Individual 1040 Returns Questionnaire Individual 1040 Returns questionnaire 1. Are you current on your taxes? YesNo 2. Do you make estimated tax payments? YesNo 3. Do you have rental properties? YesNo 4. Do you frequently trade stock and/or receive RSUs as supplementary income? YesNo 5. Do you receive a supplementary statement from E*Trade or another provider giving you the adjusted cost basis for stock dispositions? YesNo 6. What other types of tax documents do you report? 1099-INTEREST1099-Brokerage Accounts (how many?)1099-R pensions and annuitiesSch. C – Sole proprietor business If yes, do you report home office expenses? YesNo 7. Do you have dependents? YesNo Do you report dependent care expenses? YesNo 8. We place all NEW clients on extension and require a deposit before starting services. Is this agreeable to you? YesNo 9. Do you itemize or take the standard deduction? YesNo If you itemize: Own your own homeReport Mortgage InterestCharitable donationsMedical expenses 10. Do you have any foreign reporting requirements such as FBAR? YesNo Note: Our office only supports FBAR filing. We do not handle other foreign reporting requirements. 11. What are your main concerns about your personal tax filings on Form 1040? Δ
