1. Basic Info > 2. Income > 3. Adjustments & Deductions > 4. Payments & Credits > 5. Miscellaneous
This questionnaire is intended to help guide you in gathering all the information you need to provide us so that we can prepare a complete and accurate tax return for you. If you have a special situation or have a question, please let us know and we'll do our best to advise you.
Basic Information
The following questions provide basic information necessary for your tax return(s) and help us determine how best to file your return(s). Please check if you (or your spouse/partner)...
NinjaTax says: you are considered unmarried if, on the last day of the tax year, you are not married, are divorced or are legally separated from your spouse under a separate maintenance decree. Special rules may apply if you live apart from your spouse.
We'll need: basic information about yourself, including full name, date of birth, social security number, home address, contact information, occupations and citizenship/residency status.
NinjaTax says: you are considered married if, on the last day of the tax year, you are in a legal marriage recognized under state law. This includes common law marriages, if they're recognized by the state in which you live.
We'll need: basic information about you and your spouse, including full name, date of birth, social security number, home address, contact information, occupation and citizenship/residency status.
Are in a same-sex marriage, civil union or domestic partnership recognized under state law [more]
NinjaTax says: same-sex marriages, civil unions and domestic partnerships are treated differently for tax purposes, and may have different treatment under federal and state law.
We'll need: basic information about you and your spouse/partner, including full name, date of birth, social security numbers, home address, contact information, occupation and citizenship/residency status.
Are an unmarried widow(er) and your spouse died within the last three years [more]
NinjaTax says: if your spouse died within the last three years, and you haven't remarried, you may qualify for special tax treatment.
We'll need: basic information about you and your deceased spouse, including full name, date of birth, social security number, home address, contact information, citizenship/residency status and the date of death of your deceased spouse.
NinjaTax says: dependents are those people you primarily support. This usually includes minor children, but can include other family members and others.
We'll need: information about each dependent, including full name, date of birth, social security number, relationship to you, whether and how long he/she lived with you, and whether he/she is a full-time student or is permanently and totally disabled.
NinjaTax says: being blind qualifies you for a higher standard deduction, lowering your taxable income. You are considered legally blind if you cannot see better than 20/200 with glasses or contacts or your field of vision is not more than 20 degrees.
You should have: proof from your doctor or optometrist that you are legally blind.
NinjaTax says: being disabled may qualify you for tax benefits, like tax credits.
You should have: proof from your doctor that you are permanently and totally disabled.
Were deployed on active duty in the military during the tax year [more]
NinjaTax says: special rules may apply to you if you were deployed on active duty in the military.
We'll need: your dates and locations of deployment, and information about whether where you were deployed was a combat zone.
Can be claimed as a dependent on someone else's tax return [more]
NinjaTax says: you can be claimed as a dependent on another person's tax return if you do not provide the majority of your own support. This is most common for children and young adults that still live with their parents, but can apply in other situations as well.
Worked in a state in which you did not live during the tax year [more]
NinjaTax says: if you worked in one state and lived in another, or worked in multiple states, it may be necessary to file returns in multiple states. This is most common for people who live near state borders, or those who work in many places (such as performers).
We'll need: the state(s) in which you worked and lived, as well as the dates you worked in non-resident states. Proper recordkeeping is essential to apportion income.
Lived in more than one state during the tax year [more]
NinjaTax says: if you moved from one state to another, or moved multiple times during the year, it may be necessary to file state returns in multiple states.
We'll need: the states in which you lived and date(s) you moved. We will also need to break down the income you received by state.
Lived and/or worked outside of the United States during the tax year [more]
NinjaTax says: U.S. citizens and resident aliens are generally subject to U.S. tax on all of their worldwide income; however, a portion of income earned from foreign sources may be excludable from income. If you are not a U.S. citizen, the time you spent living abroad could determine whether you are a resident alien for tax purposes.
We'll need: the dates and locations you lived outside of the U.S., as well as details about travel to and from the U.S. We'll also need additional information about income and deductions that relate to U.S. and non-U.S. sources.
Lived and/or worked in Puerto Rico or an other U.S. possession during the tax year [more]
NinjaTax says: most U.S. possessions assess their own taxes; however, special rules may apply if, for example, you are a U.S. citizen living in a U.S. possession with income sourced from outside that possession.
We'll need: dates and locations of where you lived. We'll also need additional information about income and deductions that relate to U.S. sources and non-U.S. sources.
Were not a U.S. citizen or resident alien during the tax year [more]
NinjaTax says: U.S. citizens and resident aliens are generally subject to tax on their worldwide income. If you were not a U.S. citizen or resident alien, you may only be subject to your U.S.-source income. You are considered a resident alien if you have a green card, or if you were substantially present in the U.S.
We'll need: details of your citizenship and/or residency and dates of travel to/from the U.S.
Want any tax refund electronically deposited to your bank account(s) or want any tax owed electronically debited from your bank account [more]
NinjaTax says: if you owe taxes or are owed a tax refund, the payment or refund may be taken from or deposited to your bank account electronically.
We'll need: the routing number and account number of the bank account(s) you want to use. If you are owed a tax refund, you may also be able to have it deposited to a retirement account or used to buy savings bonds.
Lived in a certified disaster area during the tax year [more]
NinjaTax says: special tax rules and allowances often apply if you lived in a disaster area.
Have a tax year that does not coincide with the calendar year [more]
NinjaTax says: most taxpayers report and pay taxes based on the prior calendar year, and this is the default choice; however, some taxpayers elect a different tax year. If you haven't made such an election or aren't sure, this probably doesn't apply to you.
We'll need: information about your tax year and whether you've made any changes to it.
Account for taxes using a method other than the cash method [more]
NinjaTax says: most taxpayers report and pay taxes based on the cash method of accounting; however, some taxpayers elect a different method. If you haven't made such a choice, or if you aren't sure, this probably doesn't apply to you.
We'll need: the details of your accounting method, including special treatment of any items or special elections.
Income
The following questions will help us determine the sources and amounts of income you earned during the tax year. The list is not exhaustive, so please let us know if you have a special situation or if you aren't sure. Please check if you (or your spouse/partner)...
Received compensation for work performed in the U.S. for a U.S. employer [more]
NinjaTax says: you have compensation if you received wages, salaries or tips from your employer. Reporting and tax requirements are relatively standard if you work in the U.S. for a U.S. employer.
We'll need: any Form(s) W-2 you received from your employer(s). You should generally receive these by January 31 of the following year.
Received compensation for work performed outside the U.S. or for work performed inside the U.S. for a non-U.S. employer [more]
NinjaTax says: you have compensation if you received wages, salaries or tips from your employer. Reporting and tax requirements may be more complicated if you worked outside of the U.S. or if you worked in the U.S. for a non-U.S. employer. Your requirements may also be different if you worked for certain organizations.
We'll need: any statement you've received from your employer that details income and taxes paid. If this statement is in a language other than English, we'll also need a translation. If such a statement is unavailable, we'll need copies of your paystubs or bank records to calculate your income amounts.
NinjaTax says: income you earn from working at a church is typically treated as self-employment income. If you are a member of the clergy, you may have also received additional amounts, such as for parsonage, which may or may not be taxable. Certain tax exemptions may be available depending on your religious affiliation.
We'll need: any Form(s) 1099-MISC that you received; we also need details of the types and amounts of income you received from the church, as well as information about your religion (to determine whether any special treatment of amounts received is applicable).
NinjaTax says: self-employment income arises from a business you operate as a sole proprietor. A sole proprietorship is generally a business where you are the only owner and the business is not operated through a state-registered entity, like a corporation. However, if you operate your business through a single-member LLC, you may have self-employment income. Reporting requirements are likely different if your business has more than one owner. Common examples of people with self-employment income include consultants, real estate agents and professional gamblers.
We'll need: any Form(s) 1099-MISC that you received; we also need any records you have of income and expenses related to the business activity. We'll accept accounting files, like those from QuickBooks, if they're available.
NinjaTax says: income you earned from a farm you operated is treated differently under the tax laws.
We'll need: any Form(s) 1099-MISC that you received; we also need any records you have of income and expenses related to the farm. We'll accept accounting files, like those from QuickBooks, if they're available.
NinjaTax says: if you gambled during the year, the amount of income you received is likely taxable to you.
We'll need: any Form(s) W-2G you received; we also need the date(s)/event(s) where you gambled, the amount you gambled, and the amount of your winnings.
NinjaTax says: if you own property that you rent out, like real estate, the amount you received, net of rental expenses, may be taxable to you.
We'll need: details about the property -- location, basis (cost plus amounts spent on improvements less any depreciation claimed) -- and the amount of income and expenses related to the rental activity. If you used the rental property for personal use (including use by relatives), we'll also need to know the amount of personal use.
Received income from a partnership, S corporation, trust, estate, etc. [more]
NinjaTax says: partnerships, S corporations, trusts and estates pass through income to their owners/beneficiaries. If you had an interest in one of these sorts of entities, you may receive income from it -- even if you don't receive cash.
We'll need: any Schedule(s) K-1 you received. Some pass-through entities are not required to provide these until April 15th (or, sometimes, later), so it might be necessary to request an extension to file if these schedules aren't received in time.
NinjaTax says: unemployment compensation you received, such as from a state unemployment agency, may be taxable to you.
We'll need: any Form(s) 1099-G you received related to the unemployment compensation.
Received alimony or separate maintenance payments [more]
NinjaTax says: alimony consists of payments made by one former spouse to another, ordered under a decree of divorce or separate maintenance. Alimony does not include child support payments and is subject to numerous requirements.
We'll need: the amount and source of alimony received; we also need details of the terms of your alimony arrangement. We will gladly review your decree of divorce or separate maintenance if you're not sure whether amounts received qualify as alimony.
NinjaTax says: retirement income comes from sources like a retirement plan (like an IRA or 401(k)), pensions and annuities. This income may or may not be taxable, depending on the source and other factors. Note that if you took a distribution from a retirement plan before you reached retirement age, you may be subject to additional taxes.
We'll need: any Form(s) 1099-R you received and details of your contributions to funds from which you took a distribution.
NinjaTax says: payments you received from the Social Security Administration may or may not be taxable to you. Social security benefits typically include railroad retirement benefits.
We'll need: any Form(s) SSA-1099 or RRB-1099 you received.
NinjaTax says: interest you received, such as that earned on a bank account or bonds that you own, may be taxable to you. Certain types of interest income, such as that from municipal bonds, may not be taxable. If you bought newly issued bonds at a discount, the issue discount (OID) may also be included in interest.
We'll need: any Form(s) 1099-INT or 1099-OID you received. If you received interest from foreign sources, we'll need the details of sources and amounts of interest received from such sources. If you bought any bonds during the year with accrued interest, we'll also need to know the amount of accrued interest you paid for.
NinjaTax says: dividends may be earned on investments, such as stocks. The tax rate on dividends depends on whether they are qualified or ordinary dividends.
We'll need: any Form(s) 1099-DIV you received. If you received dividends from foreign sources, we'll need the details of sources and amounts of dividends received from such sources.
Sold stocks, bonds and other investments during the year [more]
NinjaTax says: if you sold stocks, bonds or other investments during the year, the amount of gain or loss may be income to you. If the gains or losses were in a tax-deferred account (like a retirement account) they may not be includible in current year income.
We'll need: any Form(s) 1099-B you received, as well as information about your basis (generally your cost) in such investments. If you don't receive Form(s) 1099-B (such as if an investment is in a foreign country), we'll need information about your basis and the sales proceeds.
Sold a home or other property that you owned [more]
NinjaTax says: if you sold property that you owned, any gain realized may or may not be taxable to you.
We'll need: any Form(s) 1099-S you received. If you don't receive Form(s) 1099-S (such as if a property is located in a foreign country), we'll need information about your basis in the property and the sales proceeds.
NinjaTax says: if you sold property in an installment sale (in payments), you may be required to recognize a portion of each payment as interest, which may be taxable to you.
We'll need: the details of the installment sale and the amount of payments received.
Received scholarships and grants for educational purposes [more]
NinjaTax says: while most scholarships and educational grants are not taxable, some may be depending on a number of factors.
We'll need: sources and amounts of scholarships received and information about the student for whom they were received.
Took a distribution from a 529 or other college savings plan [more]
NinjaTax says: certain college savings plans, such as 529 plans, are tax-advantaged, and distributions from such plans for qualified educational purposes are not usually taxable. However, distributions for other reasons may be taxable.
We'll need: any Form(s) 1099-Q you received. If you do not receive any Form(s) 1099-Q, the amount of distributions taken and the purpose/recipient of the funds.
Received educational assistance from your employer [more]
NinjaTax says: employer-provided educational assistance is generally not income to you, unless it exceeds certain limits. However, such assistance may reduce your eligibility for other deductions and credits. If you or your spouse/partner was employed by an educational institution, special rules may apply.
We'll need: the amount of employer-provided educational assistance.
Took a distribution from a health savings account (HSA) [more]
NinjaTax says: distributions from a HSA to pay for qualified medical expenses are not taxable, but if you took a distribution for other reasons, you may be required to pay income tax on the proceeds.
NinjaTax says: amounts you received from an insurance policy may or may not be taxable to you, depending on the nature of your insurance claim.
We'll need: details of the claim, including source, amount, nature of claim and policy type.
Received proceeds from a court judgment or legal settlement [more]
NinjaTax says: proceeds from a court judgment or legal settlement may or may not be taxable to you, depending on the nature of the award.
We'll need: details of the award, including amount and nature of the award. We'll gladly review your judgment or settlement paperwork to determine whether the award is taxable to you.
Had a debt for which you were personally liable forgiven or cancelled [more]
NinjaTax says: if you had a debt cancelled, the amount cancelled may be income to you. The treatment of the debt forgiveness depends on what type of debt it was.
We'll need: any Form(s) 1099-C you received and details of the type of indebtedness forgiven. If you did not receive any Form(s) 1099-C we'll need the type and amount of debt forgiven.
Want to report your child's investment income on your tax return [more]
NinjaTax says: if your child received investment income, you might be able to report it on your tax return, saving your child from having to file a return. Certain restrictions on this election apply. This is not a common election.
We'll need: the amount of investment income (interest, dividends and capital gain distributions) received by your child, and any Form(s) 1099-INT, 1099-DIV and 1099-B received.
Adjustments & Deductions
The following questions will help us determine your eligibility for certain income adjustments and tax deductions. You may be eligible for adjustments/deductions not listed here, so please let us know if you have a special situation or aren't sure. Please check if you (or your spouse/partner)...
NinjaTax says: charitable donations are often deductible on your tax return.
We'll need: the amount of cash contributed to charity during the tax year. A contemporaneous written statement from the charity is required to take a deduction.
NinjaTax says: property (non-cash) donations are often tax-deductible. Special requirements for larger donations and for donations of motor vehicles may apply. You may also be able to deduct mileage you incurred for charity and expenses you incurred to volunteer for a charity.
We'll need: details of the property donated, including fair market value; we'll need any Form(s) 1098-C you received (if you donated a motor vehicle). Please also let us know if you donated appreciated property, like stocks or bonds, or if you donated from a retirement account.
NinjaTax says: retirement plans include 401(k)s, 403(b)s, IRAs (Roth and Traditional), Keogh plans and self-employed retirement plans like SEP and SIMPLE plans. If you contributed to such a retirement plan, the amount of your contributions may be deductible and/or you may receive a tax credit. You can usually can make retirement plan contributions for a year after the year ends, typically until the due date for the tax return for the year.
We'll need: any Form(s) 5498 you received; if these are unanavailable, we will need the date(s) and amounts of contributions and the type of account you contributed to. If you haven't yet contributed but will before filing your return, let us know how much you will contribute.
Paid interest on a mortgage for a home in which you lived [more]
NinjaTax says: interest (and points) on a mortgage for a home in which you lived may be deductible.
We'll need: any Form(s) 1098 you received. If you did not receive any Form(s) 1098, we'll need the amount and details of mortgage interest and points you paid.
NinjaTax says: interest paid on student loans may qualify as an adjustment to income.
We'll need: any Form(s) 1098-E you received. If you did not receive any Form(s) 1098-E, we'll the amount and recipient of interest paid.
Paid tuition and/or fees to an educational institution. [more]
NinjaTax says: tuition and/or fees paid for yourself, your spouse or a dependent may qualify as an adjustment to income or may qualify for a tax credit. We will elect the treatment most beneficial to you.
We'll need: any Form(s) 1098-T you received. We'll also need information on tax-free scholarships you, your spouse or dependent(s) received, as these generally offset the tuition and fees paid.
Contributed to a 529 or other college savings plan [more]
NinjaTax says: contributions to 529 or other college savings plans are typically tax-advantaged and may be deductible for state income tax purposes.
We'll need: any Form(s) 5498-ESA you received (for contributions to a Coverdell ESA); if you didn't receive any Form(s) 5498-ESA, we'll need the amount of contributions you made and the plan you contributed to.
Incurred significant medical and/or dental expenses [more]
NinjaTax says: medical and/or dental expenses may be deductible if they exceed a certain portion of your income. Certain amounts, like improvements to your home for medical expenses or medical transportation expenses often qualify as medical expenses. Amounts reimbursed or paid by insurance or taken out of a pretax health care reimbursement account or HSA don't typically qualify as medical expenses, as they've been paid for with pretax money.
We'll need: details of the amounts paid, including the date(s) paid, amount incurred and any amount reimbursed by insurance.
Contributed to a health savings account (HSA). [more]
NinjaTax says: a health savings account may be available to you if you are enrolled in an eligible medical insurance plan. Amounts contributed to a HSA are often tax-deductible.
We'll need: any Form(s) 5498-SA you received; if these are unavailable, we'll need the amount of your HSA contributions, excluding any employer contributions.
Were self-employed and paid for health insurance. [more]
NinjaTax says: if you are self-employed and paid for health insurance, the amount paid is not necessarily a business expense, but may be deductible on your tax return. If you were a partner in a partnership or a 2% shareholder in an S corporation, the same treatment applies to you.
We'll need: the amount of health insurance premiums you paid or that were paid on your behalf.
NinjaTax says: if you itemize deductions, you generally have the option to deduct state and local sales taxes instead of income taxes paid. For most people this is less beneficial, but may be better if you live in a state that doesn't have an income tax or if you paid an especially large amount of sales taxes during the tax year.
We'll need: the amount of sales tax paid. Alternately, this amount can be calculated based on where you live, your income and the number of exemptions you claim on your tax return.
NinjaTax says: work-related moving expenses sometimes qualify as an adjustment to income, depending on the particulars on the move. Expenses reimbursed by your employer may not qualify.
We'll need: the location of your old home, old job, new home and new job and the amount and type of expenses incurred.
Incurred work-related expenses that were not reimbursed by your employer [more]
NinjaTax says: ordinary and necessary business expenses may be deductible if they were not reimbursed by your employer (or if your employer included the amount of reimbursement as wages). For example, if you use a personal vehicle for business purposes, you may be able to deduct vehicle expenses related to business use (excluding commuting costs). If you were an educator, you may be able to take a certain amount of unreimbursed employee expenses as an adjustment to income.
We'll need: a listing of the type and amount of unreimbursed expenses. You must have substantiation of the expenses (receipts and/or mileage logs), which we will also accept.
Used your home or part of your home for business purposes [more]
NinjaTax says: if you used a home or part of your home regularly and exclusively for business purposes, you may be able to deduct certain costs related to the portion of your home you use for business. Numerous requirements apply.
We'll need: a description of the space you use for business, including square footage of the space and of your entire home, and a list of the expenses you paid to maintain your home. We may also need information about your basis in the home, if you own it (basis is generally your cost).
Paid alimony or separate maintenance payments [more]
NinjaTax says: alimony consists of payments made by one former spouse to another, ordered under a decree of divorce or separate maintenance. Alimony does not include child support payments and is subject to numerous requirements.
We'll need: the name and social security number of the recipient(s) and the amount of alimony or separate maintenance paid. We will also gladly review the terms of your alimony arrangement to see that it meets the criteria for alimony under the tax laws.
Lost money or property due to a casualty or theft [more]
NinjaTax says: if money or property was stolen or destroyed, and the loss wasn't and won't be fully reimbursed by insurance, the amount of the loss may be deductible.
We'll need: the details of the casualty or theft, the value of the property lost or destroyed, and the amount of any insurance reimbursement or other recovery.
Paid interest or dividends you received as a nominee [more]
NinjaTax says: if you have a financial account in your name that you keep for the benefit of another person, you may be a nominee. Interest and/or dividends received by you as a nominee may reduce the amount of interest and dividends you recognize on your tax return. Special reporting requirements may apply. This is not common.
We'll need: the amount and details of interest and dividends received as a nominee. If you want us to help you meet reporting requirements we'll also need information about the recipient(s) of the nominee interest and/or dividends.
NinjaTax says: if you paid interest related to an investment you made, you may be able to take it as a deduction on your tax return. You may have paid investment interest if, for example, you bought securities using margin debt provided by your broker or if you paid dividends on securities you sold short.
We'll need: the amount of investment interest paid.
Payments & Credits
The following questions will help us determine the amount of taxes you paid and your eligibility for certain tax credits. You may be eligible for tax credits not listed here, so please let us know if you have a special situation or aren't sure. Please check if you (or your spouse/partner)...
Made any federal or state estimated tax payments during the tax year [more]
NinjaTax says: during the year you may have made estimated tax payments to federal or state government agencies. This is often the case for people who do not have enough taxes withheld or who have income from various sources (like business income or capital gains).
We'll need: the date(s) and amount(s) of such estimated tax payments.
Bought a home or have a home purchase under contract (2008, 2009, 2010) [more]
NinjaTax says: if you bought a home in 2008, 2009 or 2010, you may qualify for a special homebuyer credit.
We'll need: date purchased and amount paid. If you have a home under contract but haven't yet closed, please let us know.
Received an economic recovery payment (2009) [more]
NinjaTax says: you may have received an economic recovery payment in 2009 if you receive social security benefits, supplemental security income, railroad retirement benefits or veterans disability compensation or pension benefits. If you received such a payment, the amount of a certain tax credit available in 2009 may be reduced.
We'll need: the amount of any economic recovery payments received, if any.
Incurred expenses to care for a child or dependent [more]
NinjaTax says: if you paid expenses to care for a qualifying child or dependent so that you (and your spouse/partner, if applicable) can work, you may qualify for a tax credit.
We'll need: |the amount you paid in care expenses, information about the child(ren) or dependent(s) receiving the care and whether you received any care assistance from your employer(s). Special rules apply if you paid a family member to care for your child(ren) or dependent(s).
Paid alternative minimum tax (AMT) in prior tax years [more]
NinjaTax says: if you paid AMT in prior tax years, you may be able to take a credit against your current tax year regular tax.
We'll need: copies of your tax returns for the tax years in which you paid AMT.
NinjaTax says: income taxes paid to foreign governments may be eligible for a tax credit (or a deduction); other taxes paid to foreign governments may be eligible for a deduction. You may have paid such taxes if you worked or had investments overseas.
We'll need: the amount of foreign taxes paid, the country(ies) they were paid to and the currency in which they were paid.
NinjaTax says: you may be eligible for a tax credit for adoption expenses. Adoption expenses include adoption fees, court costs, attorney fees and travel expenses.
We'll need: the amount and type of adoption expenses you incurred and information about the adopted child, including name, date of birth and identifying number (social security number or ATIN). We'll also need to know whether your employer provided any adoption assistance.
Bought an energy-efficient alternative-fuel motor vehicle [more]
NinjaTax says: if you purchased an energy-efficient alternative-fuel motor vehicle, you may be eligible for a tax credit. Such vehicles include: hybrid vehicles, lean-burn technology vehicles, fuel cell vehicles, plug-in electric drive motor vehicles and plug-in electric vehicles.
We'll need: the make and model of the vehicle purchased, as well as the price paid. Most of these vehicles will come with a manufacturer's certificate indicating they may qualify for a tax credit.
Made energy efficiency improvements to your home or purchased energy-efficient property [more]
NinjaTax says: you may be entitled to a tax credit if you: 1) made energy efficiency improvements to your home, like replacing doors or windows; or 2) purchased energy-efficient property, like a solar water heater or geothermal heat pump.
We'll need: a description of the improvements/equipment and the cost. Such improvements and equipment often come with a manufacturer's certificate indicating that they might be eligible for a tax credit.
NinjaTax says: tax credit bonds may or may not pay interest, but may provide the holder with tax credits. These bonds include: clean renewable energy bonds, Gulf tax credit bonds, energy conservation bonds, Midwestern tax credit bonds, forestry conservation bonds, school construction bonds, zone academy bonds and Build America bonds.
We'll need: the principal payment date, outstanding bond principal and credit rate of each bond.
Miscellaneous
The following questions cover certain other situations that may have special treatment or requirements under the tax laws. This list isn't exhaustive, so please let us know if you have a special situation or aren't sure. Please check if you (or your spouse/partner)...
NinjaTax says: if you had household employees, like a maid or nanny, you may be required to pay employment taxes for them.
We'll need: details of the compensation of such household employees; we'll also need to know the amounts of any taxes you withheld from their paychecks.
Had a property foreclosed on, sold a property short or relinquished a property in lieu of foreclosure [more]
NinjaTax says: special tax rules may apply to property that you gave up in a foreclosure, short sale or abandonment in lieu of foreclosure.
We'll need: any Form(s) 1099-A or 1099-C you received and details of the foreclosure, short sale or abandonment.
Exchanged a piece of property for another piece of property [more]
NinjaTax says: if you exchanged one piece of property (like a vehicle or real estate) for a similar piece of property, you may be able to defer paying taxes on gain recognized in the exchange. Numerous requirements apply, and you should generally contact us before contemplating such a transaction.
We'll need: information about the old and new property, the date you acquired the original property and the date you transferred the property. We may require additional information depending on the situation.
Transferred money to or from a foreign person, trust, corporation or partnership [more]
NinjaTax says: special reporting requirements may apply to certain transactions between U.S. persons and foreign persons and entities.
We'll need: details and amounts of the transaction(s), in order to determine whether the reporting rules apply. We may need additional information if you want us to help you meet such reporting requirements.
Held $10,000 or more in a foreign bank account [more]
NinjaTax says: special reporting requirements may apply if you held $10,000 or more in a foreign bank account. This may apply to other financial accounts as well, such as brokerage or insurance accounts. The dollar measurement is in U.S. dollars or foreign equivalent.
We'll need: if you want us to help you meet your reporting requirements, we'll need various information about each overseas account, including the institution's name and contact information, highest amount held in the account during the year, type of account and account number.
