Skip to main content

Truss 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 3 weeks ago

📌Personal Information

  1. Any new employers this year?

  2. Please list the new employer names.

  3. Did you move or change addresses recently?

  4. What’s your new address?

  5. Did you purchase the home?

  6. Did you sell the old principal residence?

  7. Was the move due to military service?

  8. 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. Is your spouse legally blind?

👶 Dependents & Childcare

  1. Will you be claiming any dependents for 2025?

  2. Dependent names

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

  4. Did any of your dependents receive more than $1,250 of unearned income?

  5. Did you have any childcare providers for 2025?

  6. Provider information

  7. Did you have any adoption expenses last year?

🏥 Health & Medical

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

  2. 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?

  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?

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

  4. Foreign trust or foreign gift involvement

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

  6. 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 2023?

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

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

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

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

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

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

📈 Income, Stocks & Debt

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

  2. Sources of other income

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

  4. Did you have any debts canceled or forgiven?

  5. Did you receive Social Security or disability?

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

⚡ Energy, Vehicles & Home Improvements

  1. Did you purchase an electric vehicle?

  2. Any residential energy-efficient improvements or purchases?

💰 Retirement Accounts

  1. Any distributions or rollovers from a retirement account?

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

🏦 Mortgage, Charitable & Other Deductions

  1. Did you pay mortgage interest during the year?

  2. Did you make donations to charity?

🎓 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?

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

  5. Please provide student and school names.

🎁 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 direct deposit?

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

  3. If you have a refund, what would you like to do with it?

  4. Has your bank account information changed?

  5. Bank Name

  6. Account Number

  7. Routing Number

  8. Did you pay estimated tax payments?

📬 Notices

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

📝 Additional Information

  1. Is there anything else we should know or any documents we should have?

Did this answer your question?