Tax Questionnaire
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Email *
Phone number *
First & Last Name *
Where do you live? *
Provide City, State/Province, and Country (if outside the US)
Do you own your home or rent? *
What is the last tax return year you filed? *
Look at your most recent tax return (Form 1040) and enter the year in the middle. Ex: 2020
How did you file your last tax return? *
If you answered Another Tax Professional above, please list the name of the professional or firm:
Are you married? *
Do you claim dependents? *
If "Yes", how many?
Did you pay for childcare?
Clear selection
Did any of your children attend college last year?
Clear selection
What is your current work status? *
Required
How many jobs do you have? *
If your spouse works, include their job(s) as well.
Do you work out of state? *
Do you rent property? *
Real estate, vehicles, or other personal property.
Do you own a business? *
If you are self-employed, do you have a home office?
A home office must be a separately identifiable space in your home used regularly and exclusively for business.
Clear selection
Did you receive an Advanced Premium Tax Credit? *
If you purchased your own health insurance and received a subsidy (discount) on your monthly premium the answer is "Yes".
Do you have investments outside of retirement? *
I.e. do you buy & sell stocks & bonds? Don't include retirement accounts like your 401(k), IRA, pension, etc.
Do you own any virtual currency (cryptocurrency, Bitcoin, etc.) *
If you own virtual currency, have you ever sold any of it?
Clear selection
Did you experience any significant life events in the past year?
Marriage, purchase of a home, birth of a child, retirement, disability, etc.
Is there anything else you would like us to know?
Submit
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