INGLÉS - 2024 - 1040 Formulario de admisión LARGO

2024 - Tax Preparation Client Intake Form

WWW.THELEGACYTAX.COM
PRIMARY TAXPAYER
This Interview is for Tax Year
What is your current filing status?
Primary Complete Name

First NameLast Name
Select Your Date of Birth

MonthDayYear
SSN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Email
example@example.com
Address

Street Address

Street Address Line 2

CityState

Zip Code
Occupation
Yes   No   Are you permanently or totally disabled?
Yes   No   Are you legally blind?
Yes   No   Can you be dependent of other individual?
Yes   No   Do you have dependents?
Yes   No   Are you a full or part time student?

Mark what best apply to you: Employed   Unemployed      Self-Employed   Retired
Are you a COLLEGE STUDENT who received a 1098-T, the annual Tuition Form from college?
SPOUSE INFORMATION
Spouse Complete Name
Select Your Date of Birth

MonthDayYear
SSN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What is your Email?
example@example.com
Occupation
Yes   No*   Are you permanently or totally disabled?
Yes   No*   Are you legally blind?
Yes   No*   Can you be dependent of other individual?
Yes   No*   Are you a full or part time student?

Mark what best apply to you: Employed   Unemployed      Self-Employed   Retired*
Are you a COLLEGE STUDENT who received a 1098-T, the annual Tuition Form from college?
ANSWER THIS SECTION ONLY IF YOU WERE WIDOW(ER) IN 2024
NAME OF THE DESEACED SPOUSE

First NameLast Name
SOCIAL SECURITY #
DATE OF DEATH

MonthDayYear
Date
DEPENDENTS
Dependents List
Is any o f your dependent(s)a COLLEGE STUDENT who received a 1098-T, the annual Tuition Form from college?
HEALTH INSURANCE
Health Insurance Coverage for Each Individual

INCOME FORMS

CHECK ALL THAT APPLY. WE WILL GO MORE IN DETAIL ON THE TAX INTERVIEW
WHAT TYPE OFF INCOME YOU HAVE TO REPORT? Please select all that applies
Date of original divorce or separation agreement

MonthDayYear
Date
TAX RELATED QUESTIONS

CHECK ALL THAT APPLY. WE WILL GO MORE IN DETAIL ON THE TAX INTERVIEW
CHECK ALL THAT APPLY.
RENTER ► How much rent did you pay for the year?
How long have you been living on this property?
# Years - Months
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.
PERSONAL ITEMIZED DEDUCTIONS

MARK ALL PERSONAL QUALIFIYING DEDUCTIONS YOU HAD FOR THE FILING YEAR. WRITE DOWN THE AMOUNTS ON THE TABLE BELLOW.
PLEASE SELECT FROM THESE DEDUCTIONS, WHICH ONES YOU PAID OUT OF POCKET DURING THE FILING YEAR

REAL ESTATE - RENTAL INCOME

COMPLETE THIS TABLE ONLY IF YOU HAVE RENTAL INCOME PROPERTY

BUSINESS INCOME / SELF EMPLOYEED?

FOR INDIVIDUALS WHO RECEIVED INCOME ON A FORM 1099-NEC, 1099-MISC OR CASH. e.g.: UBBER, LYFT, BABY SITTER, SUBCONTRACTORS, ETC.

Rows	Amount
Doctor Co-Pay's
Vision Test, Lenses, Surgery
Medicine Copay's
Dental Treatment (Not cosmetic)
Long Term Care Premiums
Home Mortgage Paid (Principal Residence)
Property Taxes (Principal Residence)
PMI - Premium Mortgage Insurance
Other Mortgage Interest
Other property taxes
Cash Contributions
Non - Cash Contributions (Information Needed)
Did you have any disaster loss? Just write total

Rows	Property A	Property B	Property C
POPERTY ADDRESS

Rows	Property A	Property B	Property C
Description

Your Business Expenses here:

Rows	Amount Paid
Business Materials
Materials and tools used in the business
Inventory costs
Contract Labor - Payments to independent contractors (Form 1099-NEC)
Advertising and Marketing
Insurance - General Liability
Insurance - Workers Compensation
Insurance - Errors and omissions (E&O) insurance
Insurance - Health insurance premiums for self-employed individuals
Office Supplies
Tax preparation fee
Legal professional fee
Car and Truck Expenses - Gasoline
Car and Truck Expenses - Tolls
Car and Truck Expenses - Parts
Car and Truck Expenses - Repair & Maintenance
Car and Truck Expenses - Parking
Car and Truck Expenses - Parking
Car and Truck Expenses - Car Wash
Car and Truck Expenses - Registration
Office Rent
Equipment Rental (e.g., copiers, machinery)
Utility - Telephone
Utility - Internet (for a dedicated workspace)
Utility - Electric and Gas (for a dedicated workspace)
Repairs and Maintenance (Fixing or maintaining business equipment, Office or shop repairs)
Licenses and Permits
Payroll - Employer Portion Taxes
Real estate taxes for business property
meals - 50% of the cost of meals during business meetings or travel
Memberships in professional organizations
Continuing education or certifications
Bank fees for business accounts
Software subscriptions (e.g., QuickBooks, Zoom)

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!
DO YOU HAVE ANY DOCUMENT TO SEND? UPLOAD THE HERE. ITS SAFE!

its easy, just scan your documents with your cellphone, ad drp them here.
Cancelof
ADDITIONAL COMMENTS
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 and 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

MonthDayYear
Date
Taxpayer Signature
Should be Empty:

Rows	Property A	Property B	Property C
RENTAL INCOME
Advertising
Auto & Travel
Landscaping / Snow Cleaning
Legal & Professional Fees
Mortgage Interest
Repairs
Property Taxes
Utilities: Water
Utilities: Heating Oil/Gas
Utilities: Sewer
Utilities: Electricity
Fire Alarm
Security Alarm
Security Camera System
Pest Control

Rows	Property A	Property B
RENTAL INCOME
Mortgage Interest
Property Taxes
Homeowners Association (HOA) Fees
Depreciation (for the property and furnishings used in the rental)
Utilities: Water
Utilities: Heating Oil/Gas
Utilities: Sewer
Utilities: Electricity
Trash and Recycling Services
Cleaning and Maintenance Costs
Lawn Care and Landscaping
Repairs and Improvements (Repairs are deductible; improvements may need to be depreciated)
Fire Alarm
Security Camera System and Security Alarm
Pest Control
Decorations and Furniture
Airbnb Commissions
Airbnb Service Fees
Advertising and Marketing Costs
Paid Out Services (1099 for Property Managers)
Insurance Premiums for Short-Term Rentals
Travel Expenses (if managing the property remotely)
Supplies and Amenities (Bedding, bath supplies, Kitchen Supplies etc)
Bank Fees (for separate accounts related to rental activity)
Legal Service
Accounting / Bookkeeping
Property Manager Software or Apps for Managing Rentals
Office Supplies
Telephone /Cellphone
Mileage (if using the car to maintain or manage the property)
Parking and Tolls

2024 - Tax Preparation Client Intake Form

PRIMARY TAXPAYER

SPOUSE INFORMATION

ANSWER THIS SECTION ONLY IF YOU WERE WIDOW(ER) IN 2024

DEPENDENTS

HEALTH INSURANCE

INCOME FORMS

TAX RELATED QUESTIONS

PERSONAL ITEMIZED DEDUCTIONS

REAL ESTATE - RENTAL INCOME

BUSINESS INCOME / SELF EMPLOYEED?

ACKNOLEDGEMENT & SIGNATURE