Tax Questionnaire
Tax Year
Did you File with us last year?
Yes
No
If no, please upload last year's tax return
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Personal Information
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Are you a U.S. Citizen or green card holder?
Yes
No
Please upload a valid form of ID, such as your Driver's License
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Marital Status
Please Select
Single
Married
Divorced
Legally Separated
Widowed
Occupation
Are you a full-time student?
Yes
No
Are you legally blind?
Yes
No
Are you totally and permanently disabled?
Yes
No
Can anyone claim you as a dependent?
Yes
No
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Spouse
Will you be filing jointly with a spouse?
Yes
No
If yes, please enter their information here.
If no, skip this page.
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Are they a U.S. Citizen or green card holder?
Yes
No
Please upload a valid form of ID, such as your Driver's License
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Are they a full-time student?
Yes
No
Are they legally blind?
Yes
No
Are they totally and permanently disabled?
Yes
No
Can anyone claim them as a dependent?
Yes
No
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Dependents
Will you be claiming any dependents?
Yes
No
If yes, please enter their information here.
If no, skip this page.
Dependent 1
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did they attend college this year?
Yes
No
If yes, upload their 1098-T (College Form)
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Dependent 2
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did they attend college this year?
Yes
No
If yes, upload their 1098-T (College Form)
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Dependent 3
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did they attend college this year?
Yes
No
If yes, upload their 1098-T (College Form)
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Dependent 4
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did they attend college this year?
Yes
No
If yes, upload their 1098-T (College Form)
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Dependent 5
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did they attend college this year?
Yes
No
If yes, upload their 1098-T (College Form)
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Income
Employment Status
Employed
Unemployed
Self-employed
Are you contributing to a 401k, IRA, or other pre-tax account?
Yes
No
Is this your first year with that pre-tax account?
Yes
No
Please select all forms of income for this tax year
Wages or Salary (W2 Income)
Dividend/Sale of Stocks
State Aid Income
Unemployment
Interest Income
Social Security Income
Pension/Retirement Income
Self-Employment Business Income
Rental Income
Farm Income
Alimony Received
Lottery or Gambling Income W-2G
Other
Upload all tax forms received (W2, 1099, etc.)
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Please select any expenses that pertain to you
IRAs
Education Expenses
Medical Expenses
Property Tax
Significant Loss or Theft
Alimony Paid
Mortgage Points (closing points)
Charitable Contributions
Bought or Sold a Home
Job Related Expenses
Moving Expenses
Child Care
Dependent's Tuition Expenses
Upload expense receipts here
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