www.nyc1040.com

 
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MY QUESTIONNAIRE

QUESTIONS

* Fields are Mandatory
If I have this info.: - no need to repeat!

* Name :

Telephone#:

* E-mail address :

Current address : unless same as last years return. Or ALL W-2's!

Referred by

1. D.O.B. for everyone on return

2. OCCUPATION: you & spouse

3. SS# of all dependents

4. Copy of last year’s tax return (If I didn't do it) & (fee you paid tax preparer)

4a. I need to know: (From last year): How much you paid in state taxes$ ? Received a refund $ ?

Did the state give you a 1099G - Statement of overpayment ? (look for this in the mail)

5. Did you try to make money in any way ?? Even if you lost money or didn't accomplish your goal?

6. Annual rent paid : NJ homeowners: Block / lot /

7. Online / Web expenses?

8. Home Tel # expense - Provider / Cell phone # expense – Provider

9. If you want your check deposited directly into your checking account (it's faster) From a check enter your: Routing # (9#'s) , Account#

10. Describe (or discuss) any special situation (if any).

11. Did you make any Federal or State Estimated tax payments?

12. Any correspondence from any govt. agency?

13. County of residence

14. Did you buy a computer / office equip. or other equipment used in your trade?