2024 QUESTIONNAIRE
Personal Information
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Did your marital status change during the year?
Please Select
Yes
No
If yes, please explain:
Did your address change from last year?
Please Select
Yes
No
If yes, please provide new address.
Can you be claimed as a dependent by another taxpayer?
Please Select
Yes
No
If yes, whose?
Did you change any bank accounts, or did routing transit numbers (RTN) and/orbank account number change for existing bank accounts that have been usedto direct deposit (or direct debit) funds from (or to) the IRS or other taxing authorityduring the tax year?
Please Select
Yes
No
If yes, please provide the new information.
Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you beena victim of identity theft?
Please Select
Yes
No
If yes, attach the IRS letter.
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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 and other disaster situations.
Please Select
Yes
No
Are you filing as head of household? If yes, please answer the following question.
Please Select
Yes
No
As of the last day of 2024, are you unmarried or considered unmarried and providemore than half the cost of keeping up a home for a dependent?
Please Select
Yes
No
n/a
Business Information
Did you start a new business during the year?
Please Select
Yes
No
If yes, please provide income and expense details, purchase agreements and statements.
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Do you have records to support travel, meals or gift expenses incurred in yourbusiness? The law requires that adequate records be maintained for travel, meals, andgift expenses. The documentation should include the amount, date and time, place,business purpose, description of expense and business relationship of recipient(s).Note that entertainment expenses are not deductible, and meals provided by therestaurant may be 50% deductible.
Please Select
Yes
No
Did you make any payments during the year that would require you to file Forms1099?
Please Select
Yes
No
If yes, did you file Forms 1099? Note: In general, Form 1099 will be requiredto be issued to each unincorporated business/person to whom was paid at least$600 for services.
Please Select
Yes
No
Did you sell, exchange, or purchase any assets used in your trade or business?
Please Select
Yes
No
If yes, please provide the invoice or the description, date, cost and sales price per transaction.
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Did you sell an existing business or other property this year?
Please Select
Yes
No
If yes, please provide theclosing statement.
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Did you utilize an area of your home for business purposes? If yes, see our websitewww.mcilvain.net for the "Home Office Expense List Calculation Worksheet" andinformation regarding deductibility of home office.
Please Select
Yes
No
Dependent Information
Were there any changes in dependents from the prior year?
Please Select
Yes
No
If yes, provide name, relation, date of birth and Social Security number for each.
Is your dependent a citizen, national, or resident of U.S?
Please Select
Yes
No
Did dependent live with you for more than half the year?
Please Select
Yes
No
Did you provide over half the support for the dependent?
Please Select
Yes
No
Can anyone else claim the child as a dependent?
Please Select
Yes
No
Do you have any children under age 19 or a full-time student under age 24 withunearned income in excess of $2600?
Please Select
Yes
No
If yes, provide 1099-INT/1099-DIV
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Do you have dependents who must file a tax return? (Note: unearned income greaterthan $2600 and/or for earned income greater than $14,600 requires a tax return.)
Please Select
Yes
No
Did you provide over half the support for any other person(s) other than yourdependent children during the year?
Please Select
Yes
No
If yes, provide name, SSN, and relationship.
Did you pay for child care while you worked, looked for work, or while afull-time student?
Please Select
Yes
No
If so, provide the name, address, and Tax ID of each provideralong with the amount paid to them.
Is there any other person(s) who lived with you more than half the year but notclaimed by you last year?
Please Select
Yes
No
Did you pay any expenses related to the adoption of a child during the year?
Please Select
Yes
No
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?
Please Select
Yes
No
If so, please provide the documentation.
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Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS orhave they been a victim of identity theft?
Please Select
Yes
No
If yes, attach the IRS letter.
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Purchases, Sales and Debt Information
Did you acquire a new or additional interest in a partnership or S corporation?
Please Select
Yes
No
Did you sell, exchange, or purchase any real estate during the year?
Please Select
Yes
No
If yes, please provide the closing statements.
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Did you refinance a principal residence or second home, or did you take out a homeequity loan?
Please Select
Yes
No
Provide closing statement and Form 1098.
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Did you surrender any U.S. Savings Bonds, or did they mature?
Please Select
Yes
No
If yes, did you use the proceeds from Series EE U.S. savings bonds purchased after1989 to pay for higher education expenses?
Please Select
Yes
No
Did you acquire or dispose of any stock during the year? Please provide cost basisand 1099 statement.
Please Select
Yes
No
Were you granted, or did you exercise any stock options?
Please Select
Yes
No
Were you granted, or did you exercise any stock options?
Please Select
If yes, provide details.
Were you granted any restricted stock?
Please Select
Yes
No
If yes, provide details.
Did you have any debts canceled or forgiven this year, such as home mortgage orstudent loan(s)?
Please Select
Yes
No
Did you receive any income from legal proceedings?
Please Select
Yes
No
If so, please provide necessary information.
Did you purchase a qualified plug-in electric drive vehicle or qualified fuel cellvehicle in 2024?
Please Select
Yes
No
Please provide sales invoice and manufacturer information.
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For any property you own, did you make any energy efficient improvements (e.g.,any water heating, solar electric, fuel cells, small wind energy or geothermal heatpump improvements/additions)?
Please Select
Yes
No
Income Information
Did you have any foreign income or pay any foreign taxes during the year, directlyor indirectly, such as from investment accounts, partnerships or a foreign employer?
Please Select
Yes
No
Did you receive any unemployment benefits during the year?
Please Select
Yes
No
Did you receive any disability income during the year?
Please Select
Yes
No
If so, provide information.
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Did any of your life insurance policies mature, or did you surrender any policies?
Please Select
Yes
No
Did you receive any awards, prizes, hobby income, gambling or lottery winnings?
Please Select
Yes
No
If yes, provide gross income amounts, any 1099s received, and amount of anygambling losses.
Did you receive any income considered to be non-employee compensation?
Please Select
Yes
No
If so, please provide 1099s.
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Do you expect a large fluctuation in income, deductions, or withholding next year?
Please Select
Yes
No
If yes, please explain.
Did you have any transactions in digital assets (e.g., virtual currencies such asBitcoin, non-fungible tokens, virtual real estate, and similar assets)?
Please Select
Yes
No
If yes, please provide details.
Did you have any income generated from states other than Texas?
Please Select
Yes
No
If yes, please provide state information.
Did you collect on any installment contract during the year?
Please Select
Yes
No
If yes, provide details.
Retirement Information
If you or your spouse have self-employment income, do you want to make a retirementplan contribution?
Please Select
Yes
No
Did you receive any Social Security benefits during the year?
Please Select
Yes
No
If so, please provide 1099.
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Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP,401(k), or other qualified retirement plan?
Please Select
Yes
No
Please provide 1099.
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Did you receive any lump-sum payments from a pension, profit sharing or401(k) plan?
Please Select
Yes
No
Did you make any contributions to a traditional IRA?
Please Select
Yes
No
If yes, please provide amounts by person.
Did you make any contributions to a Roth IRA?
Please Select
Yes
No
If yes, please provide amounts by person.
Did you make any contributions to a Keogh, SIMPLE, SEP, 401(k), or otherqualified retirement plan?
Please Select
Yes
No
If yes, provide 1099.
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Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a ROTH IRA in2024?
Please Select
Yes
No
If yes, provide 1099R.
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Did you make any qualified charitable distributions (QCD) during the year?(i.e., charitable contributions paid directly from your IRA required minimumdistribution.)
Please Select
Yes
No
Education Information
Did you, your spouse, or your dependents attend a post-secondary schoolduring the year, or plan to attend one in the coming year?
Please Select
Yes
No
Did you have any educational expenses during the year on behalf of yourself,your spouse, or a dependent?
Please Select
Yes
No
If yes, attach any Form(s) 1098-T and summaryof qualified tuition and related expenses.
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Did anyone in your family receive a scholarship of any kind during the year?
Please Select
Yes
No
Did you make any withdrawals from an education savings or 529 Plan account?
Please Select
Yes
No
If yes, please provide 1099.
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Did you pay any student loan interest this year?
Please Select
Yes
No
Did you incur expenses as an elementary or secondary educator? If so, how much?
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. If
Please Select
Yes
No
If yes, attach any Form(s) 1095-B and/or 1095-C you received.
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Did you enroll for lower cost Marketplace Coverage through healthcare.gov underthe Affordable Care Act? If yes, attach any Form(s) 1095-A you received.
Please Select
Yes
No
Did you or your spouse make any contributions to a Health savings account (HSA)or Archer MSA?
Please Select
Yes
No
If yes, please provide documentation.
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Did you receive any distributions from a Health savings account (HSA), ArcherMSA, or Medicare Advantage MSA this year?
Please Select
Yes
No
If yes, provide 1099-SA.
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If you received HSA distributions, were all funds used for qualified medicalexpenses?
Please Select
Yes
No
Did you pay long-term care premiums for yourself or your family?
Please Select
Yes
No
If you are a business owner, did you pay health insurance premiums for youremployees this year?
Please Select
Yes
No
Itemized Deduction Information
Did you incur a casualty or theft loss or any condemnation awards during theyear?
Please Select
Yes
No
If yes, provide details any any insurance proceeds received.
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Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?
Please Select
Yes
No
If yes, please provide a summary of expenses.
Please Select
Yes
No
Did you make any cash or non cash charitable contributions (clothes, furniture,etc.)?
Please Select
Yes
No
If yes, please provide evidence such as a receipt from the donee organization, acanceled check, or record of payment, to substantiate all contributions made.
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Did you donate a vehicle or boat during the year?
Please Select
Yes
No
If yes, attach Form 1098-C or other written acknowledgment from the donee organization.
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Did you pay real estate taxes for your primary home and/or second home?
Please Select
Yes
No
Please provide documentation.
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Did you pay any mortgage interest on an existing home loan?
Please Select
Yes
No
If yes, attach any Form(s) 1098 you received.
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Did you incur out-of-pocket (not already listed on investment statement) interestexpenses associated with any investment accounts you held?
Please Select
Yes
No
If yes, provide documentation of amount paid.
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Did you make any major purchases during the year (cars, boats, etc.)?
Please Select
Yes
No
If yes,attach sales agreement reporting sales tax amount paid.
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Miscellaneous Information
Did you make gifts of more than $18,000 to any individual?
Please Select
Yes
No
Did you retire or change jobs this year?
Please Select
Yes
No
Did you incur moving costs because of a permanent change of station as a memberof the Armed Forces on active duty?
Please Select
Yes
No
Did you pay $2,700 or more to any individual as a household employee during theyear? IRS regulations for household employees can be found by searching onlinefor Publication 926 at irs.gov - Household Employer's Tax Guide
Please Select
Yes
No
Did you receive a distribution from, or were you a grantor or transferor for a foreigntrust?
Please Select
Yes
No
If yes, please provide financial information or statements.
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Did you have a financial interest in or signature authority over a financial accountsuch as a bank account, securities account, or brokerage account, located in aforeign country?
Please Select
Yes
No
If yes, provide foreign financial institution's address, accountnumber and maximum value in the account during 2024.
Please Select
Yes
No
Do you have any interest in specified foreign financial assets valued at more than$50,000 on the last day of the tax year or more than $75,000 at any time during thetax year?
Please Select
Yes
No
If yes, please provide the necessary information.
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Did you receive correspondence from the State or the IRS?
Please Select
Yes
No
If yes, provide all necessary correspondence.
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Do you or your spouse want to designate $3 to the Presidential Election CampaignFund?
Please Select
Yes
No
If you check yes, it will not change your tax or reduce your refund.May IRS discuss your tax return with your preparer?
Please Select
Yes
No
An ELECTRONIC copy of your 2024 tax return will be provided to you; do youalso want a paper copy of the return?
Please Select
Yes
No
Did you make estimated tax payments?
Please Select
Yes
No
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 Jan. 1, 2024?
Please Select
Yes
No
Do you plan to become an owner of 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 Jan 1, 2024?
Please Select
Yes
No
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