2023 Tax Questionnaire

Please enable JavaScript in your browser to complete this form.

Personal Information – Step 1 of 10

PERSONAL INFORMATION

Name *

First

Last

Layout

Phone

Date of Birth *

Email *

Address

Address Line 1

Address Line 2

City

State

Zip Code

Are you married? *

Spouse Name *

First

Last

Layout

Phone

Date of Birth *

Did your marital status change during the year? *

If "Yes", explain

Did your name change during the tax year? *

If "Yes", explain

If your filing status is married, but you are filing separately from your spouse, did you and your spouse live apart for the last six months of 2023? *

Can you or your spouse be claimed as a dependent by someone else? *

Did your address change during the year? *

Were you, your spouse, or any dependents issued an Identity Protection PIN (IP PIN)? *

Save and Resume Later

DEPENDENT INFORMATION

Did you have any changes in dependents during the year? *

If "Yes", explain

Can another person qualify to claim any of your dependents? *

Did you have any child or dependent care expenses during the year? *

Did you have any adoption expenses during the year? *

Did you have any children under age 19 or a full-time student under age 24 with more than $2,500 of unearned income? *

Save and Resume Later

HEALTH CARE INFORMATION

Did any member of your household have healthcare coverage through the Marketplace (Obamacare)? *

If “Yes”, provide copies of Form 1095-A

Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA during the year? *

Save and Resume Later

IINCOME, PURCHASES, SALES, AND DEBT INFORMATION

Did you receive any tips not reported to your employer? *

Did you receive any disability income during the year? *

Did you start a new business or purchase any rental property during the year? *

Did you sell an existing business, rental property, or other property during the year? *

Did you purchase any business assets or convert any assets to business use? *

If “Yes,” provide the following:

Asset #1

Asset #1 Description

Date Placed in Service

Cost

Business Use Percentage

Asset #2

Asset #2 Description

Date Placed in Service

Cost

Business Use Percentage

Asset #3

Asset #3 Description

Date Placed in Service

Cost

Business Use Percentage

Asset #4

Asset #4 Description

Date Placed in Service

Cost

Business Use Percentage

Asset #5

Asset #5 Description

Date Placed in Service

Cost

Business Use Percentage

Did you buy or sell any stocks, bonds, or other investments during the year? *

Did you sell a principal residence during the year? *

If “Yes,” provide closing documentation for the purchase and sale of the home

Did you refinance your principal home or second home or take out a home equity loan during the year? *

If “Yes,” provide all escrow, closing, and other pertinent documentation and information.

Did you rent out your home or use it for business? *

Did you sell, exchange, or purchase any real estate during the year? *

Did you acquire a new or additional interest in a partnership or S corporation? *

Did you have any debts canceled or forgiven this year? *

Did you purchase a new or previously owned clean vehicle (electric vehicle, plug-in hybrid, fuel-cell vehicle, qualified commercial clean vehicle) during the year? *

If “Yes,” provide the report the dealer or seller is required to provide to you.

Did you receive income or incur expenses as an independent contractor? *

If “Yes,” provide 1099-MISC, Form 1099-NEC, Form W-2, or any other documentation.

Did you receive any other income not covered above? *

If "Yes", explain

Save and Resume Later

ITEMIZED DEDUCTIONS

Did you pay any of the following during the year? (Check all that apply)

Out-of-pocket Medical or Dental Expenses
Long-Term Care Premiums
Real Estate Taxes
Personal Property Taxes
Mortgage Interest
Cash Donations to Charity
Noncash Donations to Charity
Unreimbursed Job-Related Expenses

Save and Resume Later

RETIREMENT INFORMATION

Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year? *

Did you make any withdrawals or receive distributions from a pension or profit-sharing plan, IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year? *

Did you execute any rollovers from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year? *

Did you receive any Social Security benefits during the year? *

Save and Resume Later

EDUCATION INFORMATION

Did you pay tuition expenses that were required for attending college, university, or vocational school for yourself, your spouse, or a dependent during the year (even if classes were attended in another year)? *

Did anyone in your household attend a post-secondary school during the year? *

Did you make a contribution to or receive a distribution from an Education Savings Account or Qualified Tuition Program during the year? *

Did you pay student loan interest for yourself, your spouse, or your dependents during the year? *

Did you receive forgiveness on a qualifying federal student loan? *

Save and Resume Later

REFUND, WITHHOLDING, AND ESTIMATED TAX INFORMATION

Did you make any estimated payments toward your 2023 taxes? *

Did you apply an overpayment of your 2022 taxes to your 2023 estimated taxes? *

Do you want to have any refund or balance due directly deposited or withdrawn? *

If “Yes,” provide a canceled check, or routing and account numbers

Save and Resume Later

MISCELLANEOUS INFORMATION

Did you receive, sell, exchange, gift, or otherwise dispose of any digital asset or financial interest in any digital asset? *

Did you have a financial interest in or signature authority over a financial account or asset located in a foreign country? *

Did you make gifts to any one person in excess of $17,000 during the year? *

Did you make any energy-efficient improvements to your main home during the year? *

Did you receive any notices from the IRS or state taxing authority? *

May the IRS discuss your tax return with your preparer? *

Do you anticipate your income or withholdings to be different for 2024? *

Any additional information not covered in this questionnaire?

Save and Resume Later

Updating preview…

This is a preview of your submission. It has not been submitted yet!
Please take a moment to verify your information. You can also go back to make changes.

Signature *

Clear Signature

Under penalties of perjury, with my signature I declare that I have reviewed my answers, and to the best of my knowledge and belief, they are true, correct, and complete.

Save and Resume Later

Heads up! Saving your progress now will store a copy of your entry on this server and the site owner may have access to it. For security reasons, sensitive information such as credit cards and mailing addresses, along with file uploads will have to be re-entered when you resume.

Go Back

Your form entry has been saved and a unique link has been created which you can access to resume this form.

Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

Copy Link

Email *

April 15 Countdown

MPJ CPA

PERSONAL INFORMATION

DEPENDENT INFORMATION

HEALTH CARE INFORMATION

IINCOME, PURCHASES, SALES, AND DEBT INFORMATION

ITEMIZED DEDUCTIONS

RETIREMENT INFORMATION

EDUCATION INFORMATION

REFUND, WITHHOLDING, AND ESTIMATED TAX INFORMATION

MISCELLANEOUS INFORMATION