Individual Tax Return

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Individual Tax Return Intake Form

Which income documents do you have?

W-2 (Employment Income)1099-NEC (Freelance/Self-Employment)1099-MISC (Other Income)1099-G (Unemployment/State Refund)1099-INT (Interest Income)1099-DIV (Dividend Income)1099-B (Stock/Investment Sales)1099-R (Retirement/Pension)SSA-1099 (Social Security)K-1 (Partnership/S-Corp/Trust)Alimony ReceivedOther Income

Which investment or retirement items apply to you?

Sold stocks, bonds, or mutual fundsContributed to or withdrew from IRA/Roth IRA401(k) or pension distributionCryptocurrency transactionsHSA contributions or withdrawalsNone of the above

Which business or self-employment items apply to you?

Self-employed / freelancer / consultantOwn a small business (LLC, S-Corp, Partnership)Received 1099-NEC or 1099-MISCHave business expenses to deductUse home office for businessHave business vehicle useNone of the above

Which real estate items apply to you?

Own a home (mortgage interest & property tax)Sold a home or propertyHave rental incomeHave rental expensesBought or sold landNone of the above

Which credits or deductions apply to you?

Child Tax CreditChild & Dependent Care ExpensesEducation expenses (tuition, student loan interest)Charitable donationsMedical expensesEnergy-efficient home improvementsEarned Income Tax Credit (EITC)American Opportunity or Lifetime Learning CreditNone of the above

Do any of these special situations apply to you?

Foreign income or assets (FBAR, Form 8938)Lived in or moved between statesGot married or divorced this yearHad a new baby or adoptedReceived an inheritanceHad gambling winnings or lossesReceived forgiven debt (1099-C)Identity theft or IRS notice receivedNone of the above

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