2024 Annual Tax Compliance Questionnaire (Individuals) Please complete this form in order for Rarity Tax to begin preparation for this tax year Other communication and documentation may be required for specific scenariosNew clients: when asked if something has changed, please always mark "Yes" and provide your infoDo Not submit this form until you are able to mark “Completed” on all relevant questions Name of Primary Taxpayer * First Name Last Name Has your address changed since last year? * No Yes Has your or your spouse's occupation changed since last year? * No Yes Has your or your spouse's Driver's License or State-Issued ID information changed since last year? * Needed for e-file No Yes Has your marital status changed since last year? * No Yes What was your most recent filing status? * Single Married Filing Joint Married Filing Separarte Head of Household Qualifying Widow Have your dependents changed? * No Yes If a dependent filed a return for the tax year, please upload a copy of the return to your tax portal * Completed Please list each dependent's income and months lived in your home * Or type "N/A" if no dependents At any time during the year, did you: (a) receive as a reward, award, or payment for property or services; or (b) sell, exchange, gift, or otherwise dispose of; a digital asset (or a financial interest in a digital asset)? * No Yes At any time during the year, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? * No Yes At any time during the year, did you receive a distribution from or were you the grantor of, or transferor to, a foreign trust? * No Yes If you had health care coverage with a government Marketplace (Exchange) during the year please upload Form 1095-A to your tax portal, issued by the Marketplace. In some family situations you may have more than one 1095-A * Completed If you are claiming someone on your return who was included on another taxpayer's policy through the Marketplace, you will need to upload a copy of that taxpayer's Form(s) 1095-A to your portal, as well * Completed If you had compliant health insurance through an employer plan, private policy, or with a government plan please upload Form 1095-B, 1095-C, or other proof of insurance to your portal * Completed Please indicate any months that you, a spouse, or a dependent was NOT insured. * Or type "N/A" if no lapse in coverage Please upload all Forms W-2 and any explanations of other wages, salaries, and tips to your tax portal * Completed Please upload all Forms 1099-NEC, -MISC, -K to your portal * Completed Please upload all Forms 1099-INT, -DIV, -B or others relating to investment or interest income to your portal. Also upload explanations of those or other related income as necessary * Completed Please upload any other documentation and explanation regarding other capital gains/losses or interest to your portal * This can include sale of a home, collectibles, precious metals, physical bonds, a business, and more. It can also include interest received from a seller-financed mortgage or any other loan you are collecting payments on Completed Please upload all Forms 1099-R, -SSA, and similar along with any other documentation and explanation of income from pensions, IRA or 401(k) distributions, annuities, and retirement account rollovers to your portal * Completed Please upload all Schedules K-1 from any partnerships, S-corporations, fiduciaries, investment funds, etc. to your portal * Completed Please upload any documentation and explanation of unemployment compensation received during the year to your portal * Completed Please upload any documentation and explanation of any other income you may have received during the year to your portal * Completed Please upload any documentation and explanation of foreign tax you paid to your portal for a potential foreign tax credit * Completed If planning to itemize, or you think you may itemize, please upload any documentation of itemizable expenses to your portal * A list of itemizable deductions can be found on the IRS website Completed Enter the total amount of any state and local income tax refunds from the prior year Describe any child and dependent care expenses you made during the year. Include number of dependents and amounts per dependent. Please upload documentation and explanations about the provider(s) to your portal * Or type "N/A" if no qualifying expenses Do you have expenses in relation to the adoption of a child that may be eligible for a tax credit? * Sometimes not all expenses could be claimed in a prior year. Please select "Yes" if this is the case for you No Yes Did you pay any higher education tuition or fees during the year? * No Yes Did you, your spouse, or a dependent receive a scholarship of any kind during the year? * No Yes Do you have any adjustments to your income not shown elsewhere? * e.g. Tradition IRA contributions, early withdrawal penalties, alimony paid, etc. No Yes Did you pay a household employee during the year? (Nanny tax) * If unsure, please mark "Yes" and explain No Yes Did you have a child under the age of 18 who earned investment (including interest and dividend) income during the year? (Kiddie Tax) * If unsure, please mark "Yes" and explain No Yes Did you or your spouse make any gifts that would require you to file a gift tax return? * If unsure, please mark "Yes" and explain No Yes Were you the recipient of, or did you make a "below-market" or interest-free loan during the year? * If unsure, please mark "Yes" and explain No Yes Please list any estimated tax payments you've made for the tax year * Dates and amounts. Include state and local estimated tax payments and note jurisdictions. Or type "N/A" if no estimated payments made Please list all states you worked in or had an income-producing asset in during the year. Include information on any state-specific deductions, credits, additions, or contributions that you can. * If you have any business, farm, or rental income or expenses please upload documentation to your tax portal * Be sure to note each activity/asset below. If Rarity Tax did your bookkeeping, no need to upload documentation. We'll be in touch if we need anything. Completed Please use this space to add any other relevant information you can think of or any concerns you have * Thank you!
