2019 Online Client QuestionnairePlease enable JavaScript in your browser to complete this form. - Step 1 of 11Name *Email *Name - SpouseEmail - SpouseFor any response where additional documentation is required, please use our SmartVault menu link to upload required documents or drop them off at our office.Do you need access to SmartVault? *YesNoNextPERSONAL INFORMATIONDid your marital status change this year? *YesNoDid your address change during this year? *YesNoAddressAddress Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeCan you be claimed as a dependent by another person? *YesNoDid your bank account change during the year for direct deposit purposes? If yes, please provide routing number, account number, name of bank, and type of account. *YesNoBank NameRoutingBank NameAccount TypeHave you been a victim of identity theft or identity fraud? *YesNoHave you served or are you currently serving in the United States military? *YesNoNextDEPENDENTSWere there any changes in dependents? For a new dependent, please provide a social security card to your SmartVault *YesNoWere any of your unmarried children, who might be claimed as dependents, 19 years of age or older at the end of 2019? *YesNoDid you have any dependents during 2019 who earned investment income? *YesNoDid you pay for childcare for your child, under age 13, so that you could work? *YesNoNextESTIMATED TAXESDid you make any estimated tax payments for 2019? If so, please provide date(s) paid and amount(s). *YesNoDateAmountDateAmountDateAmountDateAmountIf you have an overpayment of 2019 taxes, do you want the excess applied to your 2020 estimated tax taxes? *YesNoNextINCOMEDid you receive or pay alimony due to a divorce decree issued prior to 2019? *YesNoIf so, what is the amount?Did you cash any Series EE U.S. savings bonds? *YesNoDid you receive any disability income? *YesNo Did you have any foreign income or pay any foreign taxes? *YesNo Did you have an interest in or other authority over a financial account in a foreign country? *YesNoNextPURCHASES, SALES, AND DEBT Did you start a business, purchase rental or royalty property, or acquire an interest in a partnership, S corporation, trust, or REMIC? *YesNo Did you sell any stocks, bonds, or other investment property? *YesNo Did you purchase, sell, or refinance your principal home or second home, or take out a home equity loan? If so, provide all settlement statements. *YesNo Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources? *YesNoDid you have any debts cancelled or forgiven? *YesNoDid you invest in any cryptocurrency, such as BitCoin? *YesNoNextRETIREMENT PLANDid you receive a distribution from a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)? *YesNoDid you make or plan to make a contribution to a Roth or Traditional IRA. *YesNoDid you transfer or rollover any amount from one retirement plan to another retirement plan? *YesNo Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA? *YesNoNextEDUCATIONDid you or your dependent receive a distribution from an Education Savings Account or a Qualified Tuition Program? If so, please provide Form 1099-Q. *YesNoDid you or your dependent incur any tuition or education expenses that were required to attend a college, university, or vocational school? If so, please provide Form 1098-T and an account summary from the educational institution. *YesNoDid you pay student loan interest? *YesNoNextBUSINESS OWNERS AND RENTAL PROPERTYWas your home or other property you own, rented out or used for business? *YesNoDid you make any payments in 2019 that would require you to file Form(s) 1099? *YesNoIf “Yes”, did you or will you file required Forms 1099? *YesNoAre you claiming car or truck expenses for business use? *YesNo Was your business vehicle available for personal use during off-duty hours? *YesNoDo you (or your spouse) have another vehicle available for personal use? *YesNo Do you have evidence to support your deduction? *YesNo Do you maintain separate books and records to reflect income and expenses? *YesNoDid you perform a total of 250 or more hours of rental services during 2019 for your rental property? *YesNoNextMISCELLANEOUSDo you have a reason to opt out of e-filing? *YesNoDo you and/or your spouse want to allocate $3 to the Presidential Election Campaign Fund? *YesNoMay the IRS discuss your tax return with your preparer in the event you receive a notice about the tax return? *YesNoDid you engage the services of any household employees such as a nanny or housekeeper? *YesNoDid you have a high deductible health plan and contribute funds to a Health Savings Account? *YesNoDid you pay any long-term care expenses to an assisted living facility or home health care service provider? If so, please provide an annual statement from the provider. *YesNo Did you receive any correspondence from the Internal Revenue Service? *YesNoDid you or your spouse make any gifts to an individual or trust that total more than $15,000? *YesNoDo you want access to your 2019 tax return copy electronically? *YesNoNextITEMIZED DEDUCTIONSFor 2019, the standard deduction has been increased to $24,400 for married couples, $18,350 for head of household, and $12,200 for single or married filing separately. If you are 65 and older, an additional deduction of $1,300 per person if married and $1,650 for a single person is allowed.If you feel that itemizing deductions for your medical expenses, mortgage interest, property taxes, sales taxes, and contributions would exceed the standard deduction allowed, include corresponding documents. Please note, the total combined amount for real estate and sales taxes is capped at $10,000 and medical expenses must exceed 7.5% of your adjusted gross income.Please sign and date below: Taxpayer's Signature *Clear SignatureDate *Spouse's SignatureClear SignatureDate (Spouse)CommentSubmit