ADMISIÓN 1040 FORMATO CORTO - 2025 (No Anexo C / No Anexo E)
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  • FORMULARIO INCOME TAX - 1040

    SHORT FORM - SOLO INDIVIDUOS, NO PARA DUENOS DE EMPRESAS
    • PRIMARY TAXPAYER 
    • Format: (000) 000-0000.
    •    *   Are you permanently or totally disabled?
         *   Are you legally blind?
         *   Can you be dependent of other individual for 2024?
         *   Do you have have dependents in 2024?
         *  Were you a full or part time student in 2024?
           Do you or dependent have Health Insurance Coverage in 2024?
       
      Mark what best apply to you:             *      

    • Were you or spouse (if married) COLLEGE STUDENT who received a 1098-T, (Annual Tuition Statement)?*
    • SPOUSE INFORMATION 
    • Format: (000) 000-0000.
    •    *   Are you permanently or totally disabled?
         *   Are you legally blind?
         *   Can you be dependent of other individual for 2024?
         *  Were you a full or part time student in 2024?
       
      Mark what best apply to you:             *      

    • SECTION FOR WIDOW(ER) IN 2024 
    • DATE OF DEATH
       - -
    • DEPENDENTS 
    • Is any o f your dependent(s)a COLLEGE STUDENT who received a 1098-T, the annual Tuition Form from college?*
    • HEALTH INSURANCE 
    • INCOME FORMS 
    • 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
    • INCOME FORMS 
    • CHECK ALL THAT APPLY. WE WILL GO OVER IN DETAIL DURING THE TAX INTERVIEW*
    • IDENTITY THEFT VICTIM: If you were victim of identity theft, please bring the letter IRS sent you with the Protected PIN #

    • IF YOU SOLD A PROPERTY DURING THE TAX YEAR YOU ARE FILLING, PLEASE BRING OR EMAIL TO US:

      English: If you sold a property during the tax year you are filing, please request the checklist from us and bring or email us the documents on the list along with your responses.

      Español: Si vendió una propiedad durante el año fiscal que está declarando, solicite el checklist con nosotros y traiga o envíenos por correo electrónico los documentos de la lista junto con sus respuestas.

       

    • MEDICAL EXPENSES & CONTRIBUTIONS  
    • WHICH OF THESE DEDUCTIONS YOU PAID OUT OF POCKET DURING THE FILING YEAR
    • Rows
    • FIRST TIME AT LEGACY ACCOUNING?

      PLEASE BRING THE LAST YEAR TAX RETURN COPY. WE NEED IT AS REFERENCE ONLY. THANK YOU!

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    • ACKNOLEDGEMENT & SIGNATURE 
    • I confirmed that all information I entered here is accurate and true. I allow Legacy Accounting and ACS Financial Services, Inc to capture my sensitive data like personal and government ID, social security number (SSN), and any other tax related information. .

      By signing below, you acknowledge that you have read and understood your responsibilities by submitting your personal information. 

    • Date Signed*
       - -
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