Tax Questionnaire 2022
Tax Questionnaire 2022
Required – Complete, sign and return.
At a minimum, we ask that you complete this brief tax questionnaire and return to us in an envelope along with your PAPER TAX FORMS AND ANY OTHER PAPER DOCUMENTS. We will return all documents to you.
Please return no later than April 15th , 2022.
Tax Form Reference Guide
Please send us all tax forms you receive. Send us your original paper forms.
| Income/Deduction | Tax Form |
| Wages | Form W-2 |
| Interest and Dividends | Form 1099-INT and 1099-DIV |
| Sales of Stocks, Securities, Capital Assets | Form 1099-B |
| Miscellaneous Income | Form 1099-MISC and 1099-NEC |
| Retirement/Pension Distributions | Form 1099-R |
| Pass-Thru Income (LLC’s, S Corp., Partnership, Trust, Estate) | Schedule K-1 |
| Unemployment Compensation | Form 1099-G |
| Social Security Income | Form SSA-1099 |
| Mortgage Interest | Form 1098 |
| Health Savings Account (HAS or MSA) | Form 1099-SA and 5498-SA |
| Healthcare Coverage or Insurance | Forms 1095-A |
| Student Loan Interest | Form 1098-E |
| Tuition | Form 1098-T |
Now Offering Refund Advance Loans!*
$150, $500, $1,000
NO FEE** 0.0%APR
$1,250-$6,000
Additional fees apply
*The Refund Advance is an optional tax-refund related loan provided by MetaBank, N.A., Member FDIC (it is not the actual tax refund) at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $150, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50%, or 75% of our expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.
**Certain Refund Advance Loans are available at no cost to taxpayer, however other options include a consumer fee.
