Questionnaire

R&S Tax Service Questionnaire Useful Tools Tax Stories Delinquent Tax Returns

Getting Organized

What circumstances, situations, and events impacted you this past year? Your answers can help us get your tax forms completed accurately. Be sure to answer the questions as best as you can, FAX it to us, or bring it with you for your tax appointment.

Client Tax Questionnaire 2019

 

Name(s):

 

Social Security Number

 

Date of birth:   mm/dd/yy       ____ /____ /_______

Telephone Number: (    )   -   

Email:

Attach a copy of your last filed federal tax return, if we haven’t done your return in the past.

Yes

No

Did your marital status change during 2018?        Please explain:

Yes

No

Do you or your spouse plan to retire in 2019?

Yes

No

Enter date of death for taxpayer or spouse (if during 2018 or  2019 ) Taxpayer:        /            /         Spouse:           /             /

Yes

No

Were you or your spouse permanently and totally disabled in 2018?

Yes

No

Do you have dependents? Provide their legal name, social security number, and date of birth

Yes

No

Did you provide over half the support for any other person during  2018?

Yes

No

Did you receive payments from a pension or profit-sharing plan?

Yes

No

Did you receive a distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan?

Yes

No

Did you receive any disability payments in 2018?

Yes

No

Did you buy, sell , abandon, or refinance a principal residence or other
real property in 2018? If yes, attach closing or escrow statements.

Yes

No

Did your itemized deductions exceed $24,000 as a married couple?

Yes

No

Did you incur any business bad debts, casualties, or stock becoming worthless?

Yes

No

Did you buy or sell any stocks or bonds in 2018?

Yes

No

Did you pay interest on a student loan for yourself, your spouse, or your dependents?

Yes

No

Did you, your spouse, or your dependents attend post-secondary school in 2018? A $2,500 tax credit may be available.

Yes

No

Did you have medical coverage for each month in 2018?

Yes

No

Did you incur any moving expenses? If yes, attach details.

Yes

No

Did you make any energy improvements to your home? You may have earned valuable tax credits. Yes  No
Did you purchase a hybrid vehicle in 2018. State make, model, and date purchased.  Yes  No

Did you pay alimony or collect alimony in 2018?

Yes

No

Did you own a business, rental property, or interests in partnerships or corporations? If so provide details, P&L schedule, and asset purchases.

Yes

No

Are you a full time resident of your state? If not, date of your move.  Yes  No
Did you make quarterly estimate tax payments? Provide dates and amount. Yes No
Do you want to file tax returns electronically (E-File)? Provide your routing and account number from your financial instituton. Yes  No

Do you have records to support your expenses? 

 

Yes

No

Check List For Your Appointment

As you review your personal files during tax time, assembling the proper records is important in calculating your federal and state income taxes. Depending upon your personal situation, I have prepared a table of records you may need to assemble. Being able to produce the appropriate tax records makes the preparation of your tax returns quicker, and may reduce the amount of taxes you may owe.

 

Table of Tax Records

 

 

W-2’s

 

Form 1099 for Interest/Dividends

 

Form 1099G- State payments

 

Form 1099-S sale of stocks/bonds

 

Form 1099-MISC

 

Form K-1

 

Form 1099-R

 

Social Security Statements

 

Misc. Income payors

 

Profit & Loss Business Schedule

 

List of Business Assets to be depreciated including cost and date of acquisition

 

Evidence of bad debts or worthless stocks

 

Year end Brokerage Statements

 

Summary of rental income and expenses

Schedule of farm income and related expenses

List of medical costs for doctors, dentist, etc.

List of medical expenses

 

Property tax bills

 

DMV registration

 

Taxes paid to other states

 

Taxes paid for prior years

 

Form 1098 for mortgage interest paid

 

Investment interest paid

 

Evidence of contributions

 

Form 1099-T for education expenses

 

Evidence of casualty or theft losses

 

Evidence of child care expenses including payee ID and address