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CLIENT INTERVIEW SPREADSHEET

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CLIENT INTERVIEW SPREADSHEET

Un formulario de impuestos W-2 muestra información importante sobre los ingresos que obtuvo de su empleador, la cantidad de impuestos retenidos de su cheque de pago, los beneficios proporcionados y otra información para el año. Utilice este formulario para presentar sus impuestos federales y estatales.

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Filing Status

Single:
Married who will declare individually
Non-resident
Married declaring jointly*
Head of family
Widower

*If you selected the option married filing jointly or married filing individually,
Please fill in your spouse's details in the fields below

Secondary Taxpayer Information

Dependents
If you have dependents, please fill in the fields below

Part 2 - Tax information
Please, if you or your spouse received any of these forms, check all the boxes corresponding to the forms received

Income Forms:

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Deduction Form:

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Please select one of the options below if they make sense for your tax reality or of your spouse. Otherwise, leave it blank (IMPORTANT: Read each option carefully).

Income or losses:

I sold shares
I own a company
I own investment houses
Sold a property
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)
I paid for daycare

Possible deductions:

I made contributions to my IRA account
I own my home or have a mortgage and pay interest and property tax
I made contributions to my HSA account
I had my own vehicle and paid tax
I have made contributions to charitable or religious institutions and have receipts
I had medical expenses that exceed 7.5% of my total income
I paid alimony to an ex-spouse
I had classroom expenses paid because I work/acted as an educator
I suffered losses in areas declared as disaster areas

Possible Credits:

Energy (eco) improvements were made in my main house
I had adoption expenses (paid)
I received a Mortgage Credit Certificate (MCC) from the government
I bought an electric or plug-in hybrid car
I was a full-time student for at least 5 months in 2023

General information

I received a 6-digit # (IP PIN) from the IRS through the letter titled "Notice CP01A" related to victims of identity theft
Legally Blind December 31, 2023
Can I be declared a dependent on another Tax
Legally incapacitated on December 31, 2023

Regarding foreign countries (Foreigners, non-residents):

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
I was a resident abroad or lived at least 330 days in a country foreigner
I have income or have paid taxes on that income in outdoor

Part 3 - Uploading your documents:

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Thanks for submitting!

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