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Individual Tax Return Questionnaire
These
forms are .PDF files. The Personal Data form is 'fill in' then
print. All other forms are print then manually fill in. |
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Personal Data |
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Personal data required to complete your
return. |
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Income |
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Did you have
other income not usually reported on a W-2, 1099, etc.
Examples include
alimony, scholarships, tip income, jury duty, rental of personal
property, seller-financed mortgage interest, interest received on
personal loans, etc. |
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Have foreign income or
pay any foreign taxes |
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Receive stock from a
stock bonus plan |
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Exercise stock options |
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Child and/or Dependent
Care Expenses |
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Complete this form if you had any child
or dependent care expenses |
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Retirement Plans |
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Make or plan to make IRA contributions |
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Make or plan to make Roth
IRA contributions |
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Convert
an IRA into a Roth IRA |
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Are you or your spouse
eligible for a retirement plan at work |
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Homes & Real Property |
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Do you own your home |
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Did you refinance |
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Buy/sell a principal
residence |
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Medical |
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Have medical
expenses |
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Have mileage
records regarding trips to doctors, dentists, etc. |
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Did you participate in
a Medical Savings Account |
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Did you participate in
a Health Savings Account |
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Charity |
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Made cash
donations |
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Use your auto for
charitable purposes |
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Made non-cash charitable donations |
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Job Related
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Move to get closer to
new job |
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Have any non-reimbursed
employee
(including partnership) business expenses |
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Use your car in your job |
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Have a home office |
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Education Expenses |
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Attend college or
vocational school |
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Education Expenses –
Tuition, Educator Expenses, student loan interest, tuitions received |
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Did you contribute to a
prepaid tuition plan |
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Pay interest on a
student loan for yourself, spouse or dependents |
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Cash in EE or I Bonds
purchased after 1989 to pay for higher education expenses |
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Miscellaneous |
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Pay any individual for
domestic services |
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Gain/loss on property
taken from you by destruction, theft, seizure or condemnation |
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Sell property or
equipment on installment |
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Tax return prep fees |
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Safe deposit rental |
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Alimony paid to whom |
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Incur Casualty/Theft
Losses |
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Loss
on property by casualty or theft |
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Investments |
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The "assets" form can
be used to report the basis or purchase price of stocks and securities.
The sales price is reported on Form 1099-B, etc. |
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Investment counsel and
advisory fees |
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Self Employment |
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Complete this form if you are
self-employed and own your own business |
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Did you pay for
health insurance
(yourself or employees or both). If so, are you eligible to
participate in an employer’s health plan at another job |
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Did you make any self employed pension
contributions |
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Purchase
fuel for non-highway use |
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Rental and Royalty |
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Complete this form if you have income
and expenses from rental or royalty property. |
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Use this
form to report auto use
associated with these activities is |
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The
asset form is often
required with these activities. It is used to report the basis of
rental property, the acquisition of appliances, etc. |
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Tax Preparation
Authorization (Engagement) Letter |
