Tax Preparation Questionnaire
Personal Information
Did your marital status change during the year?
Can you or your spouse be claimed as a dependent by someone else?
Did your address change during the tax year?
Were you or your spouse or any dependents a victim of identity theft?
Were you or your spouse or any dependents issued an Identity Protection PIN by the IRS?
Dependent Information (Do you have any dependents, if yes answer following section)
Did you have any changes in dependents?
Can another person qualify to claim any of your dependents?
Did you have childcare expenses?
Did you have any adoption expenses?
Did you have any dependent children attending college?
Did you have any children under age 19 or a full-time student under age 24 with more than $1300 of unearned income?
Healthcare Information
Did you have healthcare for all 12 months of the year?
Did any member of your household have healthcare coverage through the Marketplace?
Did you receive any distributions from a Health Savings Account (HSA), Archer MSA or Medicare Advantage MSA during the year?
Income Information
Did you buy or sell any stocks, bonds or other investments during the year?
Did you receive, sell, send, exchange, or acquire any financial interest in any virtual currency?
Did you redeem any U.S. Treasury bonds or notes?
Did you receive any tips not reported by your employer?
Did you receive any disability income?
Did you sell a principal residence or a piece of real property?
Did you abandon or have a piece of real property foreclosed on?
Did you have any debts cancelled or forgiven during the year?
Do you have any debts you cannot collect?
Did you refinance your principal home or second home or take out a home equity loan?
Did you receive any principal or interest during this year from property sold in previous years?
Did you acquire a new or additional interest in a partnership or “S” corporation?
Did you own interest in or did you dispose of a Qualified Opportunity Fund?
Did you receive income associated with a fantasy sports league?
Did you receive any income from car sharing, fashion sharing or freelancing?
Did you receive income or incur expenses as an independent contractor?
Did you receive any income from gambling winnings?
Did you receive any other income you have not provided information with this organizer? If “yes” please explain:
Rental Property Owner ONLY
Do you own any rental property?
Did you purchase or sell any rental property?
Did you make any capital improvements to your rental property?
Did you make any major purchases such as appliances or hot water tank?
Do you own a short-term rental property? (such as VRBO or AirBNB)
Do you spend more than five hours per week working on rental property activities
Business Owner ONLY
Did you start a new business?
Did you sell an existing business?
Did you use your vehicle for business use? Is this use recorded in a log?
Did you purchase any business assets or convert any assets to business use?
Did you use your home for business use?
Did you purchase any gasoline, diesel, or special fuels for off-road business use?
Did you pay health insurance premiums for your employees?
Deduction Information
Did you pay property taxes?
Did you pay mortgage interest?
Did you pay out-of-pocket medical or dental expenses?
Did you pay for any long-term care insurance premiums?
Did you make any major purchases such as a boat or a car?
Did you make any cash donations to charity for which you have a receipt?
Did you donate a car or a boat?
Did you have any gambling losses?
Did you work out of state for any time during the year?
Did you contribute to a traditional or ROTH IRA?
Did you pay any student loan interest for yourself or a dependent?
Did you purchase a hybrid, alternative motor or electric motor vehicle?
Did you add any energy efficient products to your house such as solar or new windows?
Did you use your vehicle on the job other than for commuting?
Education Information
Did you pay tuition expenses that were required for attending college or vocational school?
Did anyone in your household attend post-secondary school?
Did you receive distributions from an education savings plan?
Foreign Tax Information
Did you have a financial interest in or signature authority over a financial account or asset located in a foreign country?
Did you receive a distribution from or were a grantor of a foreign trust?
Did the aggregate value of your foreign accounts exceed $10,000 at any time during the year?
Did you have any income from or pay taxes to a foreign country?
Did you receive a schedule K-3 from a partnership or “S” corporation?
Did you own property in a foreign country?
Miscellaneous Information
Did you make any estimated tax payments for the current tax year?
Did you apply an overpayment from last year’s taxes payable to this year’s estimated taxes?
Did you make any gifts to one person in excess of $18,000?
Did you pay any wages to household employees?
Do you anticipate your income or withholdings to be different for next year?
Do you want to have any refund or balance due directly deposited or withdrawn?
Did you receive any notices from the IRS or state taxing authority?
May the IRS and/or state taxing authority discuss your return with your tax preparer?
Massachusetts Information
Do you pay rent? If “yes” total rent paid for year
Did you perform lead paint removal or have a septic tank failure?
Do you have a prepaid tuition or college savings plan established in Massachusetts?
Do you have any commuter expenses?