Get Wi Gcu Income Tax Preparation Client Information Questionnaire 2023-2025

Completing the WI GCU Income Tax Preparation Client Information Questionnaire is an important step in ensuring accurate tax filing. This guide will provide you with user-friendly instructions to fill out the questionnaire thoroughly and efficiently, even if you have minimal experience with tax forms.

Follow the steps to effectively complete the questionnaire.

1. Click 'Get Form' button to obtain the form and open it in an accessible editor.
2. Begin with Section 1, where you will provide personal information. Fill in the taxpayer's first name, middle initial, last name, Social Security number, marital status, street address, and other contact details, including phone numbers and email address. Make sure to answer if you are blind and provide your date of birth.
3. In Section 2, you will need to input the spouse's information, following the same format used for the taxpayer. Fill in the spouse's name, Social Security number, marital status, address, and contact details.
4. Next, navigate to the filing status section. Indicate your filing status by checking the appropriate box for single, married filing jointly, married filing separately, or qualifying widow(er).
5. Proceed to Section 3, where you will list dependent information. For each dependent, input their name, Social Security number, date of birth, relationship to the taxpayer, their gross income in 2023, how many months they lived with you, and whether they were a full-time student.
6. In Section 4, confirm whether you received any IRS health insurance documents (Forms 1095-A, 1095-B, or 1095-C).
7. Section 5 requires you to declare all sources of income. Answer questions regarding Social Security benefits, interest income, dividends, child care expenses, deductions for student loans, IRA, and property taxes, as well as any alimony or medical expenses.
8. Continue through Section 6 to address any special deductions and general questions about foreign accounts, virtual currency, student status, and prior year tax filings.
9. In the final section, review the options for receiving any tax refund, including direct deposit or mail. Ensure that you provide accurate bank account information if applicable, and make sure to sign the form.
10. Once all sections are completed, save your changes, download your filled form, print it for your records, or share it as necessary.

Start filling out the WI GCU Income Tax Preparation Client Information Questionnaire online today to ensure a smooth tax preparation process.