Tax Interview Worksheet

Tax Return Questionaire
For faster processing of your tax return, please download and fill out our Tax Interview Worksheet.
Personal Information for Each Family Member
  • Name
  • Date of Birth
  • Social Security Number
  • Last Year’s Tax Return
  • Valid Driver’s license
Income and Tax Information
  • W-2’s
  • Interest (1099-Int)
  • Dividend Slips (1099-Div)
  • Stock Sales (1099-B or Broker Statement)
  • Gambling Winnings (W-2G )
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)(W-2G )
  • Miscellaneous Income (1099-MISCL)
  • Self Employment Income and Expenses
  • Sale of a Personal Residence
  • Sale of any Business Assets
  • Rental Income and Expenses
  • Farm Income and Expenses
  • Estimated Taxes Paid
Deductions and Adjustments
  • Medical Expensive Not Covered by Insurance (Do Not Include Items Paid with FSA and HSA)
  • Mortgage Interest
  • Property Taxes
  • New Vehicle Tax
  • Charitable Contributions
  • Cash
  • Non Cash (Purple Heart, Goodwill, etc.)
  • Employee Business Expense (Non-Reimbursed)
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
Tax Credits
  • Child Care (Provide address and EIN or SSN)
  • Adoption Expenses
  • Retirement Savings Contributions (Usually shown on your W-2)