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 2024

Name(s):	Social Security Number
Date of birth: mm/dd/yy ____ /____ /_______ Diver's license ___________ date of issue ___/___/____	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 2023? Please explain:	Yes	No
Do you or your spouse plan to retire in 2023?	Yes	No
Enter date of death for taxpayer or spouse (if during 2023 or 2024 ) Taxpayer: / / Spouse: / /	Yes	No
Were you or your spouse permanently and totally disabled in 2023?	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 2023?	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 a middle class tax refund from California in 2023? Provide a copy of CFTB Form 1099 Misc showing amounts received.	Yes	No
Did you buy, sell , abandon, or refinance a principal residence or other real property in 2023? If yes, attach closing or escrow statements.	Yes	No
Did your itemized deductions exceed $27,700 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? Provide Form 1099B	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 2023? A $2,500 tax credit may be available.	Yes	No
Did you incur any moving expenses? If yes, attach details.	Yes	No
Did you purchase a hybrid vehicle in 2023. State make, model, and date purchased.	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