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TaxNiche Inc | Poornima S. Mathur, CPA, PC
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Personal Details
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Basic Tax Information
Residence Status
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Filing Status
Single
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Spouse Name
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Other Description
State of Residence
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Alabama
Alaska
American Samoa
Arizona
Arkansas
Armed Forces (Canada, Europe, Africa, or Middle East)
Armed Forces Americas
Armed Forces Pacific
California
Colorado
Connecticut
Delaware
District of Columbia
Federated States of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
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Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
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Palau
Pennsylvania
Puerto Rico
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South Carolina
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Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Northwest Territories
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Multi-State Tax Return
Yes
No
Number of State Tax Returns to be filed
Number of Dependents (ages 1-17)
Number of W2s
Health Insurance
Entire Year
Partial Year
None
Standard Deduction
Yes
No
Not Sure
Itemized Deductions
Charitable Contributions
Medical and Dental Expenses
Mortgage Interest/Property Taxes
Stocks
Stock Sales during the year
Yes
No
Number of 1099-Bs
Number of Stock Sale Transactions
Less than 10
11-25
26-100
More than 100
Number of RSU/ESPP stock transactions
0
1-10
11-25
26-100
More than 100
Virtual Currencies
VC Sales/Conversions/Exchanges
Yes
No
Number of Sales/Conversions/Exchanges
Less than 10
11-25
26-100
More than 100
Are your VC transactions in an organized format?
Yes
No
Do you operate VC trading as a business?
Yes
No
Not Sure
Other Income
Interest/Dividend Income
Distributions from HSA
Distributions from Retirement plans, IRAs
Number of 1099-Rs
Rental Properties
Yes
No
Number of Rental properties
Income from
1099-NEC
1099-MISC
Sole-Proprietorship
Single-member LLC
Schedule K1s
S Corp
Multi-member LLC
Partnership
Number of K1s
Other Reporting Items
Any Other Reporting Items?
Yes
No
Additional Medicare Taxes
Child Care Expenses
College Tuition Form 1098-T
Health Insurance Form 1095-A
IRA Contributions
Net Investment Income Tax
Residential Energy Efficient Property Expense
Self-Employed Health Insurance
Self-Employed Retirement Contribution
Sale of Property
Sale of Property?
Yes
No
Sale of Rental Property
Yes
No
Sale of Residential Property/Main Home
Yes
No
Foreign/Overseas
Ownership in
Foreign Corporation
Foreign Partnership
N/A
% of Ownership in Foreign Corporation
% of Ownership in Foreign Partnership
Foreign Financial Assets
Yes
No
Foreign Assets
Income from Foreign Financial Assets
Yes
No
Foreign Taxes Paid
Yes
No
Maximum Value in USD
$0-$10k
$10k-$50k
$50k-$100k
More than $100k
Maximum value of all foreign accounts
Number of Accounts to be Reported
1-7
8-15
15-25
More than 25
Would you like us to prepare FBAR?
Yes
No
Additional
Additional Reporting/Other Comments
- None -
Yes
No
Details
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