Formulario de admisión 1040 - Pagos de estímulo

  • *Tax Preparation Client Intake Form*

    WWW.THELEGACYTAX.COM

  • PRIMARY TAXPAYER

  • Format: (000) 000-0000.

  • Are you a full-time / part-time student?
          

  • IF YES, did you receive the form 1098-T ? (Tuition form from college)
          

  • Are you totally and permanently disabled?
          

  • Are you legally blind?
          

  • Can you be dependent of other individual?
          

  • Do you have any dependent?
          

  • Employment Status

  • SPOUSE INFORMATION

  • Format: (000) 000-0000.

  • Are you a full-time / part-time student?
          

  • IF YES, did you receive the form 1098-T ? (Tuition form from college)
          

  • Are you totally and permanently disabled?
          

  • Are you legally blind?
          

  • Can you be dependent of other individual?
          

  • Employment Status

  • ANSWER THIS SECTION ONLY IF YOU WERE WIDOW(ER) IN 2022?

  • DATE OF DEATH
     - -

  • DEPENDENTS

  • Rows

  • HEALTH INSURANCE

  • Rows
    • SINGLE-HEALTH INSURANCE 
    • Rows
    • CHECK ALL THAT APPLY TO ALL MEMBER OF YOUR HOUSEHOLD
    • MFJ - NO DEPENDENT-HEALTH INSURANCE 
    • Rows
    • CHECK ALL THAT APPLY TO ALL MEMBER OF YOUR HOUSEHOLD
    • INCOME FORMS 

    • INCOME FORMS

      CHECK ONLY WHAT APPLY TO YOU. WE WILL UPDATE THIS INFORMATION ON THE TAX INTERVIEW.
    • What Income Tax Forms did you receive?

    • TAX RELATED QUESTIONS

      CHECK ONLY WHAT APPLY. WE WILL UPDATE THIS INFORMATION ON THE TAX INTERVIEW.
    • CHECK ONLY THOSE QUESTIONS WHICH ANSWER IS "YES"

    • IDENTITY THEFT VICTIM

      If you were victim of identity theft, please bring the letter IRS sent you with the Protected PIN #

    • HOMEOWNERS ► YOU NEED THE FOLLOWING SUPPORT DOCUMENTS TO DEDUCT YOUR REAL ESTATE DEDUCTIONS.

    • 3RD. ECONOMIC INPACT PAYMENT

    • DID YOU AND YOUR SPOUSE (IF MARRIED) RECEIVE 3RD STIMULUS INPACT PAYMENT OF THE $ 1,400? MARK ALL THOSE WHO RECEIVED THE PAYMENT
    • DID YOU RECEIVE 3RD STIMULUS INPACT PAYMENT OF THE $ 1,400 FOR ALL YOUR DEPENDENTS? PLEASE CHECK ALL THOSE YOU RECEIVED THIS PAYMENT FOR.

    • ADVANCE CHILD TAX CREDITS PAYMENTS

    • DID YOU RECEIVE ANY ADVANCE CHILD TAX CREDIT PAYMENTS RECEIVED FROM LETTER 6419. ONE LETTER FOR EACH: PRIMARY & SPOUSE

    • If yes, amount primary received on IRS letter 6419

    • If you are not sure about this question, please select one

    • PERSONAL ITEMIZED DEDUCTIONS

      MARK ALL THE PERSONAL QUALIFIYING DEDUCTIONS YOU HAD IN 2021. WRITE DOWNN THE AMOUNTS ON THE CHART (TABLE).
    • PLEASE SELECT ALL THAT APPLY TO YOU.
    • Rows

    • REAL ESTATE - RENTAL INCOME

      COMPLETE THIS TABLE ONLY IF YOU HAVE RENTAL INCOME PROPERTY
    • Rows

    • INDEPENDENT - SELF EMPLOYEED?

      FOR INDIVIDUALS WHO HAVE TO REPORT INCOME EARNED ON THE FORM 1099-NEC OR CASH.
    • Rows

    • IF THIS IS YOUR FIRST TIME AT LEGACY ACCOUNTING, PLEASE BRING THE LAST YEAR TAX RETURN COPY. WE NEED IT AS REFERENCE ONLY. THANK YOU!

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • ACKNOLEDGEMENT & SIGNATURE

    • I confirmed that all information I entered here is accurate and true. I allow Legacy Accounting and ACS Financial Services, Inc to capture my sensitive data like personal id, government ID, social security number (SSN), and any other tax related information. .

      By signing below, you acknowledge that you have read and understood your responsibilities by submitting your personal information. 

    • Date Signed
       - -
    •  
    • Should be Empty: