Tax Worksheet for U.S. Resident Returns

We kindly request that you complete the form below and submit all of the necessary documentation to prepare your U.S. Resident Income Tax Return. Also, a reminder that your annual Agreement Letter has been sent to you and must be signed before Larson Gross can begin tax preparation. For questions about how to sign your agreement letter, please visit our Support Resources page.

To ensure your tax return is prepared and filed by the April 15th filing deadline, please submit your documentation no later than March 15th, 2024.

We look forward to serving you!

NEW in 2023: The form below saves your data as you proceed to each step, so should you be interrupted, you can return to where you left off without losing your progress.

In addition, please be sure to keep an eye out for any small blue circle “tool tips” after questions. These tips provide additional information about supporting documents that should be uploaded at the end of the form under the “Upload Documents” section.


Tax Worksheet for US Resident

PERSONAL INFORMATION

 


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DEPENDENT INFORMATION

 


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HEALTHCARE INFORMATION

 


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EDUCATION INFORMATION

 


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EMPLOYMENT AND BUSINESS INFORMATION

 


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INVESTMENT INFORMATION

 


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RETIREMENT OR SEVERANCE INFORMATION

 


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PERSONAL RESIDENCE INFORMATION

 


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DEDUCTIONS & CREDITS INFORMATION

 


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GIFTING INFORMATION

 


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REGULATORY CORRESPONDENCE INFORMATION

 


FOREIGN INFORMATION

 


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ESTIMATED TAX PAYMENTS MADE INFORMATION

 


If you made any Estimated Tax Payments during 2023, please fill out the applicable fields below:

Federal Date Paid

Federal Amount Paid

State & Date Paid

State Amount Paid

Q1

Q2

Q3

Q4

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FINAL QUESTIONS

 



UPLOAD DOCUMENTS

Please upload any documents necessary for properly preparing your tax return, including any of the following examples:

Any forms:

  • 1095-A
  • 1099-SA
  • 1099-LTC
  • 1099-T
  • 1099-Q
  • 1098-E (Student Loan Slip)
  • W-2
  • 1099-MISC
  • 1099-NEC
  • 1099-G
  • 2023 K-1
  • 1099-DIV
  • 1099-INT
  • 1099-Conslidated
  • 1099-B
  • 1099-R
  • SSA-1099
  • 1098
  • 1099-S
  • Documentation containing the name, social security number, or employee identification number of the recipient of any child or dependent care and the amount paid.
  • Closing documents, purchase agreements, etc. if you started a new business, purchased a new rental property, farm or acquired any new or additional interest in any partnership, LLC, or corporation during 2023.
  • Closing documents, purchase agreements, etc. if you sold an existing business, rental property, farm, or any existing interest (full or partial) in a partnership, LLC or corporation during 2023.
  • Documentation of any sale or exchange of cryptocurrencies during 2023.
  • Closing statements from any real estate sold, exchanged, or purchased during 2023.
  • A categorized list of rental income earned and expenses paid by property address including any 1099 forms or property manager reports, if applicable.
  • Any receipts received from charity contributions made during 2023. If you contributed property be sure the receipts describe the items donated and their value.
  • A purchase statement for any new alternative technology vehicle, including a qualified plug-in electric drive motor vehicle bought during 2023.
  • Any notifications or correspondence received from the IRS or other taxing authority of any changes to prior year returns.
  • A voided check, if you would like a potential refund or payment to be automatically paid or withdrawn from your bank account.

Questions? Please reach out to your main point of contact via email or phone or call our main office line at 360.734.4280.