Personal Tax Organizer

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Personal Tax Return Questionnaire

Step1

Step2

First Name*

Middle Initial

Last Name*

Suffix

Please Select

Please Select
JR
SR
II
III
V
V
V

Email*

Phone*

Opt in to text/sms*

No Yes

SSN

Date of Birth

Identity Protection Pin (IPPIN)

Check all that apply

Disabled

U.S. Armed Forces

Someone can claim you as a dependent

Blind

Surviving Spouse

Are you married?*

No Yes

Do you have children or other dependents?*

No Yes

Filing Status

Please Select

Please Select
Head of Household
Married Filling Jointly
Married Filling Separately
Qualifying Surviving Spouse (QSS) with dependent Child

First Name (Spouse)*

Middle Initial (Spouse)

Last Name (Spouse)*

Suffix (Spouse)

Please Select

Please Select
JR
SR
II
III
V
V
V

SSN (Spouse)

Identity Protection Pin (IPPIN) (Spouse)

Date of Birth (Spouse)

Did you live in another state during this tax year*

No Yes

Other States Lived In & Dates

Did you make money in another state in this tax year?*

No Yes

Direct Deposit/Debit Information

Routing No

Account No

Are either you or your spouse legally blind?

No Yes

Have you received any notice from the IRS or state revenue department within the past year? If yes, provide a copy.

No Yes

Did you pay or receive alimony in 2024?

No Yes

Switch

No Yes

Did you purchase health insurance through a public exchange/marketplace? (Provide Form 1095-A.)

No Yes

Will there be any significant changes in income or deductions next year, such as retirement?

No Yes

Did you pay anyone for domestic services (e.g., nanny, housekeeper, cook, caretaker) in your home?

No Yes

Did you purchase an energy-efficient, hybrid, or electric vehicle?

No Yes

Are you involved in bankruptcy, foreclosure, repossession, or had any debt (including credit cards) cancelled?

No Yes

Are you a member of the military?

No Yes

Were you a citizen of or did you live in a foreign country?

No Yes

Do you own or have financial interest in a foreign bank or financial account?

No Yes

Would you like to allow your tax preparer to discuss your return with the IRS?

No Yes

Were any children born or adopted in 2024? (Provide statement for other expenses.)

No Yes

Were any children attending college? (Provide Form 1098-T and Form 1098-E.)

No Yes

Were any children attending college? (Provide Form 1098-T and Form 1098-E.)

No Yes

Did you pay any tuition for a private school for a dependent or take classes yourself?

No Yes

Did you pay for child or dependent care so you could work or go to school? (Provide statement if applicable)

No Yes

Did you make any contributions to a 529 plan in 2024? If yes, provide details.

No Yes

Did you, or will you, contribute any money to an IRA for 2024?

No Yes

Did you roll over any amounts from a retirement account in 2024?

No Yes

Did you sell or transfer any stock or sell rental or investment property?

No Yes

Did you receive any income from an installment sale?

No Yes

Did you have any investments become worthless or were you a victim of investment theft in 2024?

No Yes

Were you granted, or did you exercise, any employee stock options during 2024?

No Yes

Did you (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (Digital assets include cryptocurrencies, NFTs, and stablecoins

No Yes

Did you, or do you plan to, contribute money by April 15, 2025 to an HSA for 2024? If yes, provide details

No Yes

Did you pay any interest on a loan for a boat or RV that has living quarters? If yes, provide details.

No Yes

Did you pay sales taxes on a major purchase in 2024, such as a vehicle, boat, or home?

No Yes

Did you make any charitable contributions in 2024? If yes, provide details.

No Yes

Did you work from a home office or use your car for your business?

No Yes

Did you receive income from a sharing/gig economy activity (e.g. Airbnb, Uber, etc.)?

No Yes

Do you own a business or an interest in a partnership, corporation, LLC, farming activities, or other venture?

No Yes

Did you purchase or sell a main home during the year? If yes, provide closing statement.

No Yes

If you sold a home, did you claim the First-Time Homebuyer Credit when it was purchased? If yes, provide details.

No Yes

Did you refinance a mortgage or take a home equity loan? If yes, provide closing statement.

No Yes

Did you use any mortgage loan proceeds for purposes other than to buy, build, or substantially improve your home?

No Yes

Did you make any new energy-efficient improvements to your home? If yes, provide details.

No Yes

Acknowledge/Agree

I confirm that the information I provide is accurate and supported by records, that I will notify you of any changes, review my return for accuracy, pay required fees, and keep my own copies. I understand I am responsible for documentation if audited.