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QUESTIONNAIRE (For Canada)
Questionnaire (For US)
ASSESSMENT OF TAX POSITION
SECURE FILE TRANSFER
CONTACT US
HOME
ABOUT US
SERVICES
TEAM
CLIENT PORTAL
QUESTIONNAIRE (For Canada)
Questionnaire (For US)
ASSESSMENT OF TAX POSITION
SECURE FILE TRANSFER
CONTACT US
Questionnaire (For US)
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Marital status
*
Married
Not married
Divorced
Tax filing status
*
Single
Married Filing Jointly
Married Filing Separately
Other
Name
*
First
Last
Email
*
Contact number
*
Date of Birth
*
SSN
*
First time tax filing?
*
Yes
No
Date of entry to US
*
Visa type
*
Visitor Visa
Student visa
Work Visa
GC/Citizen
Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Spouse
Spouse Name
*
First
Last
Spouse Email
*
Spouse Contact number
*
Spouse Date of Birth
*
Spouse SSN
Dependants
Dependant 1 Name
Dependant 1 Date of Birth
*
Dependant 1 SSN
Your Relationship with Dependant 1
*
Dependant 2 Name
Dependant 2 Date of Birth
*
Dependant 2 SSN
Your Relationship with Dependant 2
*
Dependant 3 Name
Dependant 3 Date of Birth
*
Dependant 3 SSN
Your Relationship with Dependant 3
*
Dependant 4 Name
Dependant 4 Date of Birth
*
Dependant 4 SSN
Your Relationship with Dependant 4
*
Dependant 5 Name
Dependant 5 Date of Birth
*
Dependant 5 SSN
Your Relationship with Dependant 5
*
Dependant 6 Name
Dependant 6 Date of Birth
*
Dependant 6 SSN
Your Relationship with Dependant 6
*
Dependant 7 Name
Dependant 7 Date of Birth
*
Dependant 7 SSN
Your Relationship with Dependant 7
*
Dependant 8 Name
Dependant 8 Date of Birth
*
Dependant 8 SSN
Your Relationship with Dependant 8
*
Dependant 9 Name
Dependant 9 Date of Birth
*
Dependant 9 SSN
Your Relationship with Dependant 9
*
Dependant 10 Name
Dependant 10 Date of Birth
*
Dependant 10 SSN
Your Relationship with Dependant 10
*
Did you/spouse live in Multiple states?
*
Yes
No
1. Name of State lived in
*
Lived From Date
*
Lived Till Date
*
2. Name of State lived in
Lived From Date
*
Lived Till Date
*
3. Name of State lived in
Lived From Date
*
Lived Till Date
*
4. Name of State lived in
Lived From Date
*
Lived Till Date
*
5. Name of State lived in
Lived From Date
*
Lived Till Date
*
6. Name of State lived in
Lived From Date
*
Lived Till Date
*
7. Name of State lived in
Lived From Date
*
Lived Till Date
*
8. Name of State lived in
Lived From Date
*
Lived Till Date
*
9. Name of State lived in
Lived From Date
*
Lived Till Date
*
10. Name of State lived in
Lived From Date
*
Lived Till Date
*
Did spouse live with you in the US at any time in the year?
*
Yes
No
Did you/spouse have any income in US?
*
Yes
No
Income Type
Employed
Self employed
Property income
Capital gains
Choose
*
Cab Driver
Food Delivery
Contracting Worker
Other
How many income properties
*
Description of capital gains
*
Did you/spouse have any income from outside US?
*
Yes
No
Please Specify type of income & Country name
*
Did you/spouse do FBAR/FATCA reporting in 2022 tax filing?
*
Yes
No
Select the options applies to you/spouse
Had any employment income (Attach W2)
Had any income from Partnership/S Corp/Trusts/Estates (Attach K-1)
Earned income from Investments, Stocks or Crypto? ( Other than Roth IRA) (Attach 1099-INT, 1099-DIV, 1099-B or 1099-S)
Sold real estate property (Contact us)
Did have contracting income/freelance income (Attach 1099- Misc, 1099-NEC and other 1099 forms)
Did you withdraw from 401K/457/Traditional IRA (Attach 1099-R)
Incurred Medical expenses (Attach receipts)
Paid for private health insurance (Attach 1095-A, 1095-B, or 1095-C)
Contributed to HSA or MSA (Attach receipts)
Contributed to 401K/457/IRA plans (Attach receipts )
Paid college fee for self or dependant (Attach 1098-T, 1098-E and receipts)
Incurred child care expenses (Attach receipts)
Paid mortgage interest (Attach 1098)
Paid property taxes (Attach receipts)
Did charitable contributions (Attach receipts)
Upload your documents/receipts as one file
Click or drag files to this area to upload.
You can upload up to 20 files.
Do you want to enroll your bank account with IRS/State for Auto deposit?
*
Yes
No
Bank Name
*
Account number
*
Routing Number
*
Comments
Terms and Conditions
*
I hear by declare that the above information is true to the best of my knowledge and I give my consent to Anumandla Accounting Inc. to read and retain the above information. *
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