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It records filing status, household circumstances, dependent names and characteristics, and support and credit-related confirmations. 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You will automatically  \nreceive a PDF copy of your return.  \n Y  N Did you have a change in marital status during 2024? If yes, please provide details below.  \n Married in 2024  Divorced in 2024 and date finalized:   * incl copy of Divorce Decree  \n Widowed in 2024-Spouse’s date of death:    Y  N Can you or your spouse be claimed as a dependent on another person’s tax return?  \n Y  N Has the IRS issued you an identity protection PIN number? *Note: the IRS issues a NEW one each calendar year* If yes: Taxpayer PIN   Spouse PIN    \n Y  N Have you been notified by the IRS or other taxing authority of any changes in prior year returns? Filing Status (select only one):  \n Single  Married Filing Jointly  \n Married Filing Separately-Spouse’s SSN    \n Y  N Did you live apart from your spouse for the last half of the year (July-December)?  Head of Household (only applicable if all the following statements are true and NOT MFJ or MFS)  \n Y  N Were you single or legally separated for the last half of the year (July-December)?  \n Y  N Did a qualifying child or dependent live with you for at least 6 months of the year?  \n Y  N Did you provide more than half the cost of maintaining a home where you and a qualifying child or dependent lived  \nDependents:  \nNote: If your dependent(s) has/have income and prepared his/her own tax return, please include a copy of his or her tax return.  \n\n| Full Name | Relationship | DOB | SSN | Months\u003Cbr>Lived\u003Cbr>With You | Full-time\u003Cbr>Student\u003Cbr>(age 18+) | Dependent\u003Cbr>Gross Income* |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1. |  |  |  |  |  Yes  No |  |\n| 2. |  |  |  |  |  Yes  No |  |\n| 3. |  |  |  |  |  Yes  No |  |\n| 4. |  |  |  |  |  Yes  No |  |\n\n* Include and indicate if earned income (wages) over $5,050; interest and dividend income over $13,000; or total investment income over $2,600 (interest + dividends + capital gains) *  \n Y  \n Y  \n Y  \n Y  \n Y  \n Y  \n Y  \n N Have you released the claim for dependency exemption for any of the above dependents to another taxpayer?  \nIf yes, list which dependent(s):    N Do you provide over 50% of the support for the above dependents during 2024?  \n N Are any of the above dependents married and filing a joint return with his/her spouse for 2024?  \nIf yes, list which dependent(s):    N Are all the above dependents a U.S. Citizen, U.S. National, or U.S. Resident Alien?  \nIf no, list which dependent(s) are not:    N Are any of the above dependents totally and permanently disabled?  \nIf yes, list which dependent(s):    \n N Have any of the following credits for your dependent(s) been disallowed or reduced by the IRS in prior years: Child Tax Credit; Additional Child Tax Credit; Earned Income Tax Credit; or American Opportunity Credit?  \nIf yes, list which dependent(s) and attach explanation:    N Did you pay any child/dependent care expenses for any dependent? If yes provide the following information AND receipt:  \nAdditional fees may be assessed if “See Attached” is written here in place of totals and complete information.  \n\n| Provider Na","cbCaiiMILrHL4B3B","https://ap.wps.com/l/cbCaiiMILrHL4B3B","pdf",447788,7,"English","# Personal Information\n## Filing Status and Marital Status Changes\n# Dependents\n## Support, Eligibility, and Credits\n# Child/Dependent Care and Education Expenses\n## Private School Tuition\n## College Student Information\n# Income and Supporting Forms","[{\"question\":\"Who must fill out this Form 1040 Client Information Sheet?\",\"answer\":\"The form states it is required to be filled out by ALL Clients.\"},{\"question\":\"What information is requested for marital status and dependents?\",\"answer\":\"It asks whether marital status changed during 2024 and requires details if married, divorced, or widowed, and it includes questions to determine whether you can claim dependents on your return and related eligibility conditions.\"},{\"question\":\"What expenses and student details are captured in the sheet?\",\"answer\":\"It collects child/dependent care expenses (with provider details and receipts), private school tuition (with school details and receipts), and information about any dependent full-time college students and associated education-related amounts.\"}]","Form 1040 Client Information Sheet - Tax Year 2024 | PDF",1789809357]