2023 Tax Questionnaire

  • 2024 Tax Questionnaire

  • Date
     - -

  • Personal Information

  • Did your marital status change during the year?*
  • Did you live separately from your spouse during the last six months of the year?*
  • Do you have a separate decree, instrument, or agreement and are not living in thesame household by the end of the year?*
  • Did your address change from last year?*
  • Can you be claimed as a dependent by another taxpayer?*
  • Did you change any bank accounts, or did routing transit numbers (RTN) and/or bank account number change for existing bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year?*
  • Do you, your spouse (if applicable), and any dependents have a taxpayer identification number (SSN, ITIN, or ATIN)?*
  • Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you beena victim of identity theft? If yes, attach the IRS letter for filing returns in 2024.*
  • Did you reside in or operate a business in a Federally declared disaster area? The Federally declared disaster areas include victims of hurricanes, tropical storms,floods, as well as wildfires.*

  • Covid-19 Information

  • Did you receive State and Local Fiscal Recovery Funds (SLFR) under a program tosupport those negatively impacted by the COVID-19 pandemic for helping you withyour mortgage insurance and/or home purchases, such as funds to pay some or allof the down payment and closing costs associated with your purchase of a home?*
  • Are you a telecommuting employee that was required to "shelter in place" due tolocal COVID-19 protocols while working in a state that was not your home state?*

  • Dependent Information

  • Were there any changes in dependents from the prior year?*
  • Do you have any children under age 19 or a full-time student under age 24 with unearned income in excess of $2,500?*
  • Do you have dependents who must file a tax return?*
  • Did you provide over half the support for any other person(s) other than your dependent children during the year?*
  • Did you pay for child care while you worked, looked for work, or while a full-time student?*
  • Is there any other person(s) who lived with you more than half the year but not claimed by you last year?*
  • Did you pay any expenses related to the adoption of a child during the year?*
  • If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?*
  • Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter for use during 2022.*
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  • Purchases, Sales and Debt Information

  • Did you start a new business or purchase rental property during the year?*
  • Did you have onwership interest in any type of business?*
  • Did you sell, exchange, or purchase any assets used in your trade or business?*
  • Did you acquire a new or additional interest in a partnership or S corporation?*
  • Did you sell, exchange, or purchase any real estate during the year?*
  • Did you purchase or sell a principal residence during the year?*
  • Did you foreclose or abandon a principal residence or real property during the year?*
  • Did you acquire or dispose of any stock during the year?*
  • Did you take out a home equity loan this year?*
  • Did you refinance a principal residence or second home this year?*
  • Did you sell an existing business, rental, or other property this year?*
  • Did you lend money with the understanding of repayment and this year it became totally uncollectable?*
  • Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)?*
  • Did you purchase a new or previously owned Clean vehicle this year that is eligiblefor the new clean vehicle credit? If yes, attach the vehicle statement from the dealer.*

  • Income Information

  • Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer?*
  • Did you receive any income from property sold prior to this year?*
  • Did you receive any unemployment benefits during the year?*
  • Did you receive any disability income during the year?*
  • Did you receive any Medicaid waiver payments as difficulty of care during the year?*
  • Did you receive tip income not reported to your employer this year?*
  • Did any of your life insurance policies mature, or did you surrender any policies?*
  • Did you receive any awards, prizes, hobby income, gambling or lottery winnings?*
  • Did you receive any income considered to be nonemployee compensation?*
  • Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy?*
  • Do you expect a large fluctuation in income, deductions, or withholding next year?*
  • Did you have any sales or other exchanges of digital assets (including from an airdrop or a hard fork, or used digital assets to pay for goods or services?*

  • Retirement Information

  • Are you an active participant in a pension or retirement plan?*
  • Did you receive any Social Security benefits during the year?*
  • Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP,401(k), or other qualified retirement plan?*
  • If yes, were any withdrawals due to a Federally declared disaster?*
  • If you received any qualified disaster retirement plan distributions, did you repay any of the distributions in 2024?*
  • Did you receive any lump-sum payments from a pension, profit sharing or401(k) plan?*
  • Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP,401(k), or other qualified retirement plan?*
  • Did you donate money directly from your IRA to a charity during the tax year?*

  • Education Information

  • Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year?*
  • Did you have any educational expenses during the year on behalf of yourself,your spouse, or a dependent?*
  • Did anyone in your family receive a scholarship of any kind during the year?*
  • If yes, were any of the scholarship funds used for expenses other than tuition,such as room and board?*
  • Did you make any withdrawals from an education savings or 529 Plan account?*
  • If yes, were any of these withdrawals rolled over into an ABLE (Achieving a Better Life Experience) account?*
  • Did you make any contributions to an education savings or 529 Plan account?*
  • Did you pay any student loan interest this year?*
  • Did you cash any Series EE or I U.S. Savings bonds issued after 1989?*
  • Would you like a worksheet to aid in the completion of a Free Application for Federal Student Aid (FAFSA) with the U.S. Department of Education?*

  • Health Care Information

  • Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent.*
  • Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act?*
  • Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included inyour family?*
  • Did you make any contributions to a Health savings account (HSA) or Archer MSA?*
  • Did you receive any distributions from a Health savings account (HSA), ArcherMSA, or Medicare Advantage MSA this year?*
  • Did you pay long-term care premiums for yourself or your family?*
  • Did you make any contributions to an ABLE (Achieving a Better Life Experience) account?*
  • Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account?*
  • If you are a business owner, did you pay health insurance premiums for your employees this year?*

  • Itemized Deduction Information

  • Did you incur a casualty or theft loss or any condemnation awards during the year?*
  • If yes, did the loss occur in a Federally declared disaster area?*
  • Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?*
  • Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)?*
  • Did you donate a vehicle or boat during the year?.*
  • Did you pay real estate taxes for your primary home and/or second home?*
  • Did you pay any mortgage interest on an existing home loan?*
  • Did you incur interest expenses associated with any investment accounts you held?*
  • Did you make any major purchases during the year (cars, boats, etc.)?*
  • Did you make any out-of-state purchases (by telephone, internet, mail, or in person)for which the seller did not collect state sales or use tax?*

  • Miscellaneous Information

  • Did you make gifts of more than $17,000 to any individual?*
  • Did you utilize an area of your home for business purposes?*
  • Did you engage in any bartering transactions?*
  • Did you retire or change jobs this year?*
  • Did you incur moving costs because of a permanent change of station as a memberof the Armed Forces on active duty?*
  • Did you pay any individual as a household employee during the year?*
  • Did you make energy efficient improvements to your main home this year?*
  • Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?*
  • 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 aforeign country?*
  • Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?*
  • Are you an owner or do you control 25% of a company's ownership interest for acompany registered with a secretary of state or similar office before January 1, 2024?*
  • Do you plan to become an owner or control at least 25% of a company's ownershipinterests for a company registered with a secretary of state or similar office for thefirst time after January 1, 2024?*
  • Did you receive correspondence from the State or the IRS?*
  • Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?*
  • Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.*

  • Due Diligence Questions - **PLEASE READ CAREFULLY**

    For Child Tax Credit, Earned Income Credit, Education Tax Credit or Head of Household Filing Status.
  • Do you believe that you may qualify for the Child Tax Credit, the Earned Income Credit, the Education Tax Credit, or as Head of Household filing status?*
  • Can you provide documentation to substantiate your eligibility for the credit(s) and/or Head of Household filing status and the amounts(s) of any credit(s) claimed on the return if your return was selected for an audit?*
  • Were any credits disallowed or reduced during a previous tax year?*
  • Can you affirm that each qualifying person for the Child Tax Credit, Additional Child Tax Credit or Other Dependent Credit is your dependent and a citizen, national, or resident of the United States?*
  • Can you provide proof that your dependent child or children lived with you more than half of the year?*
  • Can you provide proof that you provided more than half of the support for your dependent child or children?*
  • Can you provide documentation to substantiate your eligibility for the credits?*
  • Can you confirm that your dependent child or children is (are) related to you?*
  • If you and your spouse are divorced or separated, can you provide proof that the divorce decree or court order allows you to claim the qualifying child or children?*

  • Estimated Tax Payments

    If you made any estimated tax payments to the IRS during the year, please list them below.
  • Did you make any payments to the IRS for tax year 2024?*
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