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Personal Tax Questionnaire - 2019

Tax Questionnaire - General Information

Thank you for taking a few minutes to provide some valuable information to help ensure this year's tax preparation is a breeze. We are very excited to be working with you, and never hesitate to reach out with any questions.
1. What is your filing status for 2019? *This question is required.
In order to file as Head of Household (HOH), please ensure you meet the following criteria:
  • You paid for more than half of the household expenses
  • You must be considered unmarried for the tax year
  • You must have a qualifying child or dependent
    • The qualifying child or dependent must have lived within your home for more than 6 months during the year
    • As of the end of the tax year, the child must be under 19 if he/she is not a student, or under 24 if he/she is a full-time college student
    • The child must not have paid for more than half of his/her living expenses during the tax year
If you chose Married Filing Separately (MFS), will Journey Advisors & CPAs, PLLC be preparing your spouse's tax return for 2019? *This question is required.
Please share the link to this survey with your spouse (if they haven't already completed), or provide their e-mail address and we will send a link directly to them. *This question is required.
2. Please provide the following information for the TAXPAYER:
This question requires a valid email address.
Please provide the following information for the SPOUSE:
This question requires a valid email address.
4. Did anyone in the household live or work in another State during 2019? *This question is required.
5. Did all members of the household have healthcare coverage during 2019? *This question is required.
How was your healthcare coverage provided? *This question is required.
6. How many children (or others) are you claiming as dependents during 2019? *This question is required.
How many children (or others) are you claiming as dependents during 2019? *This question is required.
For DEPENDENT #1, please provide the following information: *This question is required.
For DEPENDENT #2, please provide the following information: *This question is required.
For DEPENDENT #3, please provide the following information: *This question is required.
For DEPENDENT #4, please provide the following information: *This question is required.
For DEPENDENT #5, please provide the following information: *This question is required.
For DEPENDENT #6, please provide the following information: *This question is required.
For DEPENDENT #7, please provide the following information: *This question is required.
For DEPENDENT #8, please provide the following information: *This question is required.
For DEPENDENT #9, please provide the following information: *This question is required.
For DEPENDENT #10, please provide the following information: *This question is required.
7. Have you had any communications with the IRS or any other taxing authority throughout 2019 and up until now? *This question is required.
8. Did you change your marital status during 2019? *This question is required.
9. Were there any births or deaths in your household during 2019? *This question is required.
Did any of your dependent children age 18 or younger (or under age 24 if a college student) have income (wages, interest, etc.) during 2019? *This question is required.
10. Did you PURCHASE any real estate during 2019? *This question is required.
11. Did you SELL any real estate during 2019? *This question is required.
12. Did you give a gift to an individual during 2019 of an amount greater than $15,000? *This question is required.
13. Do you anticipate any major life changes in 2020? *This question is required.