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Truss Individual Tax Questionnaire

Each year, Truss includes a set of Standard Tax Questions to help firms verify key client details. Certain questions are dynamic, and client responses may create follow-up tasks as needed. The full list of questions can be found below.

Jamie Hancock avatar
Written by Jamie Hancock
Updated over 2 weeks ago

📌Personal Information

  1. Any new employers this year?

  2. Please list the new employer names.

  3. Did you have any Overtime Pay?

  4. Do you have a job where tips are customary?

  5. Did you have any gambling income or losses?

  6. Did you move or change addresses recently?

    • What’s your new address?

    • What day did you move?

  7. Did you purchase the home?

  8. Did you sell the old principal residence?

    • Did you receive Form 1099-S?

    • Did you or your spouse own or occupy the home as your principal residence for at least two years of the five years before the sale?

    • Did you or your spouse ever rent out the property?

    • Have you or your spouse sold another principal residence within the last two years?

  9. Was the move due to military service?

  10. How much were the moving expenses?

💍 Marital Status

  1. Any change to your marital status?

  2. What is your new status?

  3. Spouse Information

  • First name

  • Last name

  • Phone number

  • Email

  1. Spouse’s Date of Birth

  2. Spouse’s SSN

  3. Spouse’s Occupation

  4. State of Employment

  5. Is your spouse legally blind?

👶 Dependents & Childcare

  1. Will you be claiming any dependents for 2025?

  2. Dependent names

    • name

    • SSN

    • DOB

    • Relation

    • Gender

  3. Can another person qualify to claim any of your dependents?

  4. Did any of your dependents receive more than $1,350 of unearned income?

  5. Did they live with you for more than half of the year?

  6. Did you pay more than half of their living expenses?

  7. Did you have any childcare providers for 2025?

  8. Provider information

    • Provider Name

    • Address

    • FEIN/SSN

    • Amount Paid

  9. Did you have any adoption expenses last year?

🏥 Health & Medical

  1. Did any household member have Marketplace (Obamacare) coverage?

  2. Did you play long-term premiums for yourself or your family?

  3. Contributions made to:

    • Health Savings Account (HSA)

    • Archer MSA

    • Medicare Advantage MSA

  1. Did you receive distributions from:

    • Health Savings Account (HSA)

    • Archer MSA

    • Medicare Advantage MSA

  1. Were any funds used for non-medical purchases?

    • What were the purchases?

  2. Did you pay a large amount of out-of-pocket medical or dental expenses?

🌍 Foreign Activity

  1. Did you have any foreign income, accounts, gifts, or residence in 2025?

  2. Did you have financial interest or signature authority over a foreign financial account?

    • Account number and the highest value (2025) for each account

  3. Foreign trust or foreign gift involvement

  4. Were you a citizen of or did you live in a foreign country?

    • What country?

  5. Did you have income from or pay taxes to a foreign country?

💻 Digital Assets

  1. Did you buy, sell, or exchange any digital assets?

  2. Which exchanges did you use?

  3. Did you purchase or sell any NFTs?

💼 Business, Rental & Investment

  1. Did you start or purchase a new business during 2025?

    • What is the new name?

  2. Did you acquire a new/additional interest in a Partnership or S-Corp?

    • What are the names?

  3. Names of those Partnerships or S-Corps

  4. Did you sell any businesses?

  5. Did you sell any rental or investment properties?

  6. Did you purchase any rental or investment properties?

  7. Did you purchase any real estate during the year?

  8. Other real estate purchases/sales/exchanges (not your residence or rentals)

  9. Did you refinance your home or take out a home equity loan?

    • If a home equity loan, were the proceeds used to acquire, build, or improve your home?

  10. Did you receive principal or interest on property sold in prior years?

  11. Did you rent out your home (Airbnb, VRBO, etc.)?

  12. Did you use your home for business purposes (home office)?

📈 Income, Stocks & Debt

  1. Did you receive any other income we should know about?

    • Sources of other income

  2. Were you granted or did you exercise any employee stock options (NSO, ISO, ESPP, RSU)?

  3. Did you have any debts canceled or forgiven?

  4. Did you receive Social Security or disability?

  5. Did you pay sales tax on major purchases (vehicles, boats, etc.)?

  6. During the year, did you or your spouse inherit assets from someone who passed away?

    • If yes, please make notes on what assets were received, or yet to be received.

⚡ Energy, Vehicles & Home Improvements

  1. Did you purchase an electric vehicle?

  2. Any residential energy-efficient improvements or purchases?

  3. Did you purchase a vehicle this year?

  4. Do these three apply?

    • New Vehicle

    • Personal use only

    • financed with a loan

  5. Did you pay sales tax on major purchases (vehicle, boats, etc.) during the year?

💰 Retirement Accounts

  1. Any distributions or rollovers from a retirement account?

    • Specifically: IRA, Roth, Keogh, SIMPLE, SEP, 401(k), Payments from a pension, profit sharing, or other qualified retirement plans?

  2. Did you make contributions to a retirement account (outside an employer plan)?

    • Please provide details about the type of account and the amount contributed.

  3. Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA?

🏦 Mortgage, Charitable & Other Deductions

  1. Did you pay mortgage interest during the year?

  2. Did you make donations to charity?

  3. Taxpayers over the age of 70 ½ can make direct charitable contributions and shield some retirement distributions from being taxable.

    • Did you make any Qualified Charitable Distributions (QCDs) from your retirement account?

    • What is the amount of those QCDs

🎓 Education

  1. Did you pay tuition expenses?

  2. Did you pay student loan interest?

  3. Any contributions/distributions from a 529 or Qualified Tuition Program?

    • What state is the 529 plan under?

  4. Did anyone in your household attend a post-secondary school this year?

  5. Please provide student and school names.

  6. What other education-related expenses did you have?

    • Please list the amounts of eligible expenses.

🎁 Gifts

  1. Did you make any large gifts to one person?

  2. Who were the gifts made to, and how much?

💵 Refunds, Payments & Banking

  1. If a refund is due, would you like it to be deposited directly or applied towards next year's taxes?

    • We have added a blurb how it is now required that all payments and refunds are to be done electronically.

  2. If you have a balance due, would you like it withdrawn from your account?

  3. Has your bank account information changed?

    • Bank Name

    • Account Number

    • Routing Number

  4. Did you pay estimated tax payments?

📬 Notices

  1. Did you receive any notices from the IRS or state tax authority?

  2. Do you have an Identity Protection PIN (IP PIN) issued by the IRS?

📝 Additional Information

  1. Is there anything else we should be aware of or any additional documents we should have?

  2. Does anyone owe you money that has become uncollectible?

  3. Did you incur a loss because of damage or stolen property?

    • Description of loss

    • Date of Loss

    • Fair Market Value (at the time of loss)

    • Fair Market Value (After the loss)

    • Insurance Payout amount

🌴 State of California Questions

  1. Please select all that apply (California)

  • Paid expenses for work that were not reimbursed by the employer

  • Paid rent in California for more than half the year

  • Paid accounting or legal fees to protect or produce income

  • Paid safe deposit box fees

  • I did not have health insurance coverage for the full year

  • None of these applies

🏔️ State of Idaho

  1. Did you pay any out-of-pocket health insurance premiums?

    • Please provide the total premium paid for the year

🌽 Iowa

  1. I made the donations to...Select all that apply

    • Fish & Wildlife (former chickadee checkoff)

    • State Fair Fund

    • Firefighters/Veterans Fund

    • Child Abuse Prevention Fund

    • None of these

🏁 Indiana

  1. Please select all that apply

    • You adopted any of your children

    • You contributed to the Indiana 529 District college savings plan in 2025

    • You paid taxes in another state in 2025

    • You made a foster care donation in 2025

    • Your child is enrolled in a home or private school

    • You participated in a cost-sharing medical coverage plan such as Medi-Share

    • You donated to Habitat for Humanity in 2025

  2. Did you pay rent?

    • Tell us about your rent

      • Address of Rental

      • Number of months living there

      • Amount Paid (total for the year)

      • Landlord Name

      • Landlord Address

🧀 Wisconsin

  1. Did you pay rent?

    • Tell us about your rent

      • Address of Rental

      • Number of months living there

      • Amount Paid (total for the year)

      • Landlord Name

      • Landlord Address

🌲 Oregon

  1. Please select all that apply

    • Paid political contributions

    • Disability of the taxpayer or the child

    • 529 account contributions

    • None of these applies

🌾 Oklahoma

  1. Do any of the following apply?

    • Contributed to an Oklahoma 529 plan

    • Received payments from the Parental Choice Tax Credit

    • Incurred expenses as a caregiver to a family member

    • Contributed to Child Abuse Prevention Fund

    • None of these applies

❄️ Minnesota

  1. Do you rent or own your residence?

🦞 Maine

  1. Please enter beneficiary names and amounts paid for each of the 529 plans

Related Articles
📄 Form 1041 – Trust & Estate Questions
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