Did your marital status change during the year?
Did your address change during the last year?
Did you change the State of residency during the tax year?*
Did you or your spouse renew or change your driver license in 2024?
If yes, please attach your new driver licenses
If you are not a US citizen / Green card holder, is your and your family
members’ (including kids) Work Authorization valid?
Please attach the card(s)
Were there any changes in the number of dependents?
Did any of your dependents have unearned income over $1,300 or earned income over $14,600? If yes, the
dependent is required to file a return.
Did you or your spouse pay for childcare while you or your spouse worked or looked for work (including
summer camp)?
Did you obtain healthcare coverage through the Marketplace? If Yes, attach all
Forms 1095-A.
Did you have any transactions pertaining to a health savings account (HSA)? If
so, include all Forms 1099-SA and/or 5498-SA.
Did you have out-of-pocket medical expenses in excess of $10,000?
Did you receive a distribution from or contribute to a retirement plan
(401(k), IRA, etc.)? If so, include all Forms 5498 and/or 1099-R.
Did you transfer or rollover any amount from one retirement plan to another?
Did you convert part or all of your traditional/SEP/SIMPLE IRA to a Roth IRA?
Did you, your spouse, or a dependent incur any tuition expenses that are
required to attend a college, university, or vocational school? If so, include Form 1098-T.
Did you pay any student loan interest? If so, include Form 1098-E.
Did you or your spouse sell any securities, investment property, or
cryptocurrencies (such as bitcoin), not reported on Form 1099-B?
Did you or your spouse start, purchase, or sell a business, rental property,
or farm, or acquire/sell any interest in any partnership or S corporation?
Did you purchase any motor vehicles or boats in 2024? If so, provide the
amount of sales tax paid.
Did you make qualified residential energy-efficient improvements or purchases
involving solar, wind, geothermal, or fuel cell energy resources? If so, provide us with invoices you
paid in 2024 along with the tax credit certificate received.
Did you make any cash charitable contribution in 2024? If yes, please provide
copies of any giving statements that you received from the qualified non-profit organizations.
Did you or your spouse contribute property (other than cash) with a fair
market value of more than $500 to a qualified charitable organization?
At any time during the year did you have a financial interest in or signature
authority over at least one account located outside the US?
*(This includes foreign bank accounts, foreign investment accounts, foreign retirement/pension accounts,
foreign assets/stocks, etc.)
If yes, did the combined balance of all the foreign accounts you own is more than $10’000 at any point
during the year?
Do you have an interest/ownership in any foreign company?
Was your home rented out for more than 14 days or used as a home office?
Did you have total mortgages incurred on your first and/or second residence
greater than $750,000?
Did you use funds from a Home Equity Line of Credit (HELOC) for anything other
than to purchase, build, or substantially improve your residence?
Did you make any gifts, including birthday, holiday, anniversary, graduation,
education savings, etc., with a total (aggregate) value of more than $18,000 to any individual?
Did you pay estimated taxes for the tax year?
