2025 - PERSONAL INCOME TAX - INTAKE FORM
  • 2025 - 1040 INTAKE FORM

    2025 - 1040 INTAKE FORM

    www.thelegacytax.com

  • PRIMARY TAXPAYER

  • ARE YOU A NEW CLIENT OR IF YOU ARE A CURRENT CLIENT, DID YOU MOVE OR CHANGE YOUR ADDRESS LAST YEAR?*
  • Format: (000) 000-0000.

  • ANSWER ALL THAT APPLY TO ANY MEMBER OF YOUR FAMILY (LAST YEAR)

  • ANSWER FOR ANY PERSON ON THIS RETURN

          Any of you, permanently or totally disabled?
         Any of you, legally blind?
         Any of you, can be dependent of other individual?      
         Do you have dependents?
         Any of you, was full or part time student?
         Did you or any member of your family in this return, had health Insurance Coverage for the year you are filing?   
         Did you have Over Time in 2025?     
          Did you received Tips in your job in 2025?


    Does this apply to any of you?             

  • 🟡 You said "YES" to the "OVER TIME" Question, please bring your and your spouse, (if married); LAST PAYSTUB received in 2025.

  • SPOUSE INFORMATION

  • Format: (000) 000-0000.
  • DID YOU, SPOUSE OR ANY DEPENDENT; RECEIVED FORM 1098-T (Annual Tuition Form from college); AS COLLEGE STUDENT?*

  • ANSWER THIS SECTION ONLY IF YOU WERE WIDOW(ER) LAST YEAR

  • DATE OF DEATH
     - -
  • ARE YOU CLAIMING THE SAME DEPENDENTS AS LAST YEAR? IF NO, PLEASE UPDATE THE "DEPENDENTS SECTION" BELOW.*

  • DEPENDENTS

  • HEALTH INSURANCE

    • INCOME FORMS 

    • INCOME FORMS

      CHECK ALL THAT APPLY. WE WILL GO MORE IN DETAIL ON THE TAX INTERVIEW
    • WHAT TYPE OFF INCOME YOU HAVE TO REPORT? Please select all that applies *
    • Date of original divorce or separation agreement
       - -

    • TAX RELATED QUESTIONS

      CHECK ALL THAT APPLY. WE WILL GO MORE IN DETAIL ON THE TAX INTERVIEW
    • CHECK ALL THAT APPLY. *

    • CHILD CARE EXPENSES


      You may qualify for the Child and Dependent Care Credit. To claim this credit, we will need the following information for each provider:

       

      • Full name of the daycare center or babysitter
      • Their address
      • Tax Identification Number (TIN/EIN) if the provider is a business.
      • Social Security Number (SSN) if the provider (e.g Babysitter) is an individual.
      • Amount you paid to provider during the tax year,for each chid.  Having this information ready will allow us to accurately calculate your credit and ensure full compliance with IRS requirements.

       Yoo dont have to wrire anything in this form,  just call or emai us the information.

       

    • IDENTITY THEFT VICTIM

      If you were victim of identity theft, call us with the PIN or bring the IRS letter with the Protected PIN #

    • HOMEOWNERS ► YOU NEED THE FOLLOWING SUPPORT DOCUMENTS TO DEDUCT YOUR REAL ESTATE DEDUCTIONS.

    • PERSONAL ITEMIZED DEDUCTIONS

      MARK ALL PERSONAL QUALIFIYING DEDUCTIONS YOU HAD FOR THE FILING YEAR. WRITE DOWN THE AMOUNTS ON THE TABLE BELLOW.
    • PLEASE SELECT FROM THESE DEDUCTIONS, WHICH ONES YOU PAID OUT OF POCKET DURING THE FILING YEAR
    • Rows

    • REAL ESTATE - RENTAL INCOME

      COMPLETE THIS TABLE ONLY IF YOU HAVE RENTAL INCOME PROPERTY
    • Rows
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    • BUSINESS INCOME / SELF EMPLOYEED?

      FOR INDIVIDUALS WHO RECEIVED INCOME ON A FORM 1099-NEC, 1099-MISC OR CASH. e.g.: UBBER, LYFT, BABY SITTER, SUBCONTRACTORS, ETC.
    • Rows

    • IF THIS IS YOUR FIRST TIME AT LEGACY ACCOUNTING, PLEASE BRING THE LAST YEAR TAX RETURN COPY. WE NEED IT AS REFERENCE ONLY. THANK YOU!

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    • ACKNOLEDGEMENT & SIGNATURE

    • By submitting this form, I confirm that all information provided to By submitting this form, I confirm that all information provided to Legacy Accounting Services & Tavella Group LLC is true, accurate, and complete. I understand that my tax return will be prepared based solely on the information I provide, and Legacy Accounting Services is not responsible for auditing or verifying the data submitted. If any information was omitted or incorrectly provided and an amendment is required after filing, I understand that an additional fee will be charged for the amendment preparation, and that IRS processing of an amended return can take 3 to 6 months. 

    • Date Signed*
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