Get Wi Gcu Income Tax Preparation Client Information Questionnaire 2017

This guide will assist you in accurately completing the WI GCU Income Tax Preparation Client Information Questionnaire online. By following these instructions, you will be able to provide the necessary information for effective tax preparation.

Follow the steps to complete your questionnaire online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, provide your personal information, including your full name, social security number, marital status, address, and contact information. If you are blind or have a specific occupation, please also indicate that.
3. If filing jointly, repeat the process for your partner's information, marking 'T' for taxpayer and 'S' for spouse where appropriate.
4. In the 'Filing Status' section, select the appropriate option that describes your marital status as of December 31, including options for single, married filing jointly, married filing separately, or qualifying widow(er).
5. Proceed to 'Dependent Information' where you need to list the details of each dependent, including their name, social security number, date of birth, relationship to you, their gross income, and duration of living in your home.
6. In the 'Health Insurance Coverage' section, indicate whether you received any IRS documents and list any months individuals in your tax family did not have insurance coverage.
7. During the 'Income' section, provide details on any income sources such as Social Security benefits, interest income, dividends, and any other types of income, ensuring you include amounts where applicable.
8. In the 'Deductions' section, list any eligible deductions, like child care expenses, student loan interest, IRA deductions, and other expenses. Make sure to provide specifics where prompted.
9. For the 'General Questions' section, answer inquiries related to dependents' disabilities, past educational status, previously filed tax returns, and any outstanding obligations.
10. Finally, specify your preferred method for receiving any potential refund, provide necessary bank account details if applicable, and add your signature to validate the form.
11. After completing all sections, review your answers for accuracy, then save your changes, download, print, or share the completed form as needed.

Start completing your WI GCU Income Tax Preparation Client Information Questionnaire online today!