Tax Filing – P. Legrand Accounting Group

Additional information that may be needed to complete your tax return

Did you receive Social Security benefits? *

Yes
No

Did you have health insurance? *

Yes
No

File Upload

Click or drag a file to this area to upload.

If so, please include (1095)

Did you receive a 1099-MISC/ 1099-NEC? *

Yes
No

Did you receive both economic stimulus impact payments? *

Yes, I received BOTH payments
No, I only received ONE payment
No, I did not recieve any stimulus payments

Amount of 1st Payment

Amount of 2nd Payment

Did you or your dependent(s) take any higher education courses? *

Yes
No

File Upload

Click or drag a file to this area to upload.

If yes, please include a tuition statement / 1098-T

Did you pay interest on student loans? *

Yes
No

Did you pay for childcare? *

Yes
No

Provider's Name

Provider's Address

Address Line 1

Address Line 2

City

State

Zip Code

Provider's Tax ID#

Amount Paid

Do you own rental property? *

Yes
No

Did you sell your home? *

Yes
No

Did you sell any other property (equipment, land, etc.)? *

Yes
No

Did you make any estimated tax payments? *

Yes
No

Did you have a canceled debt? *

Yes
No

Are you an active member in the military? *

Yes
No

Did you collect unemployment compensation? If so, please include 1099-G *

Yes
No

Did you receive, sell, send, exchange or acquire any financial interest in any virtual currency? *

Yes
No

Do you have any gambling winnings (lottery, race, track, casinos, and raffles)? *

Yes
No

Did you receive pension, annuity, IRA, or retirement income? *

Yes
No

Did you make any IRA contributions? If yes, was it a ROTH or traditional IRA? *

Yes
No

Did you receive any interest or dividends from savings or investments? *

Yes
No

Did you withdrawal any funds from your pension plan (401K)? *

Yes
No

Did you sell stock, mutual fund, or other securities? *

Yes
No

Do you have a valid Driver License/ State ID? If yes, please provide the number, issue & expiration date *

Yes
No

Signature *

Tax Payer's Personal Details

Spouse Info

Dependents

Dependent #1 Info

Dependant #1 Info

Dependant #2 Info

Dependent #2 Info

Additional information that may be needed to complete your tax return

Contact Info