Individual Update Form New

1
Taxpayer Name* This field is required.
2
Spouse Name
3
Taxpayer Occupation* This field is required.If other, please type in response
Retired Military
Public School Teacher
Clergy
Active Duty Military
Retired
Other
4
Spouse Occupation* This field is required.If other, please type in response
Retired Military
Public School Teacher
Clergy
Active Duty Military
Retired
Other
5
Do you have form 4361 approved by the IRS (application for exemption from self-employment tax)?
YESNO
6
Have you included your housing allowance worksheet with your tax documents?
YESNO
7
Your state home of record blanks
Spouses home of record blank
8
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
9
Taxpayer Phone Number* This field is required.
Please enter a valid phone number.
10
Spouse Phone Number
Please enter a valid phone number.
11
Taxpayer Email
example@example.com
12
Spouse Email
example@example.com
13
Preferred Method of Contact
Email
Phone
Text Cell Phone
14
Point of Contact (if different from taxpayer/ spouse)
15
Filing StatusSelect One
Single
Married Joint
Married Separate
Head of Household
Unsure
16
Have you signed our current year tax engagement letter?
YESNO
17
**We will not begin the tax return until the current year tax engagement letter is received. If you have answered no to this question, we will resend the engagement letter within 48 hours, so please be on the lookout in your email. **
18
How will you sign your return once completed?
Electronically via portal
In person at J&J's office
19
How would you like us to return your tax documents?
I will pick them up within 30 days of my return being completed.
I have the originals, so you do not need to return any documents to me.
Please mail them to me. I acknowledge, I will be charged for the postage.
20
Please Acknowledge* This field is required.
I acknowledge that if I provide my tax documents and required administrative documents after 03/05/2026, I will be extended. This does NOT extend my time to pay my tax liability and I understand that I may be assessed penalty and interest from the IRS and/or state agencies.
21
Please Acknowledge* This field is required.
I acknowledge that if my return requires repackaging after completion, through no fault of J&J, I will be charged a minimum $100 repackaging fee. If my return required an amendment additional fees will apply.
22
Are you claiming any dependents? Do Not Include Your Spouse
YESNO
23
List Dependents You Are ClaimingInclude Date of Birth if dependent was not claimed on prior year return. Please upload or drop off SSN with tax documents.
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24
Did you, your spouse, or your dependents have any college expenses?* This field is required.1098-T Required
YESNO
25
List each individual with college expenses
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26
Have you provided documentation for the 1098-T?
Yes, I have provided my 1098-T with my tax documents.
No, I have not provided proof AND I understand this could result in a missed deduction and/or a delayed tax return
27
If 1098-T is for your dependents, please include their W-2, so we can determine who is claiming the education credit.
28
Did the student make any withdrawals from a 529 account or Educational Savings Account (ESA) this year?
YESNO
29
Have you provided the 1099-Q and total education expenses paid?
Yes, I have provided proof.
No, I have not provided proof AND I understand that this could result in a missed deduction and/or a delayed tax return.
30
Did you have financial interest in or signature authority over a financial account or asset located in a foreign country?* This field is required.Investments with US Brokerage do not apply
YESNO
31
Was the value equal or greater than $10,000 at anytime during the year?
YESNO
32
What country is the account located in?
33
At any time in the tax year, did you receive, sell, exchange, or dispose of any virtual currency?* This field is required.
YESNO
34
Have you provided documentation of receiving, selling, exchanging, or disposing of virtual currency?
Yes, I have provided a 1099-DA.
No, I have not provided proof, AND I understand this could result in a delayed tax return.
35
Did you sell a primary residence during the year? * This field is required.If "Yes" look for follow up email with additional form**
YESNO
36
Did you purchase Solar Panels or make any energy efficient improvements to your primary home?* This field is required.Purchase agreement/invoice required. Please provide vendor cert of validity for credit with tax documents.
YESNO
37
Have you provided documentation for purchase of Solar Panels or energy efficient improvements?
Yes, I have provided proof including a purchase agreement/invoice and vendor cert of validity for credit with my tax documents
No, I have not provided proof, AND I understand this could result in a missed deduction and/or a delayed tax return.
38
Did you refinance any properties during the year?* This field is required.if "Yes" provide a closing documentation for refinance
YESNO
39
Have you provided documentation for the refinance?
Yes, I have final HUD statement of proof.
No, I have not provided proof AND I understand this could result in a delayed tax return.
40
Did you purchase a NEW vehicle this tax year?This vehicle cannot have been previously owned
YESNO
41
Did you finance this vehicle?
YESNO
42
Have you provided documentation of interest for this vehicle?
Yes, I have provided proof.
NO, I have not provided proof, AND I understand this could result in a delayed tax return.
43
Did you move to a different state during the year?* This field is required.
YESNO
44
Date of Move blanks
From which state to which state blank
45
Did you make any gifts more than $19,000 to an individual?
YESNO
46
Please provide the following information about gifts in excess of $19,000.

Recipients Name    First Name     Last Name
Address    Street Address     Address Line 2     City     State     Zip
Relationship blanks
Dollar Amount    Amount
Date (s) Given    Date     Date
47
Did you or your spouse receive any overtime during the tax year?
YESNO
48
Have you provided a final paystub as documentation of overtime?Final Paystub must be included for tax deduction
Yes, I have provided proof.
No, I have not provided proof, AND I understand this could result in a delayed tax return
49
If you received overtime, were you paid at:If other, please type response
1.5x Regular Wages
2x Regular Wages
Other
50
Did you pay any long-term care premiums for yourself or spouse during the year?* This field is required.
YESNO
51
Have you provided documentation of long-term care premiums for yourself or spouse?
Yes, I have provided proof of long-term care premiums.
No, I have not provided proof, AND I understand this could result a missed deduction and/or a delayed tax return.
52
Were you, your spouse, or your dependents covered under Marketplace Health insurance?* This field is required.
YESNO
53
Have you provided a 1095-A for Marketplace Health insurance?
Yes, I have provided proof.
No, I have not provided proof AND I understand that this could result in a delayed tax return.
54
Did you make any contributions to a 529 college savings plan?* This field is required.
YESNO
55
Do you want to know more about tax savings option of 529 contributions?
YESNO
56
Please provide amounts per account. Include which state account is located in.
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57
Did you make any estimated quarterly tax payments?* This field is required.If "Yes" documentation required to include date, and payment amounts
YESNO
58
Have you provided documentation for quarterly tax payments?
Yes, I have provided proof, including date(s), amount paid, and who you paid (i.e. IRS, Virginia).
No, I have not provided proof, AND I understand this could result in a missed deduction and/or a delayed tax return.
59
Did you have any childcare expenses?* This field is required.Childcare statements required
YESNO
60
Have you provided documentation for childcare expenses?
Yes, I have provided proof.
No, I have not provided proof, AND I understand this could result in a missed deduction and/or a delayed tax return.
61
Did you use your RMD (Required Minimum Distribution) for QCD (Qualified Charitable Donation)?* This field is required.**Does not apply to anyone under 72**
YESNO
62
Have you provided documentation for use of RMD (Required Minimum Distribution) for QCD (Qualified Charitable Donation)?
Yes, I have provided proof.
No, I have not provided proof AND I understand this could result in a missed deduction and/or a delayed tax return.
63
Did you contribute to a Donor Advised Fund (DAF) through your financial advisor?
YESNO
64
Have you provided a proof of Donor Advised Fund?
Yes, I have provided proof.
No, I have not provided proof AND I understand that this could result in a missed deduction and/ or a delayed tax return.
65
Did you or your spouse make retirement contributions outside of your employer?* This field is required.Not reported on your W-2
YESNO
66
Please select all retirement contributions you made outside of your employerProvide proof of contributions with your tax documents
Traditional
Converted to Roth
Roth IRA
SEP
Solo 401K
Back Door Roth
67
Have you provided documentation for retirement contributions you made outside of your employer?
Yes, I have provided proof.
No, I have not provided proof AND I understand that this could result in a missed deduction and/or a delayed tax return.
68
If you are due a refund this year, do you want:The IRS will no longer issue checks.
Direct Deposit
Overpayment Applied to 2026 Tax Liability
Depends on the Amount of Refund - Please Reach Out
Other
69
Please Acknowledge
I acknowledge that it is my responsibility to give J&J Financial my direct deposit information before my return is completed.
70
If you owe on your tax return this year, do you want direct debit?The IRS will no longer accept checks.
YESNO
71
The IRS is no longer accepting checks for estimated tax payments. Would you like to setup automatic direct debit if estimates are suggested?
YESNO
72
Please select one* This field is required.
To the best of my knowledge, I have submitted all of my required tax documents and am ready for J&J to start their process
Currently, I am still waiting for additional tax information and am not ready for J&J to start the process. I WILL contact J&J when I am ready
73
List missing information here
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74
Who are we preparing returns for in addition to yours?Children/ Trust/ Business
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75
Is there any additional information you would like to share?For Example: Change in Marital Status, Had A Baby, Retired, Purchased a House
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Should be Empty: