File Update for Returning Tax Clients for 2023

1
Main Tax Payers Full Name
First Name
Last Name
2
Will the address on your 2024 Federal return be different from the one shown on your 2023 return?
YES (fill out address below )
NO
3
*Skip if no Change in Address
Street Address
Street Address Line 2
City
State / Province
Postal / 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
4
E-mail
example@example.com
5
Cell Phone Number
6
Date of Birth
Date
Month
Day
Year
7
Main Tax Payers Social security number
8
How will you file your taxes and Pay The Tax Prep Fees ? Pay Upfront or pay through your Refund (EPS Bank)Are you going to Pay Up front or pay through your Refund (EPS Bank)
Pay for preparation fees up front
Pay preparation fees through Tax Refund (EPS)
Want more information on Getting A refund advance form $250 to $6000 before full refund comes in
9
If Refund going to your Bank Account is it the same bank Account as last year ?
YES
NO
10
If Bank Account Changed provide New Routing Number
Routing Number
11
If Bank Account Changed provide New Account Number
Account Number
12
What Type of account will refund going into ? Checking or Savings
Checking
Savings
13
Do You have all your W2's ?
Yes and Do NOT HAVE any other tax Forms besides a W2 for income
YES and Have Other Income Tax Forms to file
No - Have More W2's to drop off or send in
14
Did you work at more than 1 job ?
YES
NO
15
Did you have any Unemployment income and have Your 1099 G ?Need to get my 1099 G off website, Will not be mailed .(https://www2.ctdol.state.ct.us/1099login/english/commonlogin/commonlogin.aspx)
YES
NO
Will Need to drop off or send in
16
Do you have any 1099 R income forms to file ?
YES
No
Will Need to drop off or send in
17
Do You Have Social Security Income to report and have forms (SSI &SSDI) ?
YES
No
Will Need to drop off or send in
18
Did you have Collage Tuition Fee pain in 2020 (1098 T ) (1098 E) ?
YES
No
Will Need to drop off or send in
19
Did you have Mortgage Interest and taxes to Claim (1098) ?
YES
No
No- Will Need to drop off or send in
20
Will your filing status be the same as last year (2022 Tax Year)?
YESNO
21
Are You Filling as Head of Household and claiming a Dependent a head of household is generally an unmarried taxpayer who has dependents and pays for more than half the costs of the home and everyone who resides there. This tax filing status commonly includes single parents and divorced or legally separated parents (by the last day of the year) with custody.
YESNO
22
If You are Filling Head of Household The IRS could require additional information/documentation if you are divorced, legally separated, or married and did not reside with your spouse the last 6 months of the year to determine if you qualify for the head of household filing status
Never married
Spouse deceased
Divorced or separated
Married but lived apart from spouse during the last 6 months of the year and had no support from spouse
Have a Separation agreement
23
Do Have any Dependents to Claim
YESNO
24
Do you have any new Dependents to add to return or Take off ?(If adding, please provide their information , on next screen below )
NO
Yes Add a Dependent
Yes Remove a Dependent
25
What are The Dependents Names being claimed (If you are adding, please provide date of Birth and SS # not just name ) if removing put next to name remove
26
If you are claiming Children do you have Proof they live with you ? (School Letter, Dr Letter, Health Insurance forms , 1095 B, Husky Forms, DSS benefits form)
YES
NO
I still need to get proof and send to office
27
Do you support more than 50% of the dependents care that you are claiming ?
YESNO
28
Can you provide any of the following documentation to prove that your child lived with you for more than half of the year If the IRS requested Proof? ( ) School Records ( ) Doctors Records( ) Social Service Records ( ) Medical Cards ( ) Daycare records( ) 1095 B,C
YESNO
29
Can any other person or another parent of the dependent your claiming can be claimed as dependent by them for EIC For Child (1) (2) (3)
YESNO
30
Do both parents of the children being claimed, reside together in the same household -- For Child (1) (2) (3) (if NO for any dependent, answer next question )
YESNO
31
If The Other Parent(s) of the children being claimed, do not reside with You where does the other parent reside if known
32
Does the other parent have Custody of the Child(s)
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
33
( Qualify Child Age Test) At the end of the filing year, your child was younger than age 19 OR your child was younger than age 24 and a full-time student OR your child was any age and permanently disabled (Answer should be YES - If No dependent may not Qualify) (Answer should be YES - If No dependent may not Qualify)
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
34
Qualify Child Income Test (Only Answer if a Child is over 18 years old and not a Full-time Student or over age 24 ) If the dependent is over 18 and not in school full-time, did they make more than $5050 yr or If the dependent is over 24 did they make more than $5050 yr (Answer should be NO - If Yes dependent may not Qualify)(Answer should be NO - If Yes dependent may not Qualify)
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
35
(Qualify Child Relationship Test ) The Dependent is Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild Brother, sister, half-brother, half-sister, step-brother, step-sister or a descendant of any of them such as a niece or nephew (Answer should be YES - If No dependent may not Qualify)(Answer should be Yes - If No dependent may not Qualify)
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
36
IMPORTANT: Do You Understand if a Qualifying Child of More Than One Person. If the parents don’t file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year. Do You Understand The Tiebreaker Yes or No
YESNO
37
Did you Pay property Taxes in CT during 2023 ?If So next screen put how much you paid to get a CT tax Credit up to $300
YES
NO
38
If Paid Property Taxes, How much did you pay
39
Did you, your spouse, or a dependent enroll in health insurance through Access Health and pay a Monthly Premium?
YES
NO
If I yes , I have the 1095 A with tax forms
40
Do You Feel You are Paying to much For You Auto or Home Insurance?
YES
NO
41
If you rent ,did ever see if you can qualify for Buying a New Home ?
YES
NO
42
If you have no Life insurance or if you have life insurance would like more information on Life Insurance Quotes
YES
NO
43
SignatureAll the information is true and correct, and I / we understand that the information given on this questionnaire will be used to complete my / our 2024 tax return(s). I / We agree to hold this company harmless for any errors that they may make on my / our tax return. I / We also understand that error on my / our return will cause a delay in the processing of the return and the receipt of the refund, if any
Clear
Should be Empty: