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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. You
may wish to complete the
Online Tax Organizer. |
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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 |
