interview spreadsheet | America's Tax Services

Single:

Not married civilly/under the law until December 31, 2023

Married who will declare individually

Married until December 31, 2023 who wish to declare individually

Non-resident

Has not lived in the US or has not passed the physical presence test to be considered a resident.

Married declaring jointly*

Married until December 31, 2023

Head of family

Single (or married, but who lived separately from their spouse in the last 6 months of 2023) and supported a child or relative.

Widower

Your spouse passed away in 2023

...

W2 Wage and Tax Statement

...

1099INT Interest Income

...

1099G Certain Government Payments

...

1099NEC Nonemployee Compensation

...

1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

...

W2-G Certain Gambling Winnings

...

1099DIV Dividends and Distributions

...

SSA-1099 Social Security Benefit Statement

...

1099-K Payment Card and Third-Party Network

...

K1 1120S/ 1065/ 1041 Income or losses of a company or trust fund

...

1099-B Proceeds from Broker and Barter Exchange Transactions

...

1098 Mortgage Interest

...

1098-E Student Loan Interest

...

1095-A/ B or C Health insurance (If you received form 1095-A through the Marketplace, this report form is mandatory)

...

1098-T Tuition Statement

...

1098-C Contributions of Motor Vehicles, Boats, and Airplanes

...

1099-C Cancellation of Debt

I sold shares

Contributor

Spouse

I own a company

Contributor

Spouse

I own investment houses

Contributor

Spouse

Sold a property

Contributor

Spouse

I received (as a reward, prize or payment for goods, or services); or (b) sold, exchanged, donated or otherwise disposed of a digital asset (or financial interest in a digital asset)

Contributor

Spouse

I paid for daycare

Contributor

Spouse

I made contributions to my IRA account

Contributor

Spouse

I own my home or have a mortgage and pay interest and property tax

Contributor

Spouse

I made contributions to my HSA account

Contributor

Spouse

I had my own vehicle and paid tax

Contributor

Spouse

I have made contributions to charitable or religious institutions and have receipts

Contributor

Spouse

I had medical expenses that exceed 7.5% of my total income

Contributor

Spouse

I paid alimony to an ex-spouse

Contributor

Spouse

I had classroom expenses paid because I work/acted as an educator

Contributor

Spouse

I suffered losses in areas declared as disaster areas

Contributor

Spouse

Energy (eco) improvements were made in my main house

Contributor

Spouse

I had adoption expenses (paid)

Contributor

Spouse

I received a Mortgage Credit Certificate (MCC) from the government

Contributor

Spouse

I bought an electric or plug-in hybrid car

Contributor

Spouse

I was a full-time student for at least 5 months in 2023

Contributor

Spouse

I received a 6-digit # (IP PIN) from the IRS through the letter titled "Notice CP01A" related to victims of identity theft

Contributor

Spouse

Legally Blind December 31, 2023

Contributor

Spouse

Can I be declared a dependent on another Tax

Contributor

Spouse

Legally incapacitated on December 31, 2023

Contributor

Spouse

I have bank accounts abroad. At any time during 2023, the taxpayer (or any natural person in this declaration) had an interest or authority to sign a financial account (such as bank/brokerage accounts

Contributor

Spouse

I was a resident abroad or lived at least 330 days in a country foreigner

Contributor

Spouse

I have income or have paid taxes on that income in outdoor

Contributor

Spouse

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CLIENT INTERVIEW SPREADSHEET

CLIENT INTERVIEW SPREADSHEET

Thanks for submitting!

Any questions or doubts? Feel free to get in contact with us!

Any questions or doubts?
Feel free to get in
contact with us!