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2018 Tax Questionnaire

Dear Valued Client,

This questionnaire helps us gather important information so we can be as thorough as possible in preparing your tax returns. Our country's tax laws are rapidly changing and affecting more and more people. The sheer complexity requires more attention to details than ever before. Whether you have an appointment, mail, or drop off your tax information, please take a few moments to complete the questionnaire and do not hesitate to call my office if you have any questions. The Internal Revenue Service has mandated tax preparers to file all tax returns electronically. If you have any questions or concerns regarding this mandate, please call.

Please note that the Internal Revenue Service NEVER contacts any taxpayer through the internet or e-mail. Please disregard any e-mails sent from the Internal Revenue Service as spam. In addition, the Internal Revenue Service will never contact a taxpayer by phone prior to attempting to contact them via U.S. mail. Please use caution with anyone calling and attempting to collect personal information or money and stating that they are with the Internal Revenue Service.


Client Name:
E-mail Address:
Phone Number:

Personal Information:
Are you a new tax client? Yes No
Did your marital status change during 2018? (If divorced, please provide divorce decree) Yes No
Did your address change since filing your 2017 tax return(s)? Yes No
Did your telephone number change since filing your 2017 tax return(s)? Yes No
Please provide your current occupation (occupations for both you and your spouse if filing jointly):

Dependents:
Were there any changes in dependents from the prior year? Please provide the name, social security number and date of birth for any newborn children or any new dependent parents. Yes No
Did you pay for child care while you worked, or searched for work? Yes No
Do you have any children under age 18 with unearned income, such as dividends, interest and capital gains of more than $1,050? Yes No
Did you pay any tuition, book fees or lab fees over $250 for any dependent(s) for the school years Kindergarten through Grade 12 to any public or private schools located in Illinois? If yes, please provide the dependent's name, grade, name and city of the school, and total amount paid for tuition and fees. Yes No

Purchases, Sales and Debt:
Did you Purchase, Sell, or Refinance any real estate in 2018, including your personal residence? If so, please provide closing statement(s). Yes No
Did you have any debts canceled or forgiven, such as credit cards or loans, during 2018? Yes No
Do you currently have or did you take out a home equity loan in 2018? Yes No
If so, were any of the funds used to purchase or improve your primary or second home? If yes, please provide details. Yes No

Itemized Deductions:
Did you have substantial medical expenses (including health insurance premiums, prescription drugs, dental and vision) paid out of your own pocket in 2018 which exceeded 7.5% of your income? Yes No
If you were covered by Medicare, do you have any supplemental insurance policies? Yes No
Did you pay for any long term care insurance also known as nursing home care insurance? If so, how much did you pay in 2018? Yes No
Did you make any charitable contributions, cash or non-cash (such as clothing or household items) during 2018? If so, please provide a list of the amounts and to whom the contributions were made. You must have a bank record of the contribution or a letter from the charity for cash contributions, and all donated goods must be in good condition or better. If applicable, please provide below the number of charitable miles that were driven in 2018. Yes No
If you plan to make or have made any charitable contributions of appreciated capital gain property (such as stocks, artwork, or land held more than one year), please indicate if you would like to discuss this option, or please provide documentation. Yes No
Did you make any large purchases such as a motor vehicle, boat or substantially remodel your home in 2018? Yes No
If yes, please provide the purchase amount and documents showing the amount of sales tax paid (for example, Form ST-556 for new vehicle purchases):

Miscellaneous
Did you pay any personal property taxes, including vehicle taxes, in 2018? (Not applicable to Illinois residents) Yes No
If so, please provide details and the amounts.
Did you have any additional income that has not been reported, such as tip income or any other miscellaneous income? Yes No
If you were a teacher, instructor, counselor, principal or aide for grades K-12 for at least 900 hours in 2018, did you have out of pocket expenses for books or supplies, used in the classroom? If so, please indicate the amount up to $250. Yes No
Did you and your family have health insurance for the entire 12 months of the year? Yes No
Did you purchase healthcare coverage (health insurance) in the open market under the Affordable Healthcare Act for you, your spouse, and any dependents? If yes, provide Forms 1095-A. For other healthcare coverage please provide forms 1095-B, and 1095-C. Yes No
Did you receive any unemployment compensation in 2018? If so, please provide a copy of Form 1099-G. Yes No
If you are taking a mileage deduction did you keep the REQUIRED mileage log to support your deduction? Yes No
If you were self-employed or had rental property in 2018 did you provide 1099's to your non-corporate outside contractors, as required? Yes No
If you were self-employed, did you have any of the following? If yes, please provide details.
Health insurance expenses for you and your family.
Yes No
Auto loan interest paid on your business vehicle.
Yes No
Did you use an office in your home to conduct any business activity?
Yes No
Did you or your dependents incur any expenses for tuition, books, fees, etc. for college courses or vocational school programs in 2018? Yes No
If yes, please list the amounts paid in 2018 and the year in school for you and/or your dependent(s), and provide all form 1098-T's.
Did you or your dependents pay any student loan interest in 2018? If so, please provide the amount paid, and all form 1098-E's. Yes No
Did you install any energy efficient improvements to your principal residence in 2018, such as adding new exterior windows or doors, insulation, high-efficiency heating and air conditioning systems or water heaters? If yes, please provide receipt of purchase along with a copy of the manufacturer's tax credit certification statement. Yes No
Did you purchase a new alternative technology vehicle, including a qualified plug-in electric drive motor vehicle in 2018? Yes No
Were you covered by an employer HSA plan in 2018 or was an HSA plan available through your employer?
If you had a distribution from an HSA please include Form 1099-SA, which may only be available on-line.
Yes No
Do you have stocks or any other securities in regular (non IRA and non 401-K) accounts that have decreased in value or have become worthless? Yes No
Did you make gifts of more than $15,000 in cash or property to any individual? Yes No
Did you make any traditional IRA contributions during 2018 or do you plan on making any traditional IRA contributions before April 17th, 2019 for 2018? If so, please provide the amount and the date contributed ($5500 maximum contribution; $6500 maximum contribution if over 50 years old as of 12/31/18). Yes No
Did you make any Roth IRA contributions during 2018 or do you plan on making any Roth IRA contributions before April 17th, 2019 for 2018? If so, please provide the amount and the date contributed ($5500 maximum contribution; $6500 maximum contribution if over 50 years old as of 12/31/18). Yes No
Did you convert an existing IRA into a Roth IRA? Yes No
Would you like to discuss a Roth IRA conversion? Yes No
Would you like to discuss any estate issues, such as executors, wills or trusts? Yes No
Did you incur any uninsured casualty or theft loss in a federal disaster area during 2018? Yes No
At any time during 2018, were you or your spouse a grantor or transferor for a foreign trust, have an interest in or a signature or other authority over a bank account, securities account or other financial account in a foreign country? Yes No
Did you or your spouse withdraw any amounts from a Coverdell Education Savings Account or Qualified Education Program (Section 529 plan)? If yes, include all Forms 1099-Q. This includes eligible distribution for tuition paid to a private school for grades K-12 Yes No
Did you make any contributions to Qualified Illinois State Tuition Section 529 Plans (Bright Start, Bright Directions or College Illinois), or another state's qualified tuition section 529 Plan for non-residents of Illinois for your children or grandchildren during 2018? If so, how much was contributed and for which child? Yes No
If you paid real estate taxes in 2018 on your principal residence, please provide the Property Tax PIN # below: (Only required for new clients or if you moved in 2018)
Did you prepay 2018 property taxes in 2017? Yes No
Did you prepay any 2019 property taxes in 2018? Yes No
If so, please provide dates and the amounts.
If you (or your spouse) are 70 1/2 or older on 12/31/18, and have Qualified Retirement Plans and/or IRA's, are you taking the required minimum distribution? Yes No
Did you purchase any items on the internet, mail order or other out of state purchases and not pay Illinois State Sales Tax (or your state of residency sales tax if other than an Illinois resident) on the purchase? Illinois requires you to pay sales tax on these purchases. If yes, please provide details. If you do not have the exact records, please estimate the gross purchases. Yes No
Did you pay in excess of $1,000 in any quarter, or $2,100 during the year for domestic services performed by individuals who could be considered household employees, such as nannies, cleaning individuals, etc.? Yes No

If Applicable:
Once your returns are completed would you like to e-mail or fax me the required forms "8879" and "IL-8453" to e-file your returns? If not, I will provide you with a return envelope. Yes No
If required, were all of your quarterly Federal and State estimated tax payments made? Yes No
Did you prepay your 2017 4th quarter state estimated income tax payment by 12/31/2017? Yes No
Did you prepay your 2018 4th quarter state estimated income tax payment by 12/31/2018? Yes No
Please provide all estimate amounts paid and the dates payments were made.
Would you like your Federal and State refunds directly deposited into your bank account? Yes No
If yes, and you used direct deposit last year, do you want the refund deposited in the same account? Yes No
If yes, and you have never used direct deposit, or if your bank account has changed since last year, please provide the following information or a voided check.
Name of Bank:
Bank Routing Number (9 digits):
Account Number:
Account type:                                          checking       savings
Please provide any further information below for questions that you answered Yes to above, and write down any questions or comments you may have regarding your 2018 income tax returns.

Tax Planning Information for Tax Year 2019:
Please provide details below if you expect any of the following or any other relevant changes to occur in 2019: A change in your marital status, a change in the number of your dependents, a substantial change in your income, a substantial change in deductions, or a substantial change in your withholding.
If you are 70 1/2 or older and take distributions from your IRA account and make charitable contributions, it may be beneficial to make these contributions directly from your IRA to the charitable organization. Please indicate if you would like to discuss this option. Yes No

If you would like a copy of this questionnaire, please print before submitting.

I thank you for your business and the confidence you have shown by your referrals, which are welcomed and most sincerely appreciated. Since your referrals are generally individuals you are acquainted with, you can be assured that no personal financial data whatsoever will ever be shared. As always, I look forward to serving your tax and financial needs.

Thank You,
Alex Gountanis, CPA