2009 Tax Preparation Questionnaire

2009 Tax Preparation Questionnaire

Find out which documents you'll need by answering the following questions.

1. Were you married as of Dec. 31, 2009?
2. Did anyone (other than your spouse) live in your home at some point during the year or did you provide support for
someone who didn't live with you?
- Was this person an ex-spouse?
- Was this person your parent or some other adult?
- Was this person your child?
3. Did you or anyone in your family take post-high school classes or make student-loan
payments this year?
4. Did you receive income this year for work that you did?
- Did you receive this income as an employee?
- Did you receive this income as a contractor or from self-employment?
- Did you drive your vehicle for work-related activities other than commuting
to and from your job?
5. Did you receive any other income this year?
- Did you have any pension, IRA, or social security income, or rollover any
amounts from a pension or IRA?
- Did you have savings or investment income (i.e. capital gains, dividends or interest)?
- Did you rent property to someone else?
- Did you drive your vehicle for purposes related to your rental property?
- Did you have any additional income we haven't mentioned yet?
6. Are you going to itemize your deductions, such as mortgage interest, property taxes, charitable contributions,
medical expenses, etc?
7. Did you make any contributions to an IRA?
8. Did you purchase a new vehicle on or after Feb. 17, 2009 through Dec. 31, 2009?
9. Did you purchase your first home Jan. 1, 2009 through April 30, 2010 (and had no previous ownership of a home in
the last three years)?



As always, please do not hesitate to call me to discuss and I look forward to speaking with you soon!! 
- Dan