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Tax return questionnaire for tax year 2016 - OA Tax Partners-2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by checking the box if you are a new client. Fill in your mailing address if it differs from your tax return address.
- For direct deposit, indicate your account type and provide routing and account numbers. If opting for paper checks, ensure you leave this section blank.
- Complete the taxpayer and spouse sections with names, Social Security numbers, and dates of birth. Indicate any disabilities or blindness if applicable.
- 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.
- Proceed to income items where you will list all sources of income such as W-2s, 1099s, etc., ensuring to include necessary documentation.
- Finally, review all sections for accuracy before submitting your completed form through our platform.
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