Tax Planning Form

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Tax Planning Form

Please provide the following information needed to prepare your tax return:

1. Filing Status

Enter the filing status that applies to you. Your filing status is used to determine whether you are eligible to claim certain deductions and credits.

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)

Year of spouse's death

Taxpayer Info

2. SSN I don’t have an SSN, Form W-7 (ITIN) is needed.

3. First Name

4. Middle Initial

5. Last Name

6. Date of Birth

7. Occupation

8. Home Address

Apt No.

Number and Street

ZIP Code

City

State

9. Residency Status Info Did you move during the year? If yes, enter the details.

State

Residency Status

Dates of Residency

From

To

10. Cell Phone Number 11. Do you want to opt-in to receive Text Alerts? YesNo 12. Email Address 13. IP PIN

If you received an Identity Protection Personal Identification Number (IP PIN) from the IRS, enter the IP PIN. You must correctly enter all six numbers of your IP PIN.

14. Are you a Student?

15. Are you Permanently Disabled?

16. Can you or your spouse (if married) be claimed as a dependent on someone else's 2024 tax return? 17. Were you blind at the end of 2024? YesNo 18. Do you want $3 to go to Presidential Election Fund? YesNo

19. Combat Zone

Are you or your spouse (If married) a member of the military? YesNo If yes, provide Deployment Date for the Combat Zone.

20. Health Insurance?

Did you purchase health insurance from the Marketplace for you (your spouse and dependents, if applicable) during 2024? If yes, include Form 1095-A.

YesNo

21. Digital Assets?

At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest)

YesNo

Spouse Info

22. Social Security Number (SSN)

23. First Name

24. Middle Initial

25. Last Name

26. Date of Birth

27. Cell Phone Number

28. Email Address

29. Occupation

30. If you received an Identity Protection Personal Identification Number (IP PIN) from the IRS, enter the IP PIN. You must correctly enter all six numbers of your IP PIN

31. Are you a Student? YesNo 32. Are you Permanently Disabled? YesNo

33. Dependent?

Can you or your spouse (if married) be claimed as a dependent on someone else's 2024 tax return?

YesNo 34. Were you blind at the end of 2024? YesNo 35. Do you want $3 to go to the Presidential Election Campaign Fund? YesNo

36. Dependent Information (Children & Others)

First Name

Last Name

Social Security Number(SSN) Dependent does not have an SSN. Form W-7 (ITIN) is needed. Dependent SSN card shows NOT VALID FOR EMPLOYMENT.

Date of Birth

Relationship

Dependent Type

Months lived with you

Is your dependent disabled? YesNo Is the dependant a full time student? YesNo

If your dependent received an Identity Protection Personal Identification Number (IP PIN) from the IRS, enter the IP PIN. You must correctly enter all six numbers of your IP PIN.

Will you claim Child and Dependent Care Expenses? YesNo

37. Dependent Care Expenses

Organizations who provided the Care:

Care Provider's First Name

Care Provider's Last Name

Street

ZIP Code

City

State

Identity Type

Identifying Number

Amount Paid

38. Refund/Payment Options

How do you want to process your tax preparation fees and Refund or Balance Due?

Pay tax preparation fees from your refund so there's nothing to pay up-front?Direct Deposit your Refund(s) to checking or savings accountWithdraw your Balance Due from checking or savings account

If you want the IRS/State to direct deposit your refund(s) or withdraw your balance due from your checking or savings account including an IRA, at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, enter your Routing Number, Account Number and Account Type.

Routing Number

Account Number

Account Type SavingsChecking

39. Income Information (Wages/Salaries - W-2 Forms)- New

This W-2 statement is for the: a. Employee's SSN/ITIN/ Recipient's EIN

b. Employer identification number

Employer Name Code

c. Employer's Name, Address and ZIP code

Employer's Name

Name Line2

Street (US Address)

ZIP Code

City

State

d. Control Number

1. Wages, tips, other compensation

2. Federal income tax withheld

3. Social security wages

4. Social security tax withheld

5. Medicare wages and tips

6. Medicare tax withheld

7. Social security tips

8. Allocated tips

9. Dependent care benefits

10. Non-qualified plans

Code

Amount

Year(YY)

11a.

12a. Statutory Employee 12b. Retirement Plan 12c. Third-Party Sick Pay 13. Other Benefits Complete the Box 13 entries as they appear on the W-2.

Type

Amount

Additional State(s) W-2 Info

14. State Abbreviation

15. Employer's state ID

16. State wages tips, etc

17. State income tax

18. Local wages tips, etc

19. Local Income Tax

20. Locality Name

Documents

1. Distributions(Upload Form 1099-R) 2. Partnerships, Estates, Trusts (Upload K-1s) 3. Business, Self-Employed (Provide details) 4. Rental (Provide details) 5.Other(Provide Details)

6. Net Benefits for 2024 (Benefits Paid in 2024 minus Benefits Repaid to SSA in 2024)[Upload SSA-1099 Statement]

7. Charitable Contributions 8. Estimated Tax Paid 9. Education Expenses 10. Educator Expenses 11. Acquisition or Abandonment of Secured Property Form 1099-A 12. Forgiven Debt 13. Credit card or third-party network transactions 14. Miscellaneous Income 15. Nonemployee Compensation 16. Gambling Winnings