2025 Tax Return Questionnaire
Your Name
First Name
Last Name
Are you claiming any dependents in 2025? - IF YES ADDITIONAL SHEET REQUIRED
Yes
No
Did you or spouse receive any unemployment income? If yes, 1099G Required
Yes
No
Did you receive retirement or Social Security benefits? If yes please include Statement from SSA-1099/1099-R
Yes
No
Do you have Medicare? (Social Security health insurance)
Yes
No
Do you have a health insurance you pay out of pocket? (secondary/supplement)
Yes
No
Annual Amount
Do you have Long Term Health Care policy? (Nursing Home Insurance)
Yes
No
Names (separate with comma)
Cost Per Individual (separate with comma)
Did you purchase insurance through HealthCare.gov- Market Place? 1095-A Required
Yes
No
Have you received any of the following 1099's: (Forms Required)
1099-R - For distributions from Retirement accounts / including Roll Overs
Yes
No
1099-DIV - From Stock held
Yes
No
1099-INT - Interest Income from Banks, Stocks, ETC
Yes
No
QCD - Did you contribute to a Qualified Charitable Distribution - For those over age 70 (forms Required)
Yes
No
Did you have a self employed business?
Yes
No
Have you filed a Schedule C, E or F in previous tax year?
Yes
No
Did you use a credit card processor/Venmo/PayPal/Zelle or other Payment Apps for business? If yes, 1099-K form required
Yes
No
Did you have any gambling winnings/losses? (If yes W2G's document required)
Yes
No
Did you have any Electronic/Virtual Digital Currency transactions? (Need documentation)
Yes
No
Did you sell any stocks, bonds, mutual funds or other assets? 1099B from Required
Yes
No
Did you make any contributions (outside of payroll) to any IRA in 2024? (Documents required)
Yes
No
Educators - Do you qualify for educator expense? (300 Fed– 500 Iowa)
Yes
No
Amount Claiming
Did you make any cash donations?
Yes
No
Amount Claiming
Did you make any NON Cash donations? (GoodWill, Salvation Army, Referral Center, etc)
Yes
No
Value
Did you take early withdrawl or distributions from 401K and or Roll over a 401K — 1099-R Required
Yes
No
Do you have Mortgage Interest? 1098-INT Form Required
Yes
No
Do you have Real estate/Property Tax to deduct?
Yes
No
Will need to provide documentation OR dollar amount
If you live in ILLINOIS and pay property tax we will need your property ID #
Did you purchase any Residential Energy property? Will need proof of Energy Star Certification & Receipt. (Doors, windows, furnace, water heater, etc...)
Yes
No
Did you pay for daycare/child care expense? (Will need Name, SS/EIN, Address of provider & Amount)
Yes
No
Amount paid for each child (separate with comma) - Attach documents with tax papers in upload section at the bottom
Were any of your dependents, you or your spouse in college in 2024?
Yes
No
Did you pay college tuition/expenses for yourself or dependent in 2024? 1098-T Required & Receipts
Yes
No
Have you taken American Opportunity or Lifetime Learning Education Credit on previous tax returns?
Yes
No
Years taken per student
Did you contribute/withdraw money from an educational IRA or 529 plan? - Will need contribution letter/ 1098-Q Form Required
Yes
No
Did you pay interest on college loans? Will need to provide a 1098-E to report interest deduction
Yes
No
Did you have any debt cancelled/forgiven (credit card, etc.) or a mortgage principle reduction? 1099-C Form Required
Yes
No
Did you pay Registration fees/tuition for your dependents, grades K-12?
Yes
No
Amount paid for each student (separate with comma) - Attach documents with tax papers in upload section at the bottom
Did you contribute money to HSA account (Health Savings Account)? - 5498-SA and/or 1099-SA Forms Required
Yes
No
Did you operate any Rental Property during tax year?
Yes
No
Did you sell your primary home in 2024?
Yes
No
How long did you live there? **Need a copy of the closing statement for sale of home and for NEW home you purchased - Attach documents with tax papers in upload section at the bottom
Did you sell a second home or vacation home in 2024?
Yes
No
Have you moved to a different school district in 2024? - Need new school district(Iowa residents only)
Yes
No
Have you moved to a different state during 2024? – Need specific dates of residency
Yes
No
Specific dates of residency
Example: 01/01/2023 - 01/01/2024
Are you a member/beneficiary of an S-Corp, Partnership, Estate, Trust, Etc? Include all K-1
Yes
No
Did you make any Estimated Quarterly payments for this tax year to Federal and/or State?
Yes
No
Federal
Q1 Federal Date
Q1 Federal Amount
Q2 Federal Date
Q2 Federal Amount
Q3 Federal Date
Q3 Federal Amount
Q4 Federal Date
Q4 Federal Amount
State
Q1 State Date
Q1 State Amount
Q2 State Date
Q2 State Amount
Q3 State Date
Q3 State Amount
Q4 State Date
Q4 State Amount
Do you require a Federal Identity PIN # to file your taxes? (A new Pin Letter required each year)
Yes
No
Are you a Volunteer Fire Fighter/EMS? (Letter Required)
Yes
No
**We will need Documentation if claiming dependents other than your own children.
**We will need legal Documents if you are acting as a Power of Attorney for someone.
Do you want a Paper Copy or Email Copy of your Tax Return? (please check both boxes if both are needed)
Paper Copy
Email Copy
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