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MISCELLANEOUS QUESTIONS
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If
any of the following items pertain to you or your spouse for this tax
year, please check the appropriate box and include all pertinent
details.
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Were there any births, adoptions, marriages, divorces, or deaths in your immediate family during the year?
 Y N
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Are any of your unmarried children, who might be claimed as Dependents, 19 years of age or older?
Y N
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Do you have any dependent children under age 24 with interest, dividend, and/or capital gain income in excess of $1,000?
Y N
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Can you be claimed as a dependent on another person's tax return?
Y N
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Did you or your spouse "rollover" a retirement plan distribution into another plan?
Y N
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Did you or your spouse receive any disability income during the year?
Y N
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Did
you purchase, sell, or refinance your principal home or your second
home, or obtain a home equity loan during the year? If yes, please send
escrow papers and other relevant information.
Y N
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Did
you sell any stocks, bonds, or other investment property during the
year? If yes, please list the description, date acquired, date sold,
sales price, cost or basis, and expenses of sale.
Y N
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Did
you pay any one household employee cash wages of $1,500 or more during
the year; withhold federal income tax during the year at the request of
any household employee; or pay total cash wages of the year to
household employees?
Y N
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Did you use your car on the job (other than to and from work)?
Y N
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Does anyone owe you money which has become uncollectible?
Y N
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Did you incur moving expenses during the year due to a change of employment?
Y N
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Did you or your spouse work out of town for part of the year?
Y N
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Did you incur a loss because of damaged or stolen property?
Y N
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Do you or your spouse want to allocate $3 to the Presidential Election Campaign Fund?
Y N
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Did
you have an interest in or signature authority over a bank or brokerage
account in a foreign country, or were you a grantor of or transferrer
to a foreign trust?
Y N
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Were you audited by either the Internal Revenue Service or the State taxing agency during the year?
Y N
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Did you receive any K-1s from S corporations, partnerships, estates, trusts, or LLCs?
Y N
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