Upload Documents Questionnaire Your Name(Required) Cell Phone(Required)Primary Email(Required) Tax Year(Required)Basic InformationDid your address change? Yes No Enter Your Address Did your marital status change? Yes No Mention your marital status change? Single Married Widowed Did you change any bank accounts for direct deposits? Yes No Account Number Routing Number Dependent InformationWere there any changes in dependents from the prior year? Yes No The Names, DOB, SSN of Your Dependents [one per line]Do you have dependents who have or will file a tax return? Yes No EducationDid you pay any student loan interest? Yes No Did you or a dependent have any tuition or school-related expenses? Yes No RetirementDid you make or intend to make by April 15 2021 any IRA or Roth IRA contributions for 2020*? Yes No Did you make any withdrawals from a 401k, 403b or IRA under the favorable treatment of the CARES Act? Yes No Home Stuff, Purchases, Sales and Debt InformationDid you sell, exchange, or purchase any real estate? Yes No Did you make energy efficient improvements to your main home? Yes No Did you buy or sell any stock including cryptocurrency besides retirement accounts (IRA, 401k)? Yes No Income InformationDid you have any gambling winnings? Yes No Did you receive any payments / distributions from a pension, IRA or 401k plan? Yes No Did you receive any Social Security benefits? Yes No Did you receive any unemployment benefits? Yes No Did you receive any disability income? Yes No Did you receive any trust income as a beneficiary? Yes No Miscellaneous InformationDid you make any estimated tax payments? Yes No How much TAX you paid?Did you pay any childcare expenses? Yes No Did you purchase an alternative fuel vehicle? Yes No Upload Your Related Documents(Required) Drop files here or Select files Max. file size: 512 MB, Max. files: 20.