Purpose

Annual client questionnaires / organizers used to gather information needed to prepare tax returns.

Individual Tax Questionnaire (Form 1040)

Personal Information

• Any changes to name, address, SSN, or filing status?
• Any new dependents? Any dependents no longer qualifying?
• Did you get married or divorced this year?

Income

• W-2s from all employers
• 1099s received (interest, dividends, 1099-B, 1099-NEC, 1099-R, SSA)
• K-1s from partnerships, S-Corps, trusts
• Rental income and expenses
• Any other income not captured above?

Deductions

• Mortgage interest (Form 1098)
• Property taxes paid
• Charitable contributions (cash and non-cash)
• Medical expenses (if potentially significant)
• Business expenses (Schedule C clients)

Life Events This Year