2022 Tax Questionnaire

Contact Information
Did your marital status change in 2022?
Did your address change in 2022?
Were there changes in your dependents in 2022?
Did you have any inherited income in 2022?
Did you or your spouse make any gifts to individuals over $16,000?
Did you cash in savings bonds for educational purposes or make any 529 contributions?
Did you, your spouse, or a dependent have any educational expenses in 2022?
Was any dependent over 19, a student, and working?
Did any of your dependents earn over $2,300 in investment income?
Do you have any interest in a foreign bank account?
Did you start a business in 2022?
Did you purchase or sell any real estate in 2022?
Did you buy or sell any bit coin or virtual currency?
Did you make a Qualified Charitable Distribution from an IRA? (Only if you are over 70 1/2)
Did you have any debts canceled or forgiven?
Do you have any money owed to you which is uncollectible?
Did you make any solar or Geothermal energy-efficient purchases in 2022?
Was your identity stolen or compromised in 2022?
Did you receive an IRS Identity Theft PIN for the 2022 tax filing?
Did you receive health insurance subsidies in 2022?
Did you receive any unemployment payments in 2022?
Did you pay your estimates as advised?
Do you expect your 2023 income to be similar to 2022?
Do you want to apply your refund to 2023?
Do you want your refund direct deposited to your account?
Has your bank account changed for direct deposit?
May the IRS discuss your return with Lewis & Co CPAs PC?
Would you like to sign your return electronically via email? ($5 additional charge per return)
Would you like your return sent to you:
If you would like for a copy of your return to be sent to your financial advisor or bank, please provide their email:
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