2024 Personal Tax Intake Form Logo

  • 2024 Personal Tax Intake Form

  • Preferences

    Please indicate your preference for the following:

  • The following questions are in relation to the last known tax return you have filed with the government.

    Marital Status:       : Did your status change in 2024?        
                  
    Number of Children being Claimed?:      Did this number change in 2024?       
                 
    Did your address change?:                    
      
    If yes, enter the new address:              

    Taxpayer's Occupation:   Spouse's Occupation:       
          

  • Primary bank account for electronic tax refunds/balances due: RAC has on File:  (account ending:    )

    Bank Name:                           
     
    Account Number:      Routing Number:     

    Income Tax Refund/Balance Due Preferences:
    (Please choose for each of the possible scenarios below)

  • IMPORTANT: If you or your spouse are a new client or if your Driver's License was renewed or updated in the past year, please upload a copy of both the front and back of the license in the upload documents section below.  
       *  

  • Annual Questions

    We NEED this information to complete your 2024 tax return. There is a secure upload section at the bottom of this form for any supporting documents. 

  • At any time during 2024, did you or your spouse:

  • Buy, receive, sell, exchange, or otherwise dispose of any cryptocurrency?     *         
    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)     *      
    If yes, please provide statement/receipts.                   

  • Make any solar, fuel cell, geothermal or wind-powered improvements to your primary residence?     *       
    If yes, please provide statement/receipts.                   

  • Purchase an electric or fuel cell vehicle?     *         
    If yes, please provide statement/receipts.                   

  • Make any payments on student loans?     *      
    If yes, please provide form 1098-E.                  

  • Receive any unemployment income?      *         
    If yes, please provide form 1099-G.                  

  • Get your health insurance through the marketplace?     *      
    If yes, please provide form 1095-A. (We do not need forms 1095-B or 1095-C)                  

  • Pay for long-term care insurance?     *            
    If yes, please provide statements/receipts.     

  • Have any interests in, or are you a member/partner of a business that you will receive a K-1?      *  

  • Make any contributions to an HSA outside of payroll?     *      
    If yes, please provide form 5498-SA.                  

  • Taxpayer contribution HSA plan type:    Amount Contributed:     

  • Spouse contribution HSA plan type:    Amount Contributed:     

  • Spend any funds from your HSA throughout the year?       
    If yes, please provide form 1099-SA.                 

  • Were all the funds used for qualified medical expenses?    * 

  • Make any contributions to an IRA?    *         
    If yes, please provide form 5498 if available. (sometimes this form will not be available until May)                 

  • Taxpayer Retirement Account Type:    Amount Contributed:     

  • Spouse Retirement Account Type:    Amount Contributed:     

  • Receive an Identity Theft PIN number?    *        
    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?    *                      

  • You have an obligation to file form FinCEN114. Would you like RAC to prepare this for you?           

  • For NYS Residents Only: Maintain living quarters in NYC anytime during the year?     *                            

  •          to                         

  • Were you an educator? Eligible Teachers & Educators may deduct up to $300 for unreimbursed classroom expenses.        *   
    If yes, please provide statements/receipts below

  • Who was the educator?      Amount of Qualified Expenses:     

  • For NYS Residents Only: Were you a volunteer firefighter anytime during the year?     *                            

  • Who was the firefighter?   Please provide the:      &      

  • Make any estimated tax payments?      *         
    If yes, please provide payment details below     

  •  

  • Are you a Single Member LLC?         

  • 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.

    • BUSINESSES, FARMS, & PARTNERS OF A PARTNERSHIP (For Schedule C & F Filers Only)  

    • BUSINESSES, FARMS, & PARTNERS OF A PARTNERSHIP (For Schedule C & F Filers Only)

    • Name of Entity/Activity:       

    • EIN:       

    • Who does this Entity/Activity belong to?                  

    • *If using QuickBooks Online, please add us as your accountants using: OASTeam@rac-co.com
      **If using QuickBooks Desktop or an excel spreadsheet, please provide a copy of all necessary files

    • Did you have any business or farm activity in 2024 that was not held by a partnership or S-Corporation?         
      If yes,      
      Did you sell/dispose or trade in any assets in 2024 that were used for business purposes in prior years?        
      If yes, please provide all necessary information relating to this transaction
      Did you buy or inherit any assets in 2024 that were used by or for your business or farm during 2024?       
      IF yes, please provide all necessary information relating to this transaction
      Did you close or sell your business, farm or partnership interest in 2024?           
      If yes, please provide closing documents    
      Did you receive the Employee Retention Credit in 2024?       
      If yes, amount received:       

    • Fill out the below sections if you are a partner of a partnership (K-1), a farmer (Schedule F), or a business owner (Schedule C):
      Apply the information below to:                                  

    • Home Office Deduction  Information: 
      Square Footage of Home (livable): Square Footage of Home Office:
      Home Insurance:   Utilities:   
      Internet Service:    Repairs:   
      Cell Phone:        

    • Mileage Deduction Information*:   
      Year:           Date placed in service:      
      Make:         Total Miles Driven for the year**:     
      Model:    Business Miles Drive for the year:      
      *If you have mileage for more than one activity, please add this information to Other Notes and Comments below
      **This is the difference between your odometer read as of January 1 and December 31st

    • NOTES & OTHER RELEVANT INFORMATION

      (Use this section if you need more space than already provided)
    • END 
    • REAL ESTATE RENTALS (LANDLORDS) (For Schedule E Filers Only) 

    • REAL ESTATE RENTALS (LANDLORDS) (For Schedule E Filers Only)

    • Physical Address of Property:                   

    • Is this property held in an LLC?                     

    • Name of LLC:       

    • EIN:       

    • Who does this rental property belong to?                  

    • Did you have any rental activity in 2024 that was not held by a partnership or S-Corporation?         
      If yes,      
      Did you sell/dispose or trade in any assets in 2024 that were used for your rental(s) in prior years?        
      If yes, please provide all necessary information relating to this transaction
      Did you buy or inherit any assets in 2024 that were used by or for your rental property(ies) during 2024?       
      IF yes, please provide all necessary information relating to this transaction
      Did you buy or sell any rental properties in 2024?           
      If yes, please provide closing documents and all necessary and pertinent information    
      Did you have an outstanding mortgage on any rental property(ies) that you own as of the end of the year?          
      If yes, please provide all balances and interest expense details
      Did you make any payments requiring Form 1099?       
      If yes, did you or will you file the necessary Form(s) 1099?              

    • Only for those who said "None" to the accounting software question above:
      Use the below section to report all financial information relating to your rental property(ies):              

    • RENTAL ACTIVITY BY PROPERTY

      For additional rentals, please contact us for a template: info@rac-co.com

    • Physical Address of Property:                

    • General Information: 
      Number of Fair Rental Days: Number of Personal Use Days:
      Rents Received (for the year):      Royalties Received (for the year):   

    • Mileage Deduction Information:   
      Year:           
      Make:         
      Model:    
      Date placed in service:      
      Total Miles Driven for the year*:     
      Business Miles Drive for the year:      
      *This is the difference between your odometer read as of January 1 and December 31st

    • Expenses:   
      Advertising:   
      Cleaning & Maintenance:      
      Commissions:   
      Insurance:   
      Legal and Professional:   
      Management Fees:      
      Mortgage Interest:   
      Repairs:      
      Supplies:      
      Property Taxes:         
      Utilities:      

    •  
    • END 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Engagement & Next Steps

    • If you wish to have RAC file your tax return by the filing deadline of April 15, 2025, then we need all of your documents and materials by no later than Tuesday, March 25, 2025.

      To assist you in anticipating and gathering all of your 2024 tax documents. Please use our helpful Personal Income Tax Checklist and be sure to include this checklist when submitting your documents to us.

      Tax return preparation will not begin until all required materials have been received.

      Ig you need more time this year, please don't wait to request that we file an extension for your personal return. You can request that we file this extension any time before and up to April 15, 2025, online here: https://www.rac-co.com/1040extension

      Remember to upload a copy of the front and back of your driver's license(s).

    • Image-56
    •  
    • Should be Empty: