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Step One Questionnnaire

Tax Resolution Services

Why Us?

STEP ONE QUESTIONNAIRE

In order to give you an estimate of your tax preparation fee, please answer the following:

Name *

First

Last

Address (Street, City, State, ZIP) *

Email *

Phone Number *

Are you married? *

Do you have dependents? *

If so, list number of dependents and ages

What was your filing status in 2018? *

Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Widow
Unsure

Are you or your spouse a wage earner? *

Are you or your spouse self-employed? *

If so, do you have an office at home?

Do you collect social security or pension/retirement income? *

Do you have gambling winnings? *

Do you own rental property? *

Do you operate a farm? *

Do you have pass-through income reported on a K1? *

Do you have interest or dividend-producing investments? *

Did you sell any stock in 2019? *

Did you itemize your deductions in 2018? *

Yes
No
Unsure

Have you ever traded in virtual currency? *

Do you own any assets or have any financial accounts in foreign countries? *

Did you receive a health insurance premium credit for insurance you obtained through the marketplace? *

Yes
No
Unsure

Do you pay college tuition for any member of your family? *

Do you pay student loan interest? *

Do you have a Health Savings Account? *

Do you have income from more than one state? *

If so, how many?

Do you pay for dependent care/summer camps for a child under 14? *

Do you make quarterly estimated tax payments? *

Yes
No
Unsure

Did you make any energy-efficient improvements to your US home in 2019? *

Yes
No
Unsure

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