Has
Name SSN Date of birth
IP PIN
Taxpayer
Spouse
Street address, city, state, and ZIP
Occupation Daytime phone Evening phone Cell phone
Taxpayer
Spouse
Taxpayer email
Spouse email
Married Are you blind? Yes No Yes No
Married filing separately Are you disabled? Yes No Yes No
Single Are you a full-time student? Yes No Yes No
Widow(er) Do you want $3 to go to the
Yes No No
Presidential Election Campaign Fund?
Yes No
Months Full-
First and last name Has Relationship in time Childcare
home student
SSN IP PIN Expenses
Taxpayer Spouse
Personal Information
Dependent Information
COVID-19 Implications
Appointment Information
Personal and Dependent Information
2020 Tax Organizer
Yes No
At any time during 2020 did you receive, sell, send, exchange, or acquire any financial interest in any virtual currency?
List dependents required to file a return
Did you receive an Economic Impact Payment (EIP)?
If "Yes," provide Notice 1444 from the IRS.
Did you experience economic loss due to COVID-19 (loss of job, closed business, etc.)?
Were you unemployed for any portion of the year due to COVID-19?
Did you continue to receive wages from your employer even if you were unable to work?
Did you receive a distribution from a retirement plan (401K, IRA, etc.) due to COVID-19?
If you own a farm or business, did you continue to pay any employee while they were not working?
If you own a farm or business, did you delay withholding FICA taxes from any employee's pay?
If you own a farm or business, did you receive a Paycheck Protection Program (PPP) loan?
If "Yes," was the loan forgiven or have you applied for forgiveness?
If you own a farm or business and were unable to work due to COVID-19, would you have qualified
for sick or family leave if employed by someone other than yourself?
Your 2020 appointment is scheduled for
Yes
Disabled
Date of birth
Other information
Marital Status at end of 2020
If spouse died in 2020
enter the date of death
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