2024 Tax Year Due Diligence Form
2024 Tax Year Begins Monday, January 6, 2025
PLEASE COMPLETE THE INFORMATION BELOW TO DETERMINE YOUR FILING STATUS
*1. What is your current filing status? (Choose One)
*5. ARE ANY OF THESE DEPENDENTS OVER THE AGE OF 18?
*6. IF YOU ANSWERED "YES" TO #5, IS YOUR DEPENDENT CURRENTLY WORKING?
*7. IF YOU ANSWERED YES TO #5, IS YOUR DEPENDENT A FULL-TIME STUDENT?
8. DO YOU HAVE HEALTH INSURANCE WITH MARKETPLACE? IF YOU ANSWER "YES", PLEASE EMAIL FORM 1095-A TO info@expedienttaxservice.com
*9. DID YOU RECEIVE UNEMPLOYMENT BENEFITS FOR THIS TAX YEAR? IF "YES", PLEASE EMAIL FORM 1099-G TO info@expedienttaxservice.com
*10. ARE YOU INTERESTED IN REFUND TRANSFER AND/OR EASY ADVANCE? Deadline 2/28/25
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