Tax Preparation Questionnaire

(Only for agents)

Personal Information

Income Sources

Self-Employment / 1099 Expenses

Purpose: Helps claim ordinary & necessary business deductions IRS Form(s): Schedule C, Schedule SE

1️⃣ Electric Vehicle Purchase

IRS Form: Form 8936: Clean Vehicle Credit

Credit Code: IRC §30D, §25E (used EV credit)

2️⃣ Energy-Efficient Home Upgrades

IRS Form: Form 5695: Residential Energy Credits Credit Codes:

§25C – Energy Efficient Home Improvement Credit

§25D – Residential Clean Energy Property Credit

3️⃣ Home Purchase or Refinance

IRS Form: Schedule A: Itemized Deductions

Credit/Deduction Areas: Mortgage interest, Property taxes

(If YES request Form 1098)

4️⃣ Vehicle Purchase / Work Vehicle

IRS Form: Schedule C (depreciation), Form 4562

Codes: §179 expensing Plus Bonus: 100% or applicable year.

Family, Childcare & Education Credits

1️⃣ Child Tax Credit / Dependent Credit

IRS Forms: Schedule 8812, Code: IRC §24

IMPORTANT!!

2️⃣ Childcare / Daycare Expenses

IRS Form: Form 2441: Child & Dependent Care Credit

Code: IRC §21

3️⃣ College, Tuition, Education Expenses

TextForm 8863 – Education Credits

1098-T (school)

Codes:

American Opportunity Credit: §25A

Lifetime Learning Credit: §25A

IMPORTANT!!!

Medical Expense Deduction

IRS Form: Schedule A – Itemized Deductions

Code: IRC §213 (expenses > 7.5% AGI)

Retirement & Investment Reporting

Retirement Contributions (IRA, Roth, SEP, SIMPLE)Retirement Contributions (IRA, Roth, SEP, SIMPLE)

IRS Forms:

Form 5498

Schedule 1 (deductions)

Code: §219 – IRA deductions

Stocks, Dividends, Crypto

IRS Forms: Schedule D – Capital Gains

Form 8949 – Sales & Dispositions

Codes: Capital gains: §1(h)

Crypto taxable events: Notice 2014-21

Rental Property / Real Estate

IRS Form: Schedule E – Supplemental Income

Other Deduction Opportunities

Charity Donations

TextForm: Schedule A

Code: §170

Job-Related Expenses (Certain Workers)

Form: Schedule A (if allowed)

Code: §67(g) limitations

Forms: Schedule C (if business-related)

Code: §162

Final Documentation Uploads

Checklist for GHL upload field:

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