DUE TO IRS REQUIREMENTS THIS QUESTIONNAIRE MUST BE COMPLETED AND SUBMITTED 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your mailing address if it differs from your tax return address. This ensures that all correspondence is directed correctly.
3. Indicate your preference for direct deposit by checking the appropriate box and providing your bank account details. This option allows for a faster refund.
4. Fill in personal information for both taxpayer and spouse, including names, Social Security numbers, and dates of birth. Ensure accuracy to avoid processing delays.
5. Select your filing status as of December 31, 2022, by checking the relevant box. This is crucial for determining your tax obligations.
6. List any dependents you are claiming, providing their relationship to you and other required details such as Social Security numbers and income information.
7. Complete the income section by checking applicable boxes and providing necessary documentation like W-2s or 1099 forms.
8. Review all sections carefully before submitting to ensure all required fields are completed accurately.

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