Tax Return Questionnaire 2022

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Tax Return Questionnaire
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Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er) with Dependent Children
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Taxpayer Name
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Taxpayer SSN
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Taxpayer Date of Birth
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Taxpayer Occupation
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Check all that apply:
Can you be claimed as a dependent on someone else's return
Were you over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer or Spouse served in a combat zone during the current tax year.
Taxpayer wishes to elect to use their 2019 earned income to figure their 2021 earned income credit and/or child tax credit.
Taxpayer or Spouse was affected by a natural disaster during the current tax year.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
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Spouse Name
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Spouse SSN
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Spouse Date of Birth
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Spouse Occupation
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Check all that apply:
Can you be claimed as a dependent on someone else's return
Were you over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer or Spouse served in a combat zone during the current tax year.
Taxpayer wishes to elect to use their 2019 earned income to figure their 2021 earned income credit and/or child tax credit.
Taxpayer or Spouse was affected by a natural disaster during the current tax year.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
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Taxpayer Address
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Address (continued)
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Taxpayer Phone Number
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Spouse Address
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Spouse Address (continued)
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Spouse Phone Number
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Taxpayer Email Address
example@example.com
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Spouse Email Address
example@example.com
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DEPENDENTS INFORMATION
FULL DEPENDENT NAME
SOCIAL SECURITY NUMBER
DATE OF BIRTH
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
DEPENDENT 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
DEPENDENT 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
DEPENDENT 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
DEPENDENT 4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
DEPENDENT 5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
DEPENDENT 5
FULL DEPENDENT NAME
Row 0, Column 0
SOCIAL SECURITY NUMBER
Row 0, Column 1
DATE OF BIRTH
Row 0, Column 2
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
Row 0, Column 3
FULL DEPENDENT NAME
Row 1, Column 0
SOCIAL SECURITY NUMBER
Row 1, Column 1
DATE OF BIRTH
Row 1, Column 2
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
Row 1, Column 3
FULL DEPENDENT NAME
Row 2, Column 0
SOCIAL SECURITY NUMBER
Row 2, Column 1
DATE OF BIRTH
Row 2, Column 2
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
Row 2, Column 3
FULL DEPENDENT NAME
Row 3, Column 0
SOCIAL SECURITY NUMBER
Row 3, Column 1
DATE OF BIRTH
Row 3, Column 2
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
Row 3, Column 3
FULL DEPENDENT NAME
Row 4, Column 0
SOCIAL SECURITY NUMBER
Row 4, Column 1
DATE OF BIRTH
Row 4, Column 2
# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
Row 4, Column 3
1 of 5
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Do you have a "Special Needs" child?
Yes
No
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Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received for 2021. The amounts to include on this line are found on your IRS Letter(s) 6419.
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2021 CHILD TAX CREDIT PAYMENT AMOUNT
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Enter the amount from IRS Notice 1444-C, Your 2021 Economic Impact Payment.
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2021 ECONOMIC IMPACT PAYMENT (THIRD STIMULUS AMOUNT)
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DID YOU RECEIVED HEALTH COVERAGE (INSURANCE) THROUGH YOUR STATE MARKETPLACE OR HEALTHCARE.GOV? IF SO, PLEASE UPLOAD YOUR FORM 1095A
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Please upload 1095A
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Max. file size: 10.6MB
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Wages and Salaries (Attach W-2's)
Interest Income (Attach 1099's) (List and identify as non-taxable Interest Income)
Unemployment Compensation Received (FORM 1099G) PLEASE UPLOAD FORM BELOW:
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File Upload
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Max. file size: 10.6MB
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Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?
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File Upload
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Max. file size: 10.6MB
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If you would like your tax refund (if any) deposited directly into your bank
Checking
Savings
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Bank Name
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Your Account Number
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Bank Routing Number
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Rental & Royalty Income and Expense (Rental Property)
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Property Type
Residential
Commercial
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Number of days rented
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Number of days used personally
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Property is owned by
Taxpayer
Spouse
Joint
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Percentage ownership of not 100%: Please indicate if income and expenses below are listed at 100% or your percentage
Yes
No
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Percentage ownership of not 100%
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Did you live in part of the rental property?
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If yes, what percentage did you occupy as a tenant?
Check if rented to a related party. Explain relation
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If yes, what percentage did you occupy as a tenant?
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Business Income & Expenses (Sole Proprietorship, LLC)
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Owner Name
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Business name
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Employer ID number
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Business Type
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Address
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City
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State
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Zip Code
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Employer ID number (EIN)
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Do you use any part of your home regularly and exclusively for business?
Yes
No
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Estimated percentage of time spent in home office compared to total time spent in this business
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Estimated of time in home office compared to total time in this business
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Description of work done in home office
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Description of work done outside of work office
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Total area of home
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Total area of home used regularly for business
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Please upload any additional tax documents below:
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Select files to upload
Max. file size: 10.6MB
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Does anyone listed on the Tax Return have an Identity Pin? If so, please list the name and Identity Pin below:
Should be Empty: