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 Name

Last Name

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Taxpayer 1:

Date of Birth

Social Security Number or ITIN

Email

Street Address     Address Line 2     City     State     Zip

Area Code     Phone Number

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Taxpayer 2:

First Name     Last Name

Date of Birth

Social Security Number or ITIN

Email

Area Code     Phone Number

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Dependent 1:

First Name     Last Name

Date of Birth

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

Social Security Number or ITIN

Months Lived in Home

Unearned Income Over $2,600?
Yes     No

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Dependent 2:

First Name     Last Name

Date of Birth

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

Social Security Number or ITIN

Months Lived in Home

Unearned Income Over $2,600?
Yes     No

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Dependent 3:

First Name     Last Name

Date of Birth

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

Social Security Number or ITIN

Months Lived in Home

Unearned Income Over $2,600?
Yes     No

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Dependent 4:

First Name     Last Name

Date of Birth
Relationship: Ex. Son, Daughter, Parent, Grandchild, etc.
Relationship: Ex. Son, Daughter, Parent, Grandchild, etc.

Social Security Number or ITIN

Months Lived in Home

Unearned Income Over $2,600?
Yes     No

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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. 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)

Names of Children Receiving Child Care

Name of Person or Company That Provided Care

Street Address     Address Line 2     City     State     Zip

Amount Paid Per Child

Social Security Number or EIN of Person/Company

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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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Did You or A Dependent Attend Higher Education in 2024: College or Tech School?
Yes No

Please Upload Form 1098-T To Your Online Folder

Please Add Any Additional Expenses That Were Required By The School/Classes. For example, laptop, books, supplies not included in 1098-T

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Please Input The Total Medical Expense You Paid in 2024
This does not include your insurance premiums through a W2 Job or Business.

Real Estate Taxes

Home Mortgage Interest

Charitable Contributions to a 501c(3) Charity

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Taxpayer 1: Traditional IRA Contributions Taxpayer 1: Traditional IRA Contributions

Taxpayer 2: Traditional IRA Contributions

Taxpayer 1: SEP IRA Contributions

Taxpayer 2: SEP IRA Contributions

Self-Employed Health Insurance Premiums

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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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If You Would Like Your Tax Refund Deposited Directly Into Your Bank, the Provide The Following: (unless it's the same information as last year)

Checking     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:

Profit & Loss (PDF)

Profit & Loss (Excel)

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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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Automobile Use in 2024: Business Use

Car 1:
Make
Model
Year
Date of Purchase
Purchase Price
Business Mileage
Total Mileage

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Automobile Use in 2024: Business Use

Car 2 (if relevant):
Make
Model
Year
Date of Purchase
Purchase Price
Business Mileage
Total Mileage

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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.

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