TAXES BY ME TJR
Federal and State Tax Preparation
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All Tax Payers Questions
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Questionnaire
Lifestyle & Taxes
Did you pay or receive alimony in 2024?
Yes
No
Did you purchase health insurance through a public exchange/marketplace? (Provide Form 1095-A)
Yes
No
Did you purchase a new or used energy-efficient, hybrid, or electric car, or van?
Yes
No
Would you like to allow your tax preparer or another person to discuss your return with the IRS?
Yes
No
Children & Education
Were any children born or adopted in 2024? (Provide statement for other expenses.)
Yes
No
Were any children attending college? (Provide Form 1098-T and Form 1098-Е.)
Yes
No
Did you pay for child or dependent care so you could work or go to school? (Provide statement if applicable)
Yes
No
Did you make any contributions to a 529 plan in 2024?
Yes
No
Investments
Did you, or will you, contribute any money to an IRA for 2024?
Yes
No
Did you roll over any amounts from a retirement account in 2024?
Yes
No
Did you sell or transfer any stock or sell rental or investment property?
Yes
No
Deductions
Did you make any charitable contributions in 2024? If yes, provide details.
Yes
No
Did you purchase a brand new vehicle?
Yes
No
Business
Did you work from a home office or use your car for your business?
Yes
No
Do you own a business or an interest in a partnership, corporation, LLC, farming activities, or other venture?
Yes
No
Home
Did you purchase or sell a main home during the year? If yes, provide closing statement.
Yes
No
Did you make any new energy-efficient improvements to your home? If yes, provide details
Yes
No
If you sold a home, did you live in it for the last 2 out of 5 years? If so and you are single, was the profit less than 250,000 or married filing jointly profit less than 500,000?
Yes
No
State information
Resident status:
Full-year resident
Part-year resident
Nonresident
State of residence during 2024 and dates:
Do you rent or own your home?
Rent
Own
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