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2021 Artist Tax Prep Client Intake Form
A copy of this form will be e-mailed to you and you can make changes to your response up until your document deadline.
You can skip questions without an asterisk if they don't apply to you.
Please answer these questions to the best of your ability and reach out if you have any questions. I will be using this information to prepare your return.
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* Indicates required question
Email
*
Your email
Spouse's email address (if applicable)
Your answer
Contact phone number
*
Your answer
Spouse's contact phone number (if applicable)
Your answer
Your birthdate:
*
MM
/
DD
/
YYYY
Your spouse's birthdate (if applicable):
MM
/
DD
/
YYYY
Your filing address (typically the address where you currently live):
*
Your answer
If you moved during 2021, please provide your previous mailing address:
Your answer
If you moved during 2021, please provide the date of your move:
MM
/
DD
/
YYYY
Has your filing status (single, married filing jointly, married filing separately, qualifying widower) or dependent status changed since filing your last tax return?
*
No
Yes, my marital status has changed
Yes, I have a new dependent or dependents.
Yes, last year I was claimed as a dependent on someone else's taxes but am filing independently this year.
I'm not sure
Check if any of the following apply to you:
I can be claimed as a dependent on another person's return.
I am a full-time student.
I am totally and permanently disabled and/or legally blind.
Please list your dependent's name(s), birthdate(s), and relationship(s) to you:
Your answer
What is your occupation?
*
Your answer
What is your spouse's occupation? (if applicable)
Your answer
Did you receive a letter from the IRS or state/local tax agency in 2021?
*
Yes
No
If yes, please describe the nature of the letter here (make sure to include the letter with your uploads):
Your answer
Did you have health insurance in 2021? (select all that apply)
*
No
Yes, employer or union provided
Yes, purchased through the marketplace (upload 1095-A)
Yes, medicaid or medicare
Yes, I am on a parent or guardian's health insurance plan
Yes, I have private insurance
Required
Have you ever had any tax credits disallowed by the IRS?
*
Yes
No
Unsure
Have you been issued an Identity Protection Pin by the IRS?
*
Yes (include in your document uploads)
No
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