YESNO
77
Please provide your 2024 record of gifts for each person that received a total aggregate value in excess of $18,000 during the year.* This field is required.It would be best to supply this information in excel. Please identify the name, address, age, and relationship to you of each person. Please also include the date of the gift, the description of the type of gift(i.e. cash, vehicle, gift to a trust account, etc), the amount if cash or the cost value of the gift if it was a non-cash gift.
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78
Did you and/or your spouse receive any shareholder income reported on form K-1 from a business or investment in 2024?* This field is required.A K-1 comes from a business investment share in an LLC partnership, an LLC taxed as an S-corporation, Limited partnerships, or beneficiary to a trust or an estate.
YESNO
79
Please provide all 2024 K-1 forms with the corresponding 7203 form received.* This field is required.All includes both you and your spouse.
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Max. file size: 10.6MB
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80
Did you and/or your spouse receive any interest or dividend income in 2024?* This field is required.
YESNO
81
Please provide all 2024 1099-INT and/or 1099-DIV forms received.* This field is required.All includes both you and your spouse.
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82
Did you and/or your spouse close any investment accounts during 2024 that received interest/dividends in the prior year?* This field is required.
YESNO
83
Please list closed investment accounts that received interest/dividends in the prior year.* This field is required.
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Small
Ok
Ok
84
Were you and/or your spouse a grantor or transferor for a foreign trust, have an interest in or a signature or other authority over a bank account, securities account or other financial account in a foreign country?* This field is required.
YESNO
85
If yes, that you and/or your spouse was a grantor or transferor for a foreign trust, was the combined value of your accounts greater than $10,000 at any time during 2024?* This field is required.
YESNO
86
In what country is your foreign financial bank account or trust located?* This field is required.
87
Did you and/or your spouse create or transfer money or property to a foreign trust?* This field is required.
YESNO
88
Did you and/or your spouse sell your primary home residence in 2024?* This field is required.
YESNO
89
If yes, please attach a copy of the closing statement of the sale of your primary home residence.* This field is required.
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Max. file size: 10.6MB
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90
Did you and/or your spouse occupy the primary home residence for at least two of the five-year period prior to the sale in 2024?* This field is required.
YESNO
91
If your spouse is deceased, did the sale occur within two years of the date of death and did your spouse live in the home for at least 2 of the 5 years preceding the sale?* This field is required.
YESNO
92
Did you and/or your spouse ever rent out your primary home residence for income?* This field is required.
YESNO
93
Please provide records of income received from renting out your primary home residence.* This field is required.
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Max. file size: 10.6MB
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94
If the primary residence was rented out in 2024, how many total days was the primary home residence rented out for income in 2024?* This field is required.This is total days rented, which means the total can included multiple renters throughout the year of 2024.
95
Did you and/or your spouse sell any stock, securities, or capital assets in 2024?* This field is required.
YESNO
96
Please provide all 2024 1099-B forms received for the sale of stock, securities, or capital assets.* This field is required.Form 1099-B reports realized gain/loss for all sales.
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Max. file size: 10.6MB
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97
Did you and/or your spouse receive grants of stock options from your employer, exercise any stock options granted to you or dispose of any stock acquired under a qualified employee stock purchase plan?* This field is required.
YESNO
98
Did you and/or your spouse engage in any put options or call transactions?* This field is required.A put option gives the buyer the right but not obligation to sell an asset at a specified price (also called strike price) before the option's expiration date. A call transaction gives the buyer the right but not the obligation to buy an asset at a specified price (strike price) prior to its expiration date.
YESNO
99
Did you close any open short sales during 2024?* This field is required.
YESNO
100
Please provide the closing statements for all the short sales in 2024.* This field is required.
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Max. file size: 10.6MB
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101
Did you and/or your spouse sell, exchange, or purchase any investment real estate in 2024?* This field is required.This is not real estate for investment purposes. NOT your primary home.
Sell
Exchange
Purchase
No
102
Please provide all 2024 1099-S forms for income from sale of property.* This field is required.
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Max. file size: 10.6MB
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103
Please provide the sale, purchase, or exchange documents of investment real estate in 2024.* This field is required.
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Max. file size: 10.6MB
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104
Was the investment real estate property used as a rental for profit?* This field is required.
YESNO
105
If the investment real estate property was used as a rental for profit, was this set up as a business?* This field is required.
YESNO
106
What type of business structure is the rental for profit?* This field is required.
Please Select
Please Select
Limited Liability Company (LLC)
Partnership
Limited Liability Company taxed as an S-corporation
C-Corporation
107
Did you and/or your spouse have any rental income or rental expenses in 2024?* This field is required.
YESNO
108
Please provide the address of each rental property.* This field is required.
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Normal
Small
Ok
Ok
109
Please provide your % of ownership of each rental property.* This field is required.
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Large
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Small
Ok
Ok
110
How many total days was each property rented?* This field is required.This is total days rented, which means the total can included multiple renters throughout the year of 2023.
Huge
Large
Normal
Small
Ok
Ok
111
Was the rental property rented by a family member at any time in 2024?* This field is required.
YESNO
112
How many days was the rental property rented by a family member in 2024?* This field is required.
113
Did the family member pay the same amount for rent that a non-family tenant would pay?* This field is required.
YESNO
114
Does Rocksteady Business Services already maintain your bookkeeping of this investment real estate property used as a rental for profit?* This field is required.
YESNO
115
Were the rental income and expenses in 2024 tracked?* This field is required.
YESNO
116
What software did you use to track your rental income and expenses?* This field is required.Examples include Quickbooks, excel, etc
117
Will you provide accountant access to the software you used to track your rental income and expenses?* This field is required.Please send the accountant access invitation to keely@absaccountan.com
YESNO
118
If you can't provide accountant access to the software used to track your rental income and expenses, please provide your 2024 profit and loss statement and balance sheet from your accounting software. If you used excel to keep record of income and expenses please provide your excel spreadsheet for 2024 income and expenses.* This field is required.Please use excel to itemize neatly in columns and rows. (hand written documents, word documents or a picture will not be accepted and sent back thereby causing delays in the preparation of your tax return)
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Max. file size: 10.6MB
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119
Do you have a bank account, a loan and/or any credit cards exclusively used for your rental income and expenses?* This field is required.
YESNO
120
How many bank accounts do you use exclusively for depositing your rental income and purchasing of rental expenses?* This field is required.
121
How many credit cards do you use exclusively for your rental expenses?* This field is required.
122
If there is a loan or more than one loan used for rental expenses, please provide the name of the financial institution and the original amount borrowed for each loan.* This field is required.
123
If you have a bank account, a loan and/or any credit cards exclusively used for your rental income and expenses, will you provide accountant access to these accounts?* This field is required.Please send the accountant access invitation to support@absaccountan.com
YESNO
124
If you can't provide accountant access to your bank, loan or credit cards used for rental property, please upload your all 2024 statements for each bank account, loan, and/or credit card.* This field is required.
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Max. file size: 10.6MB
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125
Please upload all 2024 purchase receipts exclusively for the rental property expenses.* This field is required.
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Max. file size: 10.6MB
Cancelof
126
Did you purchase any assets for the rental property in 2024?* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item.
YESNO
127
Please upload all 2024 purchase receipts exclusively for the rental property asset purchases.* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item.
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Max. file size: 10.6MB
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128
Did you sell or dispose of any assets used for the rental property in 2024?* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item
YESNO
129
If you sold the asset used for the rental property please upload the buyers proof of purchase of the asset.* This field is required.Examples would include, copy of the buyers canceled check or the written agreement from the buyer.
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Max. file size: 10.6MB
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130
Please list your fixed assets that are currently used in 2024 for the rental property:* This field is required.An asset is any single piece/unit that cost $2500 or more as a single item at the time of purchase.
Purchased or Sold?
Date of purchase or sale
Cost of purchase or selling price
Description of asset
% of usage for the rental property
Asset 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Asset 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Asset 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Asset 1
Asset 2
Asset 3
Purchased or Sold?
Row 0, Column 0
Date of purchase or sale
Row 0, Column 1
Cost of purchase or selling price
Row 0, Column 2
Description of asset
Row 0, Column 3
% of usage for the rental property
Row 0, Column 4
Purchased or Sold?
Row 1, Column 0
Date of purchase or sale
Row 1, Column 1
Cost of purchase or selling price
Row 1, Column 2
Description of asset
Row 1, Column 3
% of usage for the rental property
Row 1, Column 4
Purchased or Sold?
Row 2, Column 0
Date of purchase or sale
Row 2, Column 1
Cost of purchase or selling price
Row 2, Column 2
Description of asset
Row 2, Column 3
% of usage for the rental property
Row 2, Column 4
1 of 3
131
Do you use an automobile in relation to the operations of the rental property?* This field is required.
YESNO
132
Identify the make, model and year of the vehicle used in relation to the operations of the rental property.* This field is required.Example of what is needed, Honda-Accord, 2020.
133
What is the date this vehicle was placed in service in relation to the operation of the rental property?* This field is required.
Date
Year
Month
Day
134
What method of calculating your mileage deduction would you like to use for the vehicle used in relation to the operations of the rental property?* This field is required.
The Standard Mileage Rate
Actual Expense Method
135
What is the total mileage used from 01/01/2024-06/30/2024 in relation to the operations of the rental property?* This field is required.
136
What is the total mileage used from 07/01/2024-12/31/2024 in relation to the operations of the rental property?* This field is required.
137
What is the total commuting mileage in 2024 NOT in relation to the operations of the rental property?* This field is required.
138
What is the percentage of time this automobile was used for operations of the rental property?* This field is required.
139
Do you have written evidence to support your mileage deduction for the automobile used in relation to the operations of the rental property?* This field is required.
YESNO
140
Was this vehicle available for use during non-working hours in relation to the operations of the rental property?* This field is required.
YESNO
141
Do you and/or your spouse have another vehicle available for your personal use?* This field is required.
YESNO
142
What percentage of time was the automobile used for personal affairs?* This field is required.
143
Did you and/or your spouse make any payments that total $600 or more in 2024 to a vendor who provided service for the operation of the rental property?* This field is required.
YESNO
144
Were all 1099's filed for each vendor who provided service for the operation of the rental property and who received payments that total $600 or more in 2024?* This field is required.
YESNO
145
If service vendor 1099's were not filed please provide the W9 for each vendor that needs a 1099 to be filed in 2024.* This field is required.
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Max. file size: 10.6MB
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146
Did you and/or your spouse ever use any portion of the primary home residence for the operation of the rental property?* This field is required.
YESNO
147
What is the total square footage of the primary home residence?* This field is required.
148
How much square footage of the primary home residence was used for the operation of the rental property?* This field is required.
149
Please list the total amount paid in 2024 for regular home care expenses that may be used as deduction for home office expenses used for the operation of the rental property.* This field is required.Please make sure it is the total you paid for the year. Advantage Bookkeeping Services is not responsible for calculating the expense for you if you provide a per month amount. The total amount paid in the year must be stated by the client.
Total amount paid in 2024
Home Insurance if paid separately from your mortgage payment.
Row 0, Column 0
Home repair & maintenance
Row 1, Column 0
Utilities (please provide total of utilities, no need to breakdown type of utility)
Row 2, Column 0
Rent
Row 3, Column 0
Association Dues
Row 4, Column 0
Home Insurance if paid separately from your mortgage payment.
Home repair & maintenance
Utilities (please provide total of utilities, no need to breakdown type of utility)
Rent
Association Dues
Total amount paid in 2024
Row 0, Column 0
Total amount paid in 2024
Row 1, Column 0
Total amount paid in 2024
Row 2, Column 0
Total amount paid in 2024
Row 3, Column 0
Total amount paid in 2024
Row 4, Column 0
1 of 5
150
Do you and/or your spouse have a business venture in the form of a simple LLC, sole proprietorship, or participate in any freelance/independent contract work?* This field is required.(NOT related to rental property)
YESNO
151
What is the name and type of service or product of your business venture or freelance/independent contract work?* This field is required.(NOT related to rental property)
152
What is the industry of the business venture or freelance/independent contract work?* This field is required.
153
Did you and/or your spouse have any income from this business venture or freelance/independent contract work in 2024?* This field is required.Business income includes small sole proprietorship, simple LLC's or freelance work.
YESNO
154
Did you and/or your spouse receive any 1099-Misc, 1099-K, or 1099-NEC income in 2024 from the business venture or freelance/independent contract work?* This field is required.
YESNO
155
Please provide all 2024 1099-Misc, 1099-K, or 1099-NEC forms received your business venture or freelance/independent contract work.* This field is required.
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Max. file size: 10.6MB
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156
Does Rocksteady Business Services already maintain your bookkeeping of this business venture or freelance/independent contract work?* This field is required.
YESNO
157
Were the income and expenses tracked for your 2024 business venture or freelance/independent contract work?* This field is required.
YESNO
158
What software did you use to track your business venture or freelance/independent contract work income and expenses?* This field is required.Examples include Quickbooks, excel, etc
159
Will you provide accountant access to the software you used to track your business venture freelance/independent contract work income and expenses?* This field is required.Please send the accountant access invitation to contact@rocksteadyllc.com
YESNO
160
If you can't provide accountant access to the software used to track your business venture or freelance/independent contract work income and expenses, please provide your 2024 profit and loss statement and balance sheet from your accounting software. If you used excel to keep record of income and expenses please provide your excel spreadsheet for 2024 income and expenses.* This field is required. Please use excel to itemize neatly in columns and rows. (hand written documents, word documents or a picture will not be accepted and sent back thereby causing delays in the preparation of your tax return)
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Max. file size: 10.6MB
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161
Do you have a bank account, a loan and/or any credit cards exclusively used for your business venture or freelance/independent contract work income and expenses?* This field is required.
YESNO
162
How many bank accounts do you use exclusively for depositing your income and for purchasing expenses for your business venture or freelance/independent contract work?* This field is required.
163
How many credit cards do you use exclusively for your business venture or freelance/independent contract work expenses?* This field is required.
164
If there is a loan or more than one loan used for your business venture expenses, please provide the name of the financial institution and the original amount borrowed for each loan.* This field is required.
165
If you have a bank account, a loan and/or credit cards exclusively used for your business venture or freelance/independent contract work income and expenses, will you provide accountant access to these accounts?* This field is required.Please send the accountant access invitation to support@absaccountant.com
YESNO
166
If you can't provide accountant access to your bank, loan or credit cars used for your business venture or freelance/independent contract work, please upload all 2024 statements for each bank account, loan, and/or credit card.* This field is required.
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Max. file size: 10.6MB
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167
Please upload all 2024 purchase receipts exclusively for your business venture or freelance/independent contract work expenses.* This field is required.
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Max. file size: 10.6MB
Cancelof
168
Did you purchase any assets for your business venture or freelance independent contract work?* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item.
YESNO
169
Please upload all 2024 purchase receipts* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item.
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Select files to upload
Max. file size: 10.6MB
Cancelof
170
Did you sell or dispose of any assets used for your business venture or freelance/independent contract work?* This field is required.Assets include equipment, furniture, or fixtures that individually cost over $2500 as a single item.
YESNO
171
Please upload the buyers document as proof of purchase of the asset that was used for the business venture or freelance/independent contract work.* This field is required.Examples would include, copy of the buyers canceled check or the written agreement from the buyer.
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Select files to upload
Max. file size: 10.6MB
Cancelof
172
Please list your fixed assets that are currently used in 2024 for your business venture or freelance/independent contract work:* This field is required.An asset is any single piece/unit that cost $2500 or more as a single item at the time of purchase.
Purchased or Sold?
Date of purchase or sale
Cost of purchase or selling price
Description of asset
% of usage for the rental property
Asset 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Asset 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Asset 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Asset 1
Asset 2
Asset 3
Purchased or Sold?
Row 0, Column 0
Date of purchase or sale
Row 0, Column 1
Cost of purchase or selling price
Row 0, Column 2
Description of asset
Row 0, Column 3
% of usage for the rental property
Row 0, Column 4
Purchased or Sold?
Row 1, Column 0
Date of purchase or sale
Row 1, Column 1
Cost of purchase or selling price
Row 1, Column 2
Description of asset
Row 1, Column 3
% of usage for the rental property
Row 1, Column 4
Purchased or Sold?
Row 2, Column 0
Date of purchase or sale
Row 2, Column 1
Cost of purchase or selling price
Row 2, Column 2
Description of asset
Row 2, Column 3
% of usage for the rental property
Row 2, Column 4
1 of 3
173
Do you use an automobile in relation to the operations of your business venture or freelance/independent contract work?* This field is required.
YESNO
174
Identify the make, model and year of the vehicle used in relation to your business venture or freelance independent contract work. * This field is required.Example of what is needed, Honda-Accord, 2020.
175
What is the date this vehicle was placed in service?* This field is required.
Date
Year
Month
Day
176
What method of calculating your mileage deduction would you like to use for the vehicle used in relation to the operations of your business venture or freelance/independent contract work?* This field is required.
The Standard Mileage Rate
Actual Expense Method
177
What is the total mileage used from 01/01/2024-06/30/2024?* This field is required.
178
What is the total mileage used from 07/01/2024-12/31/2024?* This field is required.
179
What is the total commuting mileage in 2024 NOT in relation to operation of the business venture?* This field is required.
180
What is the percentage of time the automobile was used for operations of the business venture or freelance/independent contract work?* This field is required.
181
Do you have written evidence to support your mileage deduction for the automobile?* This field is required.
YESNO
182
Was this vehicle available for use during non-working hours?* This field is required.
YESNO
183
Do you and/or your spouse have another vehicle available for your personal use?* This field is required.
YESNO
184
What percentage of time was the automobile used for personal affairs?* This field is required.
185
Did you and/or your spouse make any payments that total $600 or more in 2024 to a vendor who provided service for the operation of the business venture or your freelance/independent contract work?* This field is required.
YESNO
186
Were all 1099's filed for each vendor who provided service for the operation of the business venture or your freelance/independent contract work and who received payments that total $600 or more in 2024?* This field is required.
YESNO
187
If service vendor 1099's were not filed please provide the W9 for each vendor that needs a 1099 to be filed in 2024.* This field is required.
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Select files to upload
Max. file size: 10.6MB
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188
Did you and/or your spouse ever use any portion of the primary home residence for the operation of the business venture or your freelance/independent contract work?* This field is required.
YESNO
189
What is the total square footage of the primary home residence?* This field is required.
190
How much square footage of the primary home residence is used for the business?* This field is required.
191
Please list the total amount paid in 2024 for regular home care expenses that may be used as deduction for home office expenses.* This field is required.Please make sure it is the total you paid for the year. Advantage Bookkeeping Services is not responsible for calculating the expense for you if you provide a per month amount. The total amount paid in the year must be stated by the client.
Total amount paid in 2024
Home Insurance if paid separately from your mortgage payment.
Row 0, Column 0
Home repair & maintenance
Row 1, Column 0
Utilities (please provide total of utilities, no need to breakdown type of utility)
Row 2, Column 0
Rent
Row 3, Column 0
Association Dues
Row 4, Column 0
Home Insurance if paid separately from your mortgage payment.
Home repair & maintenance
Utilities (please provide total of utilities, no need to breakdown type of utility)
Rent
Association Dues
Total amount paid in 2024
Row 0, Column 0
Total amount paid in 2024
Row 1, Column 0
Total amount paid in 2024
Row 2, Column 0
Total amount paid in 2024
Row 3, Column 0
Total amount paid in 2024
Row 4, Column 0
1 of 5
192
Did you pay for self-employed healthcare in 2024?* This field is required.
YESNO
193
How much did you pay for self employed health insurance in 2024?* This field is required.This is the total amount paid for you and everyone your premium covers.
194
Did you and/or your spouse have any gambling winnings?* This field is required.
YESNO
195
Please provide all 2024 W-2G forms received for gambling winnings.* This field is required.
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Max. file size: 10.6MB
Cancelof
196
Did you and/or your spouse have any cancellation of debt in 2024?* This field is required.
YESNO
197
Please provide all 2024 1099-C forms received for cancellation of debt.* This field is required.
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Max. file size: 10.6MB
Cancelof
198
Did you and/or your spouse have any unemployment income, jury duty payments or state/local tax refunds in 2024?* This field is required.
YESNO
199
Please provide all 2024 1099-G forms received.* This field is required.
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Max. file size: 10.6MB
Cancelof
200
Did you and/or your spouse pay any tuition to an accredited university in 2024?* This field is required.This includes tuition paid for your children (between the ages of 19-23) as long as they lived at home in 2024 for more than half the year, they were a full time student in 2024 and you paid for more than half of their living expenses in 2024.
YESNO
201
If you and/or your spouse paid any tuition to an accredited university please provide all 2024 1098-T forms received.* This field is required.This includes tuition paid for your children (between the ages of 19-23) as long as they lived at home in 2024 for more than half the year, they were a full time student in 2024 and you paid for more than half of their living expenses in 2024.
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Max. file size: 10.6MB
Cancelof
202
Did you and/or your spouse pay any student loan interest in 2024?* This field is required.This includes interest paid on a student loan for your children (between the ages of 19-23) as long as they lived at home in 2024 for more than half the year, they were a full time student in 2024 and you paid for more than half of their living expenses in 2024.
YESNO
203
If you and/or your spouse paid any student loan interest please provide all 2024 1098-E forms received.* This field is required.This includes interest paid on a student loan for your children (between the ages of 19-23) as long as they lived at home in 2024 for more than half the year, they were a full time student in 2024 and you paid for more than half of their living expenses in 2024.
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Did you withdraw from a Coverdell Education Savings Account or Qualified Education Program (Section 529 plan) in 2024?* This field is required.
YESNO
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Please provide all 2024 1099-Q forms received.* This field is required.
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Were you and/or your spouse enrolled in a Health Insurance Marketplace plan during 2024?* This field is required.Also known as Affordable Care / Obamacare
YESNO
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Please provide all 2024 1095-A forms for your Health Insurance Marketplace account in 2024. If you did not receive form 1095-A, please login to your account at healthcare.gov or call 1-800-318-2596 to obtain a copy.* This field is required.NOTE: Your tax return cannot be filed without this form.
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Did you and/or your spouse have any distributions from a medical savings account (MSA) or health savings account (HSA) during 2024?* This field is required.
YESNO
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Please provide all 2024 1099-SA forms for your medical or health savings account distributions in 2024.* This field is required.
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210
What was the total amount of distribution from a health savings account (HSA) in 2024?* This field is required.
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Were all distributions from your health savings account (HSA) used for unreimbursed medical expenses?* This field is required.
YESNO
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Did you and/or your spouse have any contributions to a health savings account (HSA) during 2024?* This field is required.
YESNO
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What was the total amount of contribution to the health savings account (HSA) in 2024?* This field is required.
214
Did you and/or your spouse receive distributions from long-term care insurance contracts?* This field is required.
YESNO
215
If you and/or your spouse received distributions from long-term care insurance contracts please provide all 1099-LTC forms.* This field is required.
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Did you and/or your spouse receive a punitive damage award or an award for damages other than for physical injuries or illness?* This field is required.
YESNO
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How much did you and/or your spouse receive for punitive damages?* This field is required.
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Did you and/or your spouse have money in an IRA or other retirement account in 2024?* This field is required.
YESNO
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What type of IRA or retirement account do you and/or your spouse have your money vested?* This field is required.Please select all that apply. Use the other option if you don't see your type of account and describe what kind of account in the empty field.
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
401(k)
Other
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Please provide the Fair Market Value statement for the retirement account.
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Did you and/or your spouse contribute to your retirement account in 2024?* This field is required.
YESNO
222
Please provide the amount contributed to each retirement account in 2024.* This field is required.Please also indicate if it is your account or your spouse's account.
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Please provide all 5498 forms received if you and/or your spouse contributed to a retirement account in 2024.* This field is required.
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Did you and/or your spouse have any distributions from a retirement account in 2024?* This field is required.
YESNO
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Please provide all 1099-R forms received if you and/or your spouse received distributions from a retirement account in 2024.* This field is required.
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Please explain the use and purpose of the funds you and/or your spouse withdrew from your retirement accounts.* This field is required.Identify 1) which retirement account the funds were withdrawn, 2) how much was withdrawn, and 3) what were the funds used for. Examples of use are to acquire a primary residence, pay medical expenses, pay educational expenses, etc
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Did you and/or your spouse turn age 72 during 2024 and have money in an IRA or other retirement account while NOT taking any distribution?* This field is required.Generally you must start taking withdrawal from your traditional IRA, SEP IRA, Simple IRA, and retirement plan accounts when you reach age 72. Failure to do so may result in a 50% excise tax imposed on the required amount that was not withdrawn.
YESNO
228
Did you and/or your spouse convert an existing IRA into a Roth IRA in 2024?* This field is required.
YESNO
229
Please provide all 5498 forms received if you and/or your spouse converted an existing IRA into a Roth IRA in 2024.* This field is required.
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230
Did you and/or your spouse rollover any distributions from a retirement plan, annuity plan, tax shelter annuity or deferred compensation plan into a Roth IRA?* This field is required.
YESNO
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Please provide all 1099-R forms received if you and/or your spouse rolled over any distributions from a retirement plan, annuity plan, tax shelter annuity or deferred compensation plan into another retirement account.* This field is required.
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Please indicate the amount on each 1099-R you provided, that was rolled over to another retirement account.* This field is required.Identify 1) the account the roll was from, 2) the account the roll was to, and 3) the amount that was rolled over for each.
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Did you and/or your spouse receive any Social Security benefits in 2024?* This field is required.
YESNO
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Please provide all 2024 SSA-1099 that you and/or your spouse received for Social Security benefits received.* This field is required.
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Did you and/or your spouse pay any alimony for divorces prior to 2020?* This field is required.
YESNO
236
How much did you and/or your spouse pay in alimony in 2024 for divorces prior to 2020?* This field is required.
237
Did you and/or your spouse receive any alimony in 2024 for divorces prior to 2020?* This field is required.
YESNO
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How much did you and/or your spouse receive in alimony in 2024 for divorces prior to 2020?* This field is required.
239
Please provide any additional information you feel is necessary for Rocksteady Business Services to know in order to complete your 2024 tax return.
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Please provide any additional 2024 tax forms you and/or your spouse received or documentation that was not requested elsewhere within this questionnaire.
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241
Please provide a copy of your prior tax returns from 2021, 2022, and 2023.
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Based on your response the remainder of the form is not available.

Please contact contact@rocksteadyllc.com.
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Signature* This field is required.I have submitted this information for the sole purpose of preparing my tax return(s). This information is true, correct, and complete to the best of my knowledge
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