2024 Individual Checklist (Form 1040)

Name *

First Name

Last Name

Date of Birth (Taxpayer)

MM

DD

YYYY

Spouse Name

First Name

Last Name

Date of Birth (Spouse)

MM

DD

YYYY

Phone *

(###)

###

####

Have you provided us with a signed Engagement Letter?

Yes

No

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Did you receive any notices or other forms of communication from the IRS? If yes, please provide documents.

Yes

No

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Do you have an IRS IP PIN? If yes, please provide in your documentation.

Yes

No

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Did your martial status change during the year?

Yes

No

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Did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency/cryptocurrency/digital assets during the year? (i.e. Bitcoin, Ethereum, NFTs, etc.)

Yes

No

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Did any of your dependents receive income during the year?

Yes

No

N/A

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Have you provided all W-2s?

Yes

No

N/A

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Did you receive any interest or dividend income during the year? If so, please provide all 1099s.

Yes

No

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Have you received and provided all K-1s?

Yes

No

N/A

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Did you take any distributions from a retirement account? If so, please provide Forms 1099-R.

Yes

No

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Did you or your spouse have a 401k with an employer during the year?

Yes

No

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Did you make any retirement contributions, other than a 401k, during the year?

Yes

No

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Did you make a rollover of one reitrement account to another during the year?

Yes

No

N/A

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Did you receive any royalty income during the year?

Yes

No

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Did you own a farm during the year?

Yes

No

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Did you receive any income from social security? If so, please provide Form 1099-SSA.

Yes

No

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Did you have any gambling winnings and/or losses?

Yes

No

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Did you receive any unemployment compensation during the year?

Yes

No

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Did you begin or acquire a business during the year?

Yes

No

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Did you own any rental properties during the year? If so, please provide income and expenses for each separate rental property.

Yes

No

N/A

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Did you sell your personal residence during the year?

Yes

No

N/A

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Is your address the same as the address on last year's tax return?

Yes

No

N/A

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Did you make any energy efficient improvements to your personal home? (i.e. solar panels, heat pump, wind energy, or other energy efficient improvements)

Yes

No

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Did you have an HSA during the year? If so, please provide Form 1099-SA and Form 5498-SA.

Yes

No

N/A

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Did you purchase health insurance from the Marketplace? If so, please provide Form 1095-A.

Yes

No

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Did you, your spouse, or any of your dependents attend a college or university during the year? If so, please provide Form 1098-T.

Yes

No

N/A

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Did you have any of your debt canceled or forgiven during the year?

Yes

No

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Did you make any student loan payments during the year? If so, please provide Form 1098-E.

Yes

No

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Did you purchase a vehicle, home, or any other large item during the year?

Yes

No

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Did you purchase an electric vehicle during the year?

Yes

No

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Did you pay any alimony during the year?

Yes

No

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Did you pay property taxes during the year?

Yes

No

N/A

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Did you make any mortgage payments during the year? If so, please provide Form 1098.

Yes

No

N/A

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Did you make any cash or non-cash contributions to a charitable organization during the year?

Yes

No

N/A

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Did you have any out of pocket medical expenses during the year?

Yes

No

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Did you have any childcare expenses during the year?

Yes

No

N/A

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Did you adopt a child during the year?

Yes

No

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Did you have any income from a foreign source?

Yes

No

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Do you have a foreign bank account?

Yes

No

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Did you pay any household employees during the year? (i.e. nanny, housekeeper, etc.)

Yes

No

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Did you gift cash or other assets with a value of $18,000 or more during the year?

Yes

No

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Did you make any estimated tax payments? If so, please provide the dates and amounts in the box below.

Yes

No

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If you get a refund:

if you choose bank deposit, please upload your bank account information.

Deposit into bank account

Receive check in the mail

Apply to next year

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Did you receive income from a state other than where you reside?

Yes

No

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