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Circle one YES or NO |\n| HOW DO YOU WANT YOUR REFUND? Circle One DIRECT DEPOSIT or APPLIED TO THE FOLLOWING YEAR |\n| BANK NAME ROUTING \\# ACCOUNT\\# |\n| IS THIS A CHECKING OR SAVINGS ACCOUNT? Circle One IS THIS A JOINT ACCOUNT? YES or NO |\n| DO YOU WANT YOUR TAX RETURN MAILED BACK TO YOU? THERE ISAN $11.00 POSTAGE FEE YES or NO |\n| HOW WOULD YOU PREFER TO RECEIVE A COPY OF YOUR TAX RETURN? Circle one PAPER COPY or ELECTRONIC COPY |\n| HOW WOULD YOU PREFER TO RECEIVE FUTURE TAX YEAR'S CHECKLIST AND LETTERS? Circle one MAILED or EMAILED |\n| IF YOU RENEWED YOUR DRIVERS LICENSED IN 2025 WE NEED A COPY OF THE FRONT AND BACK. YES or NO |\n\nDEPENDENTS  \n\n| NAME S.S.\\# D. O. B. |  |  | IF OVER 18,\u003Cbr>STUDENT RELATIONSHIP |  | \\#OF MONTHS LIVED WITH YOU IN 2025 |  |\n| --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |\n\nPATRICIA MILLER TAX SERVICES, INC.  \nPERSONAL INFORMATION YES NO  \nDid your marital status change during the year?  \nIf yes, explain:  \nCan you be claimed as a dependent by another taxpayer?  \nDid you, your spouse, or any dependents, receive an identity protection pin (IP PIN)  \nfrom the IRS or have you been a victim of identity theft?  \nDEPENDENT INFORMATION  \nWere there any changes in dependents from the prior year?  \nif yes, explain:  \nDid the children who lived with you spend more than half the year with you in the U.S.A. Do you have any children under age 19 or a full-time student under age 24 with unearned  \nincome in excess of $1,350?  \nDo you have any dependents who must file a file return?  \nDo you provide over half the support for any other person(s) other than your dependent children during the year?  \nDid you pay for child care while you worked, looked for work, or while a full time student? Did you pay any expenses related to the adoption of a child during the year?  \nPURCHASES, SALES, DEBT INFORMATION  \nDid you start a new business or purchase rental property during the year?  \nDid you sell, exchange, or purchase any assets used in your trade or business?  \nDid you sell, exchange, or purchase any real estate during the year?  \nDid you purchase or sell a principal residence during the year?  \nDid you acquire or dispose of any stock during the year?  \nDid you receive or sell any digital assets? (Cryptocurrency, Bitcoin, Ethereum, etc.)  \nDid you take out a home equity loan this year?  \nDid you refinance a principal residence or second home this year?  \nDid you sell an existing business, rental, or other property this year?  \nDid you have any debts canceled or forgiven this year, ex. home mortgage or student loan(s)?  \nDid you purchase any tangible personal property and, or services outside the state or on the internet and use it within New York State and not pay sales tax?  \nIf so, Include the information.  \nPATRICIA MILLER TAX SERVICES, INC.  \nINCOME INFORMATION YES NO  \nDid you receive the NYS Inflation check? If so, how much? $400, $200 or another amount? Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly such as from investment accounts, partnerships or a foreign employer?  \nDid you receive any disability income during the year?  \nDid you receive any tip income not reported to your employer th","cbCaid84PCXEVsvR","https://ap.wps.com/l/cbCaid84PCXEVsvR","pdf",123905,6,"English","# Taxpayer and spouse information\n## Refund and filing preferences\n# Dependents\n## Identity and dependent eligibility\n# Personal information\n## Marital status and dependent claim\n# Purchases, sales, and debt\n# Income information\n## Foreign income, tips, gig economy, unemployment\n# Retirement and educational information","[{\"question\":\"What refund options are requested in the checklist?\",\"answer\":\"Taxpayers must indicate whether refunds should be directed deposited or applied to the following year. It also asks for bank name, routing number, account number, and whether the account is checking, savings, or joint.\"},{\"question\":\"What dependent and identity-related information does the checklist collect?\",\"answer\":\"It asks whether the taxpayer can be claimed as a dependent by another person and whether the taxpayer, spouse, or dependents received an IRS IP PIN or were a victim of identity theft. It also gathers details on changes in dependents and eligibility rules.\"},{\"question\":\"What income categories are the checklist questions focused on?\",\"answer\":\"It asks about foreign income and taxes, disability income, unreported tip income, overtime pay, self-employed/gig work with relevant 1099 forms, rental income, prizes and gambling, unemployment benefits, and other specified income types.\"}]","2025 Income Tax Return Checklist - Direct Deposit and Refund Preferences - Patricia Miller Tax Services | PDF",1789788582]