2024 Tax Questionnaire

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This Form will help you brainstorm all the tax documents and information you will need to gather to have a smooth and successful tax appointment.

You do not need to answer every question. If you are a returning client, then you only need to fill out questions that are relevant to you. For example, if you moved, please update your address.

This should be a faster way to provide us your information without having to print anything out!

Email us with any questions:

Blake: Blake@DaveJonesTax.Com

Dave: Dave@DaveJonesTax.Com

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Taxpayer 1: Full Name* This field is required.

First Name

Middle Initial

Last Name

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Taxpayer 1Please Include Basic Information

Date of Birth

Social Security Number

Email

Full Address: Street, City, State, Zip Code

Phone Number

4

Taxpayer 2Please Include Basic Information

Full Name: First Name, Middle Initial, Last Name

Date of Birth

Phone Number

Social Security Number

Email

Full Address: Street, City, State, Zip Code

5

Dependent 1Please Include Basic Information

Full Name: First Name, Middle Initial, Last Name

Date of Birth

Phone Number

Social Security Number

Relationship to Taxpayer: Ex. Son, Daughter, Grandchild, Parent, etc.

Months Lived in Home

Unearned Income over $2,600 in 2024?

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Dependent 2Please Include Basic Information

Full Name: First Name, Middle Initial, Last Name

Date of Birth

Phone Number

Social Security Number

Relationship to Taxpayer: Ex. Son, Daughter, Grandchild, Parent, etc.

Months Lived in Home

Unearned Income over $2,600 in 2024?

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Dependent 3Please Include Basic Information

Full Name: First Name, Middle Initial, Last Name

Date of Birth

Phone Number

Social Security Number

Relationship to Taxpayer: Ex. Son, Daughter, Grandchild, Parent, etc.

Months Lived in Home

Unearned Income over $2,600 in 2024?

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Dependent 4Please Include Basic Information

Full Name: First Name, Middle Initial, Last Name

Date of Birth

Phone Number

Social Security Number

Relationship to Taxpayer: Ex. Son, Daughter, Grandchild, Parent, etc.

Months Lived in Home

Unearned Income over $2,600 in 2024?

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More Than 4 Dependents?Provide their Full Name, Date of Birth, Relationship, and Social Security Number or ITIN Below

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Digital AssetsIn 2024: Did you receive, sell, exchange, gift, or otherwise dispose of a digital asset?

YESNO

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If you had health care coverage with a government Marketplace (Exchange) during 2024 then Please provide Form 1095-A, issued by the Marketplace. In some family situations you may have more than one 1095-A.

Upload your form 1095-A to your Online Folder.

You may need to request the form from your Health Insurance Agent/Broker.

If you are claiming someone on your return who was included on another taxpayer’s policy with a
Marketplace. If so, then you will also need a copy of that taxpayer’s 1095-A.

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How Many W2s For Your Household?Wages

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How Many 1099-INTs For Your Household?Interest

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How Many 1099-DIVs For Your Household?Dividends

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How Many 1099-Bs For Your Household?Capital Gains/Losses From Selling Stocks, Bonds, Real Estate, etc.

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How Many 1099-Rs For Your Household?Pensions, Annuities, Rollovers, IRA/401k/Retirement Distributions.

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How Many 1099-NEC/MISCs For Your Household?Self-Employment Income, Royalties, Rents, Etc.

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How Many K1s For Your Household?Income/Loss From Partnerships, S-Corporations, Trusts, Estates, Etc.

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Did Anyone In Your Household Receive Social Security Benefits?If so, please provide form SSA-1042S

YESNO

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Did Anyone in Your Household Receive Form 1099G?This could be from Gambling, Unemployment Compensation, or State Tax Refund

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If any of your income needs further explanation, please provide information below:

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Did your children/dependents receive any Child Care (that you paid for)?Dependent Care Benefits

Names of Children

Name of Business or Caretaker

EIN of Business or Social Security Number of Caretaker

Address of Business or Caretaker

Amount Paid Per Child

Did you receive dependent care benefits through your employer?

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Did You Make Any Federal Estimated Tax Payments?Specify the Date and Amount of Payments

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Did You Make Any State Estimated Tax Payments?Specify the Date and Amount of Payments

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Education ExpensesPlease Upload Form 1098-T To Your Online Folder

Did you or a dependent attend higher education in 2024: College or Tech

Please add any expenses from required supplies, books, or equipment for your education (those not reflected of your 1098-T)

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Itemized DeductionsMedical Expenses, Real Estate Taxes, Mortgage Interest, Charitable Contributions

Input the total medical expenses PAID in 2024. This DOES NOT include health insurance premiums nor Medicare premiums.

Real Estate Taxes (personal properties only)

Mortgage Interest

Charitable Contributions

Non Cash Donations: Ex Goodwill/Savers/Deseret Industries

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IRA ContributionsSEP, SIMPLE, Traditional, or Roth IRAs

Taxpayer 1 Traditional IRA, SEP IRA, or SIMPLE IRA Contributions

Taxpayer 1 Roth IRA Contributions

Taxpayer 2 Traditional IRA, SEP IRA, or SIMPLE IRA Contributions

Taxpayer 2 Roth IRA

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Did You Pay Any Student Loan Interest in 2024?Please upload form 1098-E

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Were You Divorced Before 2018 And Paid or Received Alimony in 2024?Please provide Name To Whom/From Whom, Amount Paid, Date of Divorce

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Did you Sell Your Primary Residence in 2024?

YESNO

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Did You Move States in 2024? (State Residency)Provide the date of move, the state you left, and the state you moved to.

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Bank Account Information For Direct DepositIf not filled out and you are due a refund, then you'll receive a check in the mail.

Checking or Savings

Account Number

Routing Number

Name of Bank

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If you had a business, please upload your Profit & Loss for the business. Typically this is from Quickbooks or whoever helps with bookkeeping.

If you do not have a Profit & Loss, then you can use our sample Profit & Loss worksheet provided at www.davejonestax.com.

Go To Resources and Download Either:

Business Profit & Loss (PDF)

Real Estate Profit & Loss (PDF)

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Business Use of Home:

Did you use any part of your home regularly and exclusively for business?
Yes     No

Total Area of Home

Total Area of Home Business Office

Did you make any repairs to your home in 2024?
Yes     No

How much did the repairs cost?

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2024 Business Vehicle UseCar 1

Make

Model

Year

Date of Purchase

Purchase Price

Business Vehicle Miles

Total Vehicle Miles

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2024 Business Vehicle UseCar 2

Make

Model

Year

Date of Purchase

Purchase Price

Business Vehicle Miles

Total Vehicle Miles

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Please Elaborate on Any of Your Tax Data or Ask Any Questions You May HaveFor example, include facts and circumstances we should be aware of to properly prepare your tax return.