Tax return questionnaire for tax year 2016 - OA Tax Partners-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by checking the box if you are a new client. Fill in your mailing address if it differs from your tax return address.
3. For direct deposit, indicate your account type and provide routing and account numbers. If opting for paper checks, ensure you leave this section blank.
4. Complete the taxpayer and spouse sections with names, Social Security numbers, and dates of birth. Indicate any disabilities or blindness if applicable.
5. Fill out the dependents section, providing their names, Social Security numbers, and relationship to you. Ensure to check relevant boxes regarding their income and support.
6. Proceed to income items where you will list all sources of income such as W-2s, 1099s, etc., ensuring to include necessary documentation.
7. Finally, review all sections for accuracy before submitting your completed form through our platform.

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