Individual Tax Return Questionnaire"*" indicates required fieldsStep 1 of 616%Please Complete the Following (even if nothing has changed)Client Experience Associate (CEA)*To make sure your completed questionnaire gets to the right person, select your dedicated Client Experience Associate (CEA). If you don’t know that’s ok, please select Barb and she will get it into the right hands!Select Your CEABarb Howell - aka FrontdeskBrooke LabrieName* First Middle Last Address*Phone*Texting Phone (if different)Preferred Taxpayer Email* Preferred Spouse Email Banking InformationWould you like for your tax refund to be direct deposited and for taxes owed to be direct debited?* Yes NoDo we have your banking information on file from a prior year?* Yes Yes, but I would like to change my banking information NoPlease confirm the last four digits of your preferred bank account*Adding or updating your banking information* I will include a voided check with my source documentsHas something changed? Let us know!Things I'd really like my accountant to knowQuestionsPlease check as appropriate and include all necessary details and documentation. HINT: If you check YES, please provide documentation and/ or tell us more!Personal InformationDid your marital status change during the year? Yes NoPlease explain your marital status*Did your address change from last year? Yes NoPlease explain your address change*Can you be claimed as a dependent by another taxpayer? Yes NoWho can claim you as a dependent?*Did you change any bank accounts, or did routing transit numbers (RTN) and/or bank account number change for existing bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year? Yes NoI will provide a voided check*Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, please include the IRS letter with your source documents. Yes NoAdding your IRS IP PIN Letter* I will include my IRS IP PIN Letter with my source documentsDid you reside in or operate a business in a Federally declared disaster area? The Federally declared disaster areas include victims of hurricanes, tropical storms, floods, as well as wildfires. Yes NoI will provide my CP14 notice*Personal Information - Additional Comments/ExplanationsDependent InformationWere there any changes in dependents from the prior year? Yes NoPlease explain your change in dependents*Do you have dependents who must file a tax return? Yes NoWould you like us to prepare their return?*Do you have any children under age 19 or a full-time student under age 24 with unearned income in excess of $2,500? Yes NoThey will be required to prepare a separate return. Would you like us to prepare their return?*Did you provide over half the support for any other person(s) other than your dependent children during the year? Yes NoPlease describe this person and provide their name, birthday and SSN if claiming them on your return if eligible*Did you pay for child care while you worked, looked for work, or while a full-time student? Yes NoPlease provide the name, address, and EIN of provider with the source documents showing the total amount spent on childcare expenses*Did you pay any expenses related to the adoption of a child during the year? Yes NoI will upload name, SSN and birthdate of child, along with adoption date and support for qualified adoption expenses*Is there any other person(s) who lived with you more than half the year but not claimed by you last year? Yes NoDescribe this person*If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities? Yes NoI will provide the divorce decree with my supporting documents*Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? Yes NoAdding your dependents' IRS IP PIN Letter* I will include my dependents' IRS IP PIN Letter with my source documentsDependent Information - Additional Comments/ExplanationsPurchase, Sales and Debt InformationDid you start a new business or purchase rental property during the year? Yes NoPlease tell us more about your new business or rental property*Did you sell, exchange, or purchase any assets used in your trade or business? Yes NoPlease tell us more about your trade and business asset transactions*Did you acquire a new or additional interest in a partnership or S corporation? Yes NoPlease tell us more about your new S Corp intereste or partnership*Did you sell, exchange, or purchase any real estate during the year? Yes NoPlease tell us more about your real estate transactions*Did you purchase or sell a principal residence during the year? Yes NoI will include the purchase agreement and 1099-S with my source documents*Did you foreclose or abandon a principal residence or real property during the year? Yes NoPlease describe*Did you acquire or dispose of any stock during the year? Yes NoI will include all Forms 1099-B and year-end brokerage statements with my source documents*Did you take out a home equity loan this year? Yes NoWas the loan used to 1. improve, buy, or build you home, 2. Used for business purposes (home office improvements) or 3. Invested the funds*Did you refinance a principal residence or second home this year? Yes NoI will provide both 1098 forms – one from original loan and another from my refinance*Did you sell an existing business, rental, or other property this year? Yes NoPlease tell us more about your business or property transactions*Did you lend money with the understanding of repayment and this year it became totally uncollectable? Yes NoI will provide a statement with information about the debt, debtor, collection efforts and other with my source documentation*Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)? Yes NoI will provide Form 1099-C: Cancellation of debt if more than $600 in debt is forgiven*Did you purchase a new or previously owned clean vehicle this year that is eligible for the new clean vehicle credit? Yes NoAdding your proof of purchase of clean vehicle* I will include my purchase agreement from dealership which shows date of purchase and vehicle identification number (vin) with my source documentsDid you receive a Form 1099-K for the sale of personal property for a gain or loss? Yes NoI will provide Form 1099-K in my source documents*Purchase, Sales and Debt Information - Additional Comments/ExplanationsQuestions (Continued)Please check as appropriate and include all necessary details and documentation. HINT: If you check YES, please provide documentation and/ or tell us more!Income InformationDid you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer? Yes NoPlease describe*Did you receive any income from property sold prior to this year? Yes NoI will provide 1099-S and/or payment support with my source documentation*Did you receive any unemployment benefits during the year? Yes NoI will include Form 1099-G with my source documentation*Did you receive any disability income during the year? Yes NoI will include Form SSA-1099 with my source documentation*Did you receive any Medicaid waiver payments as difficulty of care during the year? Yes NoI will include Form 1099-C, 1099-MISC or Form W2-C with my source documentation with the understanding that these are excludable from my income*Did you receive tip income not reported to your employer this year? Yes NoI will provide my employer name, EIN, and total unreported cash tips amount with my source documentation*Did any of your life insurance policies mature, or did you surrender any policies? Yes NoI will include Form 1099-R with my source documentation*Did you receive any awards, prizes, hobby income, gambling or lottery winnings? Yes NoI will include any 1099-MISC, 1099-G or hobby income details with my source documentation*Did you receive any income considered to be nonemployee compensation? Yes NoI will provide Form 1099-NEC with my support documentation*Did you receive a Form 1099-K, 1099-Misc, 1099-NEC, or other income reporting statement for work performed, or for any other purpose? Yes NoAdding your 1099-K, 1099-Misc, 1099-NEC or other income statement* I will include my 1099-K, 1099-Misc, 1099-NEC or other income statements in my source documentsDo you expect a large fluctuation in income, deductions, or withholding next year? Yes NoPlease describe*Did you have any sales or other exchanges of digital assets (virtual currencies, crypto, NFTs, etc.), or used virtual currencies to pay for goods or services, or you are holding virtual currencies as an investment? Yes NoI will include Forms 1099-NEC, 1099-B and/or 1099-DA with my source documentation*Income Information - Additional Comments/ExplanationsRetirement InformationAre you an active participant in a pension or retirement plan? Meaning that you contribute through work. Yes NoDid you receive any Social Security benefits during the year? Yes NoI will include Form SSA-1099 with my source documentation*Did you make any withdrawals from an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Yes NoI will include Form 5498 with my source documentation*If yes, were any withdrawals due to a Federally declared disaster?* Yes NoDid you receive any lump-sum payments from a pension, profit sharing or 401(k) plan? Yes NoI will include Form 1099-R with my source documentation*Did you make any contributions to an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Yes NoI will include Form 1099-R with my source documentation*Did you make any qualified charitable contributions during the year? (meaning they went directly from your retirement account to the charitable organization) Yes NoTell us more about you charitable donations*Retirement Information - Additional Comments/ExplanationsEducation InformationDid you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year? Yes NoPlease describe*Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? Yes NoAdding your Form(s) 1098-T and receipts.* I will include my Form(s) 1098-T and receipts for qualified tuition and related expenses in my source documents.Did anyone in your family receive a scholarship of any kind during the year? Yes NoIf yes, were any of the scholarship funds used for expenses other than tuition, such as room and board?* Yes NoPlease describe and provide support with your source documents*Did you make any withdrawals from an education savings or 529 Plan account? Yes NoIf yes, were any of these withdrawals rolled over into an ABLE (Achieving a Better Life Experience) account?* Yes NoI will provide Form 1099-Q with my source documentation / I will provide Form 5498-QA and/or Forms 1099-QA with my source documentation*Adding Form 1099-Q* I will provide form 1099-Q with my source documents.Did you make any contributions to an education savings or 529 Plan account? Yes NoI will provide details with my source documentation that includes provider, total amount contribution, beneficiary and type of account(Private, State, or Coverdell EducationSavings Account (ESA))*Did you pay any student loan interest this year? Yes NoI will provide Form 1098-E with my source documentation*Did you cash any Series EE or I U.S. Savings bonds issued after 1989? Yes NoI will provide Form 1099-R with my source documentation*Would you like a worksheet to aid in the completion of a Free Application for Federal Student Aid (FAFSA) with the U.S. Department of Education? Yes NoEducation Information - Additional Comments/ExplanationsQuestions (Continued)Please check as appropriate and include all necessary details and documentation. HINT: If you check YES, please provide documentation and/ or tell us more!Health Care InformationDid you have qualifying health care coverage, such as employer-sponsored coverage or government- sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. Yes NoAdding your Form(s) 1095-B and/or 1095-C* I will include my Form(s) 1095-B and/or 1095-C in my source documents.Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? Yes NoAdding your Form(s) 1095-A* I will include my Form(s) 1095-A in my source documents.Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included in your family? Yes NoPlease describe*Did you make any contributions to a Health savings account (HSA) or Archer MSA? Yes NoI will provide Form 5498-SA with my source documentation*Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year? Yes NoI will include Form 1099-SA with my source documentation*Did you pay long-term care premiums for yourself or your family? Yes NoI will include Form 1099-LTC with my source documentation*Did you make any contributions to an ABLE (Achieving a Better Life Experience) account? Yes NoAdding your Form(s) 5498-QA* I will include my Form(s) 5498-QA in my source documents.Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account? Yes NoAdding Form(s) 1099-QA* I will include my Form(s) 1099-QA in my source documents.If you are a business owner, did you pay health insurance premiums for your employees this year? Yes NoI will provide Form 1095-C with my source documentation*Did you receive any Health Coverage Tax Credit (HCTC) advance payments? Yes NoAdding Form(s) 1099-H* I will include my Form(s) 1099-H in my source documents.Health Care Information - Additional Comments/ExplanationsItemized Deduction InformationDid you incur a casualty or theft loss or any condemnation awards during the year? Yes NoIf yes, did the loss occur in a Federally declared disaster area?* Yes NoI will provide my CP14 notice with my source documents*Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)? Yes NoI will provide documentation that includes name and address of each person or entity paid, amount and date of each payment and statement or itemized invoices with my source documents*Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)? Yes NoAdding evidence of charitable contributions* I will include evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made in my source documents.Did you donate a vehicle or boat during the year? Yes NoAdding Form(s) 1098-C or other proof of donation* I will include my Form(s) 1098-C or other written acknowledgment from the donee organization of my vehicle/boat donation in my source documents.Did you pay real estate taxes for your primary home and/or second home? Yes NoI will provide Form 1098 and/or year end Real Estate Tax bill with my source documents*Did you pay any mortgage interest on an existing home loan? Yes NoAdding Form(s) 1098* I will include my Form(s) 1098 in my source documents.Did you incur interest expenses associated with any investment accounts you held? Yes NoDid you make any major purchases during the year (cars, boats, etc.)? Yes NoPlease describe*Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax? Yes Noease describe, including the state the purchase took place*Itemized Deduction Information - Additional Comments/ExplanationsMiscellaneous InformationDid you make gifts of more than $18,000 to any individual? Yes NoPlease describe who the gift was made to and for how much with date(s).*Did you utilize an area of your home for business purposes? (Self-Employed, Gig Economy, etc. only, not for W2 employee) Yes NoSquare footage of home • Square footage of home office*Did you engage in any bartering transactions? Yes NoPlease describe the transaction, including the exchanges, dates and fair market value of each exchange value.*Did you retire or change jobs this year? Yes NoPlease describe*This field is hidden when viewing the formUntitledDid you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty? Yes NoI will provide detailed records and receipts of all expenses incurred with my source documents*Did you pay any individual as a household employee during the year? Yes NoPlease describe and indicate whether they received a Form W-2*Did you make energy efficient improvements to your main home this year? Yes NoPlease describe the work that was done to your main home • I will provide the contract/invoice with my source documents*Did you receive a distribution from, or were you a grantor or transferor for a foreign trust? Yes NoPlease describe*Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country? Yes NoPlease describe*Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? Yes NoPlease describe*Did you receive correspondence from the State or the IRS? Yes NoPlease explain your correspondence from the State or IRS*Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due? Yes NoI am on an installment plan • I need your help with getting my unfiled returns filed and balances paid*Are you an owner or do you control 25% of a company’s ownership interest for a company registered with the secretary of state or similar office before January 1, 2026? Yes NoDid you file its initial Beneficial Ownership Information Report (BOIR)?* Yes NoIf you were required to file a BOIR with the Financial Crimes Enforcement Network (FinCEN), and you did so, has any of the previously reported information changed (for either the reporting company or any of the beneficial owners?* Yes NoPlease describe*Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund. Yes NoMiscellaneous Information - Additional Comments/ExplanationsQuestions (Continued)Please check as appropriate and include all necessary details and documentation. HINT: If you check YES, please provide documentation and/ or tell us more!Estimated Tax PaymentsFederal EstimatesDid you pay any Federal Income Tax Quarterly Estimated tax payments?* Yes No1st Quarter - Payment Date (Federal)1st Quarter - Amount Paid (Federal)2nd Quarter - Payment Date (Federal)2nd Quarter - Amount Paid (Federal)3rd Quarter - Payment Date (Federal)3rd Quarter - Amount Paid (Federal)4th Quarter - Payment Date (Federal)4th Quarter - Amount Paid (Federal)Additional - Payment Date(s) (Federal)Additional - Amount(s) Paid (Federal)State EstimatesDid you pay any State Income Tax Quarterly Estimated tax payments?* Yes No1st Quarter - Payment Date (State)1st Quarter - Amount Paid (State)2nd Quarter - Payment Date (State)2nd Quarter - Amount Paid (State)3rd Quarter - Payment Date (State)3rd Quarter - Amount Paid (State)4th Quarter - Payment Date (State)4th Quarter - Amount Paid (State)Additional - Payment Date(s) (State)Additional - Amount(s) Paid (State)Without positive affirmation from you about your estimated tax payments, we cannot include them as paid in your return. Incorrect estimates claimed are the #1 reason for unnecessary, costly, and frustrating correspondence from the IRS and Commonwealth.Estimated Tax Payments - Additional Comments/ExplanationsTax Information Checklist – Schedules C & EIf you are filing either a Schedule C (Profit or Loss from Business) or Schedule E for Rental Real Estate, please address and answer the following questions ~ if you're not filing a Sch C or E, please disregard:Highlights of Tax Law to Prevent LiabilityThe Internal Revenue Service and the Massachusetts Department of Revenue have increased audits of tax returns which deduct automobile mileage. Most taxpayers do not keep a mileage log and are losing this deduction when audited. Below are the documents taxing authorities are looking for in an audit (indicate if you have):1) A log/diary of your business mileage showing the business miles traveled for the year, or in place of a log, a statement indicating the locations, frequency, business purpose and distance to the business sites indicated in the statement. Yes NoWould you like a copy of SPM mileage log?*2) Two receipts/documents showing mileage at the beginning (first receipt) and at the end (second receipt) of the year for each vehicle used for business purposes. These may be repair or oil change receipts, inspection slips or any other documents indicating mileage. Yes NoThe best way to get this is to get car serviced at the beginning and end of yearHow many vehicles will you be claiming deductions for?NoneOneTwoThree or MoreIn order to deduct automobile expenses on your tax return several questions must be filled in on the tax return. Please supply the following pieces of information in writing for each vehicle:Total Mileage (Vehicle #1)Business Mileage (Vehicle #1)Total Mileage (Vehicle #2)Business Mileage (Vehicle #2)Total Mileage (Vehicle #3)Business Mileage (Vehicle #3)If applicable, please provide additional vehicle total and business mileage in the Additional Comments/Explanations box below.Do you have written evidence (mileage log, etc.) to support your deduction(s)? Yes NoMeals & EntertainmentEffective January 1, 2018 as put in place by the “Tax Cuts and Job Acts” Entertainment expense are no longer tax deductible. The Internal Revenue Service requires taxpayers claiming meals as business expenses to maintain a log of the business purpose, the date and the amount (please keep receipts for your records). In order to deduct meals for business expense on your tax return, questions must be filled in on the tax return.Please supply the following information in writing:Deductible meals expense from your logForms 1099If you are filing either a Schedule C (Profit or Loss from Business) or Schedule E for Rental Real Estate (Supplemental Income and Loss) then please answer the following questions:Did you make payments in that would require you to file Form(s) 1099? Yes NoDid you or will you file all required Forms 1099? Yes NoSchedules C & E - Additional Comments/ExplanationsAny unanswered question is assumed to be a "No"
