The following questions are in relation to the last known tax return you have filed with the government.Marital Status: Please Select Single Married Filing Jointly Married Filing Separate Head of Household Qualifying Widow(er) with dependent : Did your status change in 2023? No Yes Dependents?: # of dependents Did this number change in 2023? No Yes Did your address change?: No Yes 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 # Do we have a copy of your current driver's license? No Yes If no, please provide a copy of the front and back of your current driver's license. There is a secure upload section at the bottom of this form.
At any time during 2023, did you or your spouse:
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
Make any Energy Efficient Home Improvements? (Includes second homes now) No Yes* If yes, please provide statement/receipts.
Make any solar, fuel cell, geothermal or wind-powered improvements to your primary residence? No Yes* If yes, please provide statement/receipts.
Purchase an electric or fuel cell vehicle? No Yes* If yes, please provide statement/receipts.
Make any payments on student loans? No Yes* If yes, please provide 1098E.
Receive any unemployment income? No Yes* If yes, please provide 1099G.
Get your health insurance through the marketplace? No Yes* If yes, please provide 1095A.
Pay for long-term care insurance? No Yes* If yes, please provide statements/receipts.
Have any interests in, or are you a member/partner of a business that you will be receiving a K-1 for? No Yes* If yes, please provide us with the K-1.
Make any contributions to an HSA outside of your payroll? No Yes* If yes, please provide 5498-SA.
Taxpayer contribution HSA plan type: Please Select Single Plan Family Plan Amount Contributed: $
Spouse contribution HSA plan type: Please Select Single Plan Family Plan Amount Contributed: $
Spend any HSA funds on anything other than medical expenses? No Yes* If yes, please provide 1099SA.
Make any contributions to an IRA? No Yes* If yes, please provide 5498.
Receive an Identity Theft PIN number? No Yes* If yes, please provide the letter(s).
Have an interest or signature authority over any foreign financial banks that had an aggregate value of $10,000 or more during the calendar year? No Yes* If yes, you have an obligation to file form FinCEN114. Would you like RAC to prepare this for you? No Yes
NYS Residents: Maintain living quarters in NYC? No Yes* If yes,: Month to Month
Were you (or your spouse) an educator? Teachers & Educators may deduct up to $300. No Yes* If yes, please provide statements/receipts
Were you (or your spouse) a volunteer firefighter? Please Select I was My spouse was We both were If yes,: Company/Department & Address
Make any estimated tax payments? No Yes* If yes, please provide payment details below
Are you a Single Member LLC? Yes No
If yes, then you need to file NY Form IT-204-LL for annual tax reporting. Please complete the SMLLC IT-204-LL Form to provide the necessary details for this filing.
Did you have any business or farm activity in 2023 that was not held by a partnership or S-Corporation? No Yes If yes, Please Select I had a business I had a farm I had both Did you have any rental activity in 2023 that was not held by a partnership or S-Corporation? No Yes If yes, Please Select I had one rental I had multiple rentals Did you sell/dispose or trade-in any assets in 2023 that were used for business purposes in prior years? No Yes Did you buy or inherit any assets in 2023 that were used for business purposes during 2023? No Yes Did you close or sell your business(s) or rental property(ies) in 2023? No Yes If yes, please provide more details: Detail Did you receive the Employee Retention Credit in 2023? No Yes If yes, amount received: $ Amount
Home Office (C or F Only) This activity should be linked to my: Please Select Schedule C Business Schedule F Farm Square Footage of Home: Square Footage of Home Office: Annual Home Insurance: $ Amount Annual Utilities: $ AmountAnnual Internet Service: $ Amount Annual Repairs: $ AmountCell Phone: $ Amount
Mileage Auto Year: Auto Make: Auto Model: Total miles driven for the year: Of those miles, how many were for:Business 1: Business 2: Type a label Rental: Type a label Farm: Type a label
To assist you in anticipating and gathering all of your 2023 tax documents. Please use our helpful 2023 Personal Income Tax Checklist and be sure to include this checklist when submitting your documents to us. Thank you!