Top Wealth Group Personal Tax Quote Questionnaire

Top Wealth Group Personal Tax Quote Questionnaire

TEL: 737-888-0626 EMAIL: AARONLEETOPTAX.COM
Filling Status*
Name (First, Last Name)*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State of Residency*
Do you have income from state other than your residency state?*

YesNoI don't know
Phone Number*
Please enter a valid phone number.
Email*
example@example.com

Tax Forms*

	Do you have this tax form (Leave it blank if NO)	Quantity of this form (Leave it blank if NO)	From which state (Leave it blank if it's TX)
W-2 Employee Wages
Form1099-K Self-Employment (Owner)
Form1099-NEC Independent Contract
Form1099‑MISC – Miscellaneous Income
Form1099-INT Bank Interest
Form1099-DIV Dividends
Form1099-B Stock Transactions
SSA-1099 Social Security Benefits
Form1099-R Pension & Annuities
Form1099-G Unemployment Benefits
Form1095-A/B/C Health Insurance Statement
K-1s Share of income from S-corp, Partnership, Trust&Estates
Rental Properties
Form1098 Mortgage Interest Statement
Form1099‑S – Proceeds From Real Estate Transactions
Form1098-T Tuition Statement
Form1098‑E – Student Loan Interest Statement
Form1099‑Q – Payments From Qualified Education Programs (529 plans)
Form5498-IRA Contribution
Form8889 HSA Contribution & Distribution
Form5498‑ESA – Coverdell ESA Contribution
Form5498‑SA – HSA, Archer MSA, or Medicare Advantage MSA Information
W-2G Gambling Winnings
Form1099‑C – Cancellation of Debt
Form3921 – Exercise of an Incentive Stock Option Under Section 422(b)
Form3922 – Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
Form1042‑S – Foreign Person's U.S. Source Income Subject to Withholding