FileoTax - Tax Questionnaire 2025

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Tax Return
Questionnaire

Fill out this form to help prepare your 2025 tax return. It takes about 5-10 minutes. The more you share, the bigger your potential refund.

English Espanol ქართული Русский Українська

12 sections - ~8 min

01 / 12

Personal Information

Basic identification details. Required for all tax filings.

⚠ All personal data must be entered in English only - exactly as it appears on your documents (SSN card, W-2, passport, driver's license). The languages above are for your understanding of the questions only.

Full Legal Name

Exactly as on your SSN / ITIN card - in English

Date of Birth

SSN or ITIN

Current Address

In English - Street, Apt, City, State, ZIP

Phone

Email

Filing Status

Last Year's AGI (if known)

Adjusted Gross Income from 2024 return - used to verify identity

IRS Identity Protection PIN (if assigned)

6-digit IP PIN from IRS letter - leave blank if not applicable

Step 1 of 12

02 / 12

Spouse

Skip if Single or Head of Household

⚠ All personal data must be entered in English only - exactly as it appears on your documents.

If you selected Single or Head of Household, you can skip this section.

Spouse's Full Name

Spouse's Date of Birth

Spouse's SSN or ITIN

Did your spouse work in 2025?

Yes

No

Step 2 of 12

03 / 12

Dependents

Children or relatives who lived with you in 2025

⚠ All personal data must be entered in English only - exactly as it appears on your documents.

Do you have any dependents?

Yes

No

Step 3 of 12

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Income

All income sources in 2025

After submitting, you will receive a link to upload all documents directly to Google Drive.

Did you receive W-2 form(s)?

Yes

No

1099-NEC (freelance / contractor)?

Yes

No

1099-K (payment apps: Venmo, PayPal, Zelle, Square)?

Yes

No

1099-G (unemployment benefits)?

Yes

No

SSA-1099 (Social Security benefits)?

Yes

No

1099-R (pension / retirement)?

Yes

No

1099-INT / 1099-DIV (bank interest / dividends)?

Yes

No

Did you buy / sell cryptocurrency in 2025?

Yes

No

Rental income (landlord)?

Yes

No

Cash income not reported on any form?

Yes

No

Any other income?

Step 4 of 12

05 / 12

Business / Self-Employment

Schedule C, partnerships, S-Corp, LLC — all business activity in 2025

Did you have any business or self-employment income in 2025?

Includes freelance, gig work (Uber, DoorDash), side jobs, LLC, sole proprietorship, partnership, S-Corp

Yes

No

Step 5 of 12

06 / 12

Health Insurance

Coverage status in 2025

Did you have health insurance in 2025?

Yes

No

Insurance Type

⚠ Marketplace users: Form 1095-A is mandatory. Without it, we cannot file your return.

If self-employed: total premiums paid in 2025?

Self-employed health insurance deduction (above-the-line)

NJ Residents: New Jersey has its own individual mandate. If you were uninsured, you may owe a NJ Shared Responsibility Payment.

Step 6 of 12

07 / 12

Deductions & Credits

Every YES is potentially more money back.

Check all that apply. Even if you're unsure - mark YES and we'll verify during preparation.

CHILDREN & FAMILY

Daycare / babysitter for child under 13?

Yes

No

Child under 17 living with you?

Yes

No

Adoption expenses in 2025?

Yes

No

Alimony paid (agreement before 2019)?

Yes

No

EDUCATION

College / university / trade school? (Form 1098-T)

Yes

No

Student loan interest? (Form 1098-E)

Yes

No

529 education savings contributions?

Yes

No

HOUSING & PROPERTY

Mortgage interest? (Form 1098)

Yes

No

Property taxes paid?

Yes

No

Energy-efficient home improvements? (solar, windows, HVAC)

Yes

No

MEDICAL & HEALTH

Large unreimbursed medical/dental expenses?

Yes

No

HSA contributions (Form 5498-SA)?

Yes

No

WORK & RETIREMENT

IRA, 401k or retirement contributions?

Yes

No

SEP-IRA or SIMPLE IRA (self-employed retirement)?

Yes

No

Self-employment expenses? (tools, supplies, mileage)

Yes

No

Job-related moving expenses (military only)?

Yes

No

Educator expenses (K-12 teacher)?

Yes

No

OTHER

Charitable donations?

Yes

No

Casualty / theft losses (federally declared disaster)?

Yes

No

Electric vehicle purchased in 2025?

Yes

No

Other potential deductions?

Step 7 of 12

08 / 12

State Taxes

Each state has its own tax return

State(s) you LIVED in during 2025

State(s) you WORKED in during 2025

Did you move between states in 2025?

Yes

No

Did you pay rent in 2025?

Yes

No

NJ / NY STATE-SPECIFIC

NJ residents: NJ has its own individual mandate (health insurance penalty), property tax credit/deduction, and rent credit. NY residents: NYC has additional city income tax.

NJ Property Tax Credit / Homestead Benefit (if homeowner)?

Yes

No

N/A

Were you a NYC resident in 2025?

Yes

No

NYC School Tax Credit (NYC residents earning <$250K)?

Yes

No

Not Sure

Step 8 of 12

09 / 12

Bank Details

For direct deposit of your refund

Bank Name

Routing Number (9 digits)

Account Number

Account Type

Checking

Savings

Step 9 of 12

10 / 12

Additional

Foreign income, business, other situations

Income from outside the USA?

Yes

No

Foreign bank accounts over $10,000 at any point in 2025?

Yes

No

Foreign financial assets over $50,000 (FATCA / Form 8938)?

Yes

No

Gambling winnings or losses in 2025?

Yes

No

Did you receive any IRS notices or letters in 2025?

Yes

No

Do you owe taxes from prior years?

Yes

No

Anything else to mention?

Step 10 of 12

11 / 12

Documents

Check everything you have. Upload after submitting.

After submitting you will receive a Google Drive upload link. Clear photos from your phone are fine.

Preferred language for communication

I confirm that all information provided is truthful and accurate to the best of my knowledge.

You're All Set

Thank you for choosing FileoTax. Your information has been securely received.

1

Review - We'll review your information within 24 hours

2

Upload link - Check your email for a secure document upload link

3

Preparation - Your return will be prepared and sent for your approval