Individual Tax Return Intake Formfinservepro2026-09-16T11:46:19+00:00 Individual Tax Return Intake Form Form 1040 – New & Returning Client Questionnaire Tax Year & Filing Status Tax Year Return Type New clientReturning client Filing Status SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Surviving Spouse Taxpayer Information First Name Last Name SSN / ITIN Date of Birth Occupation Phone Daytime Contact OK? YesNo Email Home Address City State ZIP Spouse Information (If Filing Jointly or Separately) First Name Last Name SSN / ITIN Date of Birth Occupation Phone Dependents List everyone who lived with you or whom you supported financially during the tax year. SSN/ITIN Date of Birth Relationship Months lived in Home for each dependent Income – Check All That Apply W-2 wagesInterest income (1099-INT)Dividend income (1099-DIV)Retirement/pension (1099-R)Social Security (SSA-1099)Unemployment (1099-G)Self-employment / 1099-NECRental property incomePartnership/S-corp K-1Stock/crypto sales (1099-B)Sale of a home or other propertyGambling / lottery winningsAlimony receivedOther income Number of W-2s Number of 1099s Describe any “Other income” checked above Self-Employment / Business (If Applicable) Business Name Business Type Gross Receipts Total Expenses Home Office? YesNo Deductions & Adjustments – Check All That Apply Mortgage interest (1098)Property taxes paidCharitable donationsStudent loan interest (1098-E)HSA contributionsChildcare/dependent care expensesEducation expenses (1098-T)Medical/dental expensesEducator expensesHealth insurance marketplace (1095-A)IRA contributions Total Estimated Tax Payments Made Prior Year AGI Life Events This Year Got married / divorcedHad or adopted a childBought or sold a homeChanged jobsStarted a businessMoved to a new state Refund/Payment – Direct Deposit or Debit Bank Name Account Type CheckingSavings Routing Number Account Number Document Checklist & Uploads Please upload or bring copies of the following, if applicable: Prior year tax returnGovernment-issued photo IDSocial Security cards for all filers/dependentsAll W-2s and 1099sK-1s from partnerships/S-corps1098 mortgage interest statementProperty tax statementsCharitable donation receiptsChildcare provider info (name, EIN, amount)Health insurance forms (1095-A/B/C)Voided check for direct depositRecords of estimated tax payments Upload Tax Documents (PDF or Images) Additional Notes / Questions for Your Preparer Signature Client Signature (Type Full Name) Date By signing, you confirm the information provided is accurate and complete to the best of your knowledge.
