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1) # of W-2s:

2) Any self-employment Income

If Yes, # of 1099-MISC forms:

3) # of K-1 forms:

4) Please list any States lived and / or worked in besides N.Y. :

5) Do you itemize deductions?
YesNoNot Sure

6) Do you own your own home?

7) Did you receive $ 1,500 or more of interest income and / or dividends?

8) Did you SELL any stocks and / or bonds?

9) Did you receive any rental income from real estate?

If Yes, how many properties and what states are they in?

10) Did you have $10,000 or more in foreign bank accounts?

11) If you are not a U.S. Citizen or Permanent Resident, what is your immigration status and / or type of Visa:

12) Please list any other income and/or deductions not mentioned above:

MEI CPA, P.C. helps clients maximize their operating efficiency and minimize their tax liabilities!!