• Due Diligence Filing Status Questionnaire

  • Filing Status Confirmation Notice
    The filing status determined from your responses in this questionnaire will be used as the official filing status for your client intake form and the preparation of your tax return. By continuing, you confirm that this filing status accurately reflects your situation and authorize us to rely on it for intake, compliance, and filing purposes unless updated documentation is provided.

  • MARITAL STATUS

    Note: IRS determines marital status as of December 31.
  • 1. What was your legal marital status on December 31 of the tax year?*

  • SPOUSE DETAILS

    IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A”
  • 2. Are you currently living with your spouse?*
  • 3. Did you live apart from your spouse for at least 6 months of the year?*
  • 4. Did your spouse have income during the tax year?*
  • 5. Does your spouse agree to file a joint tax return with you?*
  • 6. Were you married during 2025 and your spouse passed away, and you did NOT re-marry?*

  • DEPENDENTS & HOUSEHOLD

    IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A”, “NO”, and do NOT select a dependent type!
  • 7. Did anyone live with you in your home for more than half of the year?*
  • 8. Please select all that apply (if yes):
  • 9. Did you provide more than 50% of the household expenses for the year?*
  • 10. Was this person financially dependent on you?*

  • QUALIFYING PERSON TEST

    IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A” Or “NO”
  • 11. Was the dependent under age 17 at the end of the year?*
  • 12. If a student, were they under age 24 and enrolled full-time for at least 5 months?*
  • 13. Is the dependent permanently and totally disabled?*

  • SPECIAL SITUATIONS

    IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A” Or “NO”
  • 14. Did you pay more than half the cost of keeping up your home?*
  • 15. Were you legally separated or divorced by court decree?*

  • Based on your responses, your filing status appears to be:

  • Acknowledgment of Filing Status Determination

    I acknowledge that the filing status displayed above is based solely on the information I have provided in this questionnaire. I certify under penalty of perjury that all answers are true, complete, and accurate to the best of my knowledge.

    I understand that filing status is subject to verification under IRS due-diligence requirements and that providing incorrect or misleading information may result in delays, penalties, denial of credits, amended returns, or rejection of my tax filing.

     I further acknowledge that Helping Individuals Maximize (HIM Tax Pros) relies on my responses to comply with IRS regulations, including but not limited to due diligence obligations, and is not responsible for inaccuracies resulting from omitted or false information. If you are unsure of your results, reach out to your tax pro before submitting this form.

  • Today's Date:*
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  • WAIT BEFORE YOU SUBMIT! PLEASE READ THE QUESTION BELOW SO WE CAN BETTER ASSIST YOU!

  • Are you missing any documents?*

  • WAIT YOU ARE NOT FINISHED! AFTER YOU SUBMIT THIS FORM, YOU WILL BE RE-DIRECTED TO COMPLETE YOUR CLIENT INTAKE FORM! THIS NEXT STEP IS VERY IMPORTANT! PLEASE COMPLETE NEXT FORM!

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