Individual Tax Questionnaire
Federal & California • Tax Year 2025
If you want to fill out a pdf version click here.
1.Taxpayer Information
Taxpayer
Spouse (If Married)
Marital Status (as of Dec 31):
Did your marital status change during the year?
Did your address change during the year?
2.Dependents
Could anyone other than yourself claim them as dependent(s)?
Does anyone else provide money to support your household?
What documents are you able to provide proving that your dependents are related to you, live in your home & are supported by you?
Did you receive dependent care benefits from employer?
Did you pay child/dependent care expenses?
Were any of these credits (EIC/CTC/ACTC/ODC/AOTC) disallowed or reduced in a previous year?
If claimimg credit for a child dependent does the child reside with the taxpayer who is claiming the EIC/CTC/ACTC/ODC/AOTC?
3.Income Sources
Select all that apply:
Retirement distribution for medical/edu/home purchase?
Retirement contributions separate from employer?
Roth IRA conversion or Backdoor Roth?
4.Business / Contractor Info
Did you materially participate in 2025?
Do you have records for expenses?
Did you pay any one person $600 or more?
Did you use your vehicle for business?
5.Head of Household
Were you unmarried or considered unmarried as of Dec 31?
Did you provide more than half the cost to maintain a home for yourself and dependents?
6.College Credits
Did you or dependents attend college?
Did you pay student loan interest? (Attach 1098-E)
7.Housing
Do you own a home?
Did you sell or purchase a home in 2025?
Receive rent from real estate?
Foreclosure in 2025/2026?
Did you make an energy efficient improvements to your home?
Purchased solar/wind/battery/fuel cell tech?
Received Mortgage Credit Certificate (MCC)?
8.Health Information
Purchase insurance from Healthcare.gov or state government marketplace (1095-A)?
Participate in HSA or MSA?
Incur substantial unreimbursed medical expenses?
9.Vehicle Deductions
Did you purchase a Plug-in Electric Vehicle before September 30th 2025?
Did you purchase a new vehicle or motorcycle with a loan for personal use in 2025? (If vehicle was assembled in the US you can deduct up to $10000 in interest) Visit nhtsa.gov to see if your vehicle qualifies. If qualified provide a statement that shows interest paid.
10.Misc Deductions (Complete if you believe your total deductions + home interest will be greater than $15750 if single / married filing seperately, $31500 if married filing jointly, or $23625 for head of household.
Made charitable contributions? (Attach receipts or acknowledgements from charity, cancelled check or other proof)
Used vehicle for charity volunteer work?
Paid state tax on new vehicle?
Paid vehicle registration fees?
11.California-Specific
Were you a CA resident for the entire year?
Do you owe CA Use Tax on out-of-state purchases?
Rent in 2025 (Renter's Credit)?
Health coverage all year? (Attach form 1095-A, 1095-B or 1095-C)
If no what months were covered?
Did you apply for an exemption to healthcare coverage?
12.Other Information
13.Filing Questions
Identity Protection PIN from IRS?
Pay estimated taxes in 2025?
Direct Deposit Information
14.Authorization
I certify that the above information is true and complete.