TAXESUSA

Questionnaire:
Active Duty Military and DOD Civilians

 

  

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Marital Status






 

Dependent Information:

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* Important:

  • Name as it appears on the Social Security Card.
  • If anyone above used another last name in the past 10 years, let us know.
  • If any of the dependents did not live with you, let us know.

 

Income Information:

Do you have a W-2 for each job held?



Were any of your jobs with a government contractor or Foreign company?



Were you or your spouse self-employed (including home child care)?



Do you have any retirement income (including Social Security)?



 

Investment Information:

Did you earn any interest on savings accounts during the year?



Do you have any accounts at a foreign bank?



Did you invest in a mutual fund or hold stock for any company?



Do you have an IRA?



If yes:

Did you contribute to it?


Did you withdraw from it?


Did you convert it to a Roth IRA?


 

General Information:

Did you pay for child care while you went to work or to school?



Did you have any education expenses or make student loan payments?



Do you own a home?



If yes: Did you sell this home?


Did you rent this home to someone else last year?


 

Filing Information:

If you receive a refund do you want it deposited into a bank account?



If yes, provide:



:

4. Type of account:





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