2023 1040 Client Checklist

Did you receive an Identity Protection PIN (IP PIN) from the IRS? If yes, please provide the letter you received via Onvio.*

YesNo

Did you refinance any residence? If yes, please upload loan refinance statements to Onvio.*

YesNo

At any time during 2023, 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

If you have a rental property, did you operate your rental as a business?*

YesNo

Did you make any contributions to an IRA or Roth outside of an employer-sponsored plan?*

YesNo
If yes, please explain.

Are you over age 70.5 and giving charitable contributions directly from your IRA?*

YesNo
If yes, please explain.

Did you enroll for Marketplace Coverage through healthcare.gov under the Affordable Care Act? If yes, you must provide Form 1095-A; please upload to Onvio.*

YesNo

Did you make any contributions to a Health savings account (HSA)? If yes, please upload Form 5498-SA to Onvio; issued by banks May 31.*

YesNo

Did you receive any distributions from a Health savings account (HSA)? If yes, please upload Form 1099-SA to Onvio.*

YesNo

Do you have a High Deductible Health Insurance Plan? High Deductible plans for 2023 are $1500 for Self-Only Insurance or $3000 for Family Insurance.*

YesNo

Did you receive a distribution or were you a grantor for a foreign trust?*

YesNo
If yes, please explain

Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?*

YesNo
If yes, please explain

Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity (not held in a US brokerage such as Charles Schwab)?*

YesNo
If yes, please explain

There is a new business filing requirement, Beneficial Ownership Interest (BOI) Reporting; that will affect nearly all small businesses/entities in Alaska; this includes any entity registered as a business with the State of Alaska or any other State throughout the US. Every corporation, LLC, or other entity created by the filing of a document with a Secretary of State or similar office under the law of a state or Indian tribe is required to file a BOI report unless it qualifies for an exemption.

The daily penalty for failure to file or filing errors is $500 per day.

I understand this is not a tax filing.

I understand Bassler & Redick CPAs, LLC will NOT prepare this report as it is currently considered the practice of law and is outside the scope of services Bassler & Redick CPAs LLC is legally allowed to provide.

I will consult my attorney for questions related to this filing.
More information is available on the FinCEN filing website https://www.fincen.gov/boi*

By clicking this box, I acknowledge the new requirements related to BOI are outside of the services provided by Bassler & Redick CPAs LLC.

Please provide bank account information for direct deposit of refund. Bank Name?
Routing number?
Account Number?

Did you provide over half the support for any other person(s) other than your dependent children during the year?

YesNo

Did you pay for childcare while you worked, looked for work, or while a full-time student?

YesNo

Is there any other person(s) who lived with you more than half the year but not claimed by you last year?

YesNo

If you are divorced or separated with child(ren), do you have a divorce decree or separation agreement which establishes custodial responsibilities?

YesNo

Client Checklist - Individual Tax Preparation