Dashboard

YOUR PERSONAL INFORMATION

Social Security Number *

Example 123-45-6789

First Name *

Middle Name(s)/Maiden Name *

Last Name *

Date of Birth (MM/DD/YYYY) *

Job Title *

Phone Number with Area Code *

Cell Phone Number *

Text OK

1 Yes

2 No

May we Text you via SMS?

Mailing Address, City, State & ZIP Code *

Email *

A full-time student?

3 Yes

4 No

Applies to this past year

Getting Unemployment?

5 Yes

6 No

Paying dependent care expenses?

7 Yes

8 No

United States Citizen?

9 Yes

10 No

Can anyone claim you on their tax return?

11 Yes

12 No

13 Unsure

Did you have Health Insurance?

11a Yes

12a No

Marital Status? *

If Divorced: Date of final Decree:

If Separate: Date of Separate maintenance agreement:

If Widowed: Year of Spouse's death

If Married: Did you get married in 2018?

If Married: Did you live with your spouse during any part of the last six months?

19 Yes

20 No

SPOUSE'S PERSONAL INFORMATION

Social Security Number

First Name

Middle Name(s)/Maiden Name

Last Name

Date of Birth (MM/DD/YYYY)

Job title

Phone Number with Area Code

Cell Phone Number

TEXT OK?

21 Yes

22 No

May we Text you via SMS?

Mailing Address, City, State, & ZIP Code

Email

A Full Time Student?

23 Yes

24 No

Getting Unemployment?

25 Yes

26 No

Paying dependent care expenses?

27 Yes

28 No

United States Citizen?

29 Yes

30 No

Can anyone else claim you on their tax return?

31 Yes

32 No

33 Unsure

Did you have Health Insurance?

31a Yes

32a No

DEPENDENTS

Other than your spouse, list the names of everyone you provided more than 1/2 total support who lived with you last year. you can list up to 6. (You may skip this entire section if inapplicable)

Dependent Name 1

Dependent 1 Social Security Number

Dependent 1 Date of Birth (MM/DD/YYYY)

Dependent 1 Relationship (Son, Daughter, Parent, etc.)

Dependent 1 Months lived in your home in 2018

Dependent 1 is a US Citizen?

34 Yes

35 No

Dependent 1 is Single or Married as of 12/31/2018?

38 Single

39 Married

Dependent 1 is a Full-Time Student?

40 Yes

41 No

Dependent 1 is Totally & Permanently Disabled? (IRS Form 524)

42 Yes

43 No

Dependent Name 2

Dependent 2 Social Security Number

Dependent 2 Date of Birth (MM/DD/YYYY)

Dependent 2 Relationship (Son, Daughter, Parent, etc.)

Dependent 2 Months lived in your home in 2018

Dependent 2 is a US Citizen?

44 Yes

45 No

Dependent 2 is Single or Married as of 12/31/2018?

48 Single

49 Married

Dependent 2 is a Full-Time Student?

50 Yes

51 No

Dependent 2 is Totally & Permanently Disabled? (IRS Form 524)

52 Yes

53 No

Dependent Name 3

Dependent 3 Social Security Number

Dependent 3 Date of Birth (MM/DD/YYYY)

Dependent 3 Relationship (Son, Daughter, Parent, etc.)

Dependent 3 Months lived in your home in 2018

Dependent 3 is a US Citizen?

54 Yes

55 No

Dependent 3 is Single or Married as of 12/31/2018?

58 Single

59 Married

Dependent 3 is a Full-Time Student?

60 Yes

61 No

Dependent 3 is Totally & Permanently Disabled? (IRS Form 524)

62 Yes

63 No

Dependent Name 4

Dependent 4 Social Security Number

Dependent 4 Date of Birth (MM/DD/YYYY)

Dependent 4 Relationship (Son, Daughter, Parent, etc.)

Dependent 4 Months lived in your home in 2018

Dependent 4 is a US Citizen?

64 Yes

65 No

Dependent 4 is Single or Married as of 12/31/2018?

68 Single

69 Married

Dependent 4 is a Full-Time Student?

70 Yes

71 No

Dependent 4 is Totally & Permanently Disabled? (IRS Form 524)

72 Yes

73 No

Dependent Name 5

Dependent 5 Social Security Number

Dependent 5 Date of Birth (MM/DD/YYYY)

Dependent 5 Relationship (Son, Daughter, Parent, etc.)

Dependent 5 Months lived in your home in 2018

Dependent 5 is a US Citizen?

74 Yes

75 No

Dependent 5 is Single or Married as of 12/31/2018?

78 Single

79 Married

Dependent 5 is a Full-Time Student?

80 Yes

81 No

Dependent 5 is Totally & Permanently Disabled? (IRS Form 524)

82 Yes

83 No

Dependent Name 6

Dependent 6 Social Security Number

Dependent 6 Date of Birth (MM/DD/YYYY)

Dependent 6 Relationship (Son, Daughter, Parent, etc.)

Dependent 6 Months lived in your home in 2018

Dependent 6 is a US Citizen?

84 Yes

85 No

Dependent 6 is Single or Married as of 12/31/2018?

88 Single

89 Married

Dependent 6 is a Full-Time Student?

90 Yes

91 No

Dependent 6 is Totally & Permanently Disabled? (IRS Form 524)

92 Yes

93 No

Notes

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Stephens Tax Office Pros

Dashboard

YOUR PERSONAL INFORMATION

SPOUSE'S PERSONAL INFORMATION

DEPENDENTS

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Hours & Info

Stephens Tax Office Pros

Dashboard

YOUR PERSONAL INFORMATION

SPOUSE'S PERSONAL INFORMATION

DEPENDENTS

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Like this:

Hours & Info