Tax Prep Questionnaire

Form Introductory Text

✓ Valid

Type of return - check all that apply

Filing Status

Do you own rental property ?

Did you buy or sell stocks, mutual funds, bonds, or other investment properties ?

Did you receive a distribution from or make a contribution to a retirement plan (401(k), IRA, etc.) ?

Did you incur any tuition or continuing education expenses ?

Did you donate money, clothes, cars, or stock ?

Top