Step 1 of 2 50% Personal Information - TaxpayerFull Legal Name (as it appears on Social Security Card)* Occupation* Email* Phone*Address* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Social Security Number* Date of Birth*Year20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Month123456789101112Day12345678910111213141516171819202122232425262728293031Personal Information - SpouseFull Legal Name (as it appears on Social Security Card) Occupation Email PhoneSocial Security Number Date of BirthYear20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Month123456789101112Day12345678910111213141516171819202122232425262728293031Children InformationPlease enter you children's' names, Social Security Numbers, and Date of Birth Driver's LicenseIF YOU LIVED OR WORKED IN NY PLEASE PROVIDE A CLEAR COPY OF THE FRONT AND BACK OF YOUR’S AND YOUR SPOUSE’S DRIVERS LICENSES.Your Driver's License (front)Max. file size: 512 MB.Your Driver's License (back)Max. file size: 512 MB.Your Spouse's Driver's License (front)Max. file size: 512 MB.Your Spouse's Driver's License (back)Max. file size: 512 MB.IncomeDocumentation: Please upload the following documents as they apply:W-2 – wage incomeMax. file size: 512 MB.1099-DIV – dividend incomeMax. file size: 512 MB.1099-B – stock salesMax. file size: 512 MB.1099-MISC – other incomeMax. file size: 512 MB.W2-G – gambling winningsMax. file size: 512 MB.1098-T – college tuitionMax. file size: 512 MB.1099-INT – interest incomeMax. file size: 512 MB.1099-G – unemployment compensationMax. file size: 512 MB.1099-SSA – Social Security incomeMax. file size: 512 MB.1099-C or A – cancellation of debtMax. file size: 512 MB.1098 – mortgage interest and property taxesMax. file size: 512 MB.1095-A – Health Insurance MarketplaceMax. file size: 512 MB.Kollel Check:Annual Amount Name of Kollel EIN (if you have it) Self Employed:Please provide us with the following information:Total gross revenue received. A list of expenses by category.If your business is home-based, is there an area that is used exclusively for business? If you buy and sell inventory, what was your inventory balance as of December 31 Rental Property:If you own investment real estate, please include the following for each property:Total rents received A list of expenses by category1098 mortgage interest and property tax statementMax. file size: 512 MB.If you bought, sold, or refinanced in 2017, include a copy of the closing statement (HUD-1).Max. file size: 512 MB.If you bought the property in 2017, include the property tax postcard from the township.Max. file size: 512 MB.DEDUCTIONS AND CREDITSCharity: What amount did you give to charity? (Note: you are required to keep a receipt of any donation for your records) Medical: How much did you spend on medical expenses? Insurance premiums paid by you (do not include amounts paid by/through your employer) Other medical expenses (co-pays, deductibles, vision, dental) Tuition Paid: Did you pay any tuition to an accredited institution for post-high school education?Please enter Name, Amount, and School for each studentPrimary ResidenceRenters: How much did you pay for rent for the year? Homeowners: Property taxes paid? Mortgage interest? Upload form 1098Max. file size: 512 MB.If you purchased your personal residence in 2017, upload a copy of the closing statement (HUD-1).Max. file size: 512 MB.Child Care: How much did you pay for childcare for a dependent (this includes camp!)? In order to qualify, both spouses must have worked or attended school. School tuition does not qualify.Please enter Name of Child, Name/Address of caregiver, SS#/Tax ID of caregiver, and Amount Paid for each childHealth Insurance:Did you purchase health insurance through the Health Insurance Marketplace (exchange)?* Yes No Please upload Form 1095-A*Max. file size: 512 MB.DIRECT DEPOSIT INFORMATIONWould you like to have your refund deposited directly into your bank account?* Yes No Routing number* Account number* Other Docs.Max. file size: 512 MB. Dear Client, The COVID19 Pandemic has caused multiple implications as they pertain to the processing of 2020 tax returns. As such, we will need the following additional information in order to properly prepare your 2020 tax return: I. Unemployment Benefits ARE Taxable: Yes, I received unemployment during 2020 Yes, I have included a copy of Form 1099G Please note, the state of NJ does not mail out Form 1099G for Unemployment Benefits. You will need to log in to your unemployment account and download it. II. PPP Forgiveness Proceeds and EIDL Grants are NOT taxable. III. Stimulus Check: Stimulus Check amountMany taxpayers did not receive their stimulus check and many who did receive it did not receive the correct amount. There will be a recovery for the stimulus payment upon filing your 2020 tax return. In the space provided please tell us how much your stimulus check was for. IV. Paid Sick Leave and Paid Family Leave Tax Credits: Employers were able to take advantage of the Paid Sick Leave and Paid Family Leave tax credits. These credits are also available to those who were self-employed (this includes partners in partnerships!). If you were self-employed in 2020 we must know for how many days between April 1, 2020 and December 31, 2020 (if any) were you: 1. subject to a Federal, State, or local quarantine or isolation order related to COVID-19?1. subject to a Federal, State, or local quarantine or isolation order related to COVID-19? 2. advised by a health care provider to self-quarantine due to concerns related to COVID-19?2. advised by a health care provider to self-quarantine due to concerns related to COVID-19? 3. experiencing symptoms of COVID-19 and seeking a medical diagnosis?3. experiencing symptoms of COVID-19 and seeking a medical diagnosis? 4. caring for an individual who was subject to a Federal, State or local quarantine or isolation order related to COVID-19, or had been advised by a health care provider to self-quarantine due to concerns related to COVID-19?4. caring for an individual who was subject to a Federal, State or local quarantine or isolation order related to COVID-19, or had been advised by a health care provider to self-quarantine due to concerns related to COVID-19? 5. caring for a child whose school or day care provider was closed due to COVID-19?5. caring for a child whose school or day care provider was closed due to COVID-19? 6. experiencing any other substantially similar conditions to those of COVID-19 (even without a diagnosis)?6. experiencing any other substantially similar conditions to those of COVID-19 (even without a diagnosis)? Our firm has been working hard to be on top of the tax changes effectuated by the COVID19 pandemic. Please note additional fees may apply for the preparation of additional forms required this year. Δ
