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Sanjay Gupta, CPA, FCA
Nidhi Gupta
Our Services
Tax Services
Small Business Accounting
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International Tax Accountant
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CONTACT US
Form 1040
Personal Information
Your Name
*
Your Email Address
*
Did your marital status change during the year?
*
Yes
No
If yes, explain:
Did you live separately from your spouse during the last six months of the year?
*
Yes
No
Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year?
*
Yes
No
Did your address change from last year?
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Yes
No
Can you be claimed as a dependent by another taxpayer?
*
Yes
No
Did you change any bank accounts, or did routing transit numbers (RTN) and/or bank account number change for existing bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing author during the tax year?
*
Yes
No
Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, attach the IRS letter.
*
Yes
No
Attach Your IRS Letter
Accepted file types: pdf, Max. file size: 256 MB.
Did you reside in or operate a business in a Federally declared disaster area? The Federally declared disaster areas include victims of hurricanes, tropical storms, floods, as well as wildfires.
*
Yes
No
COVID-19 Information
Did you receive an Economic Impact Payment (EIP3) as reported on Notice 1444-C?
*
Yes
No
Did you receive an adjustment to your refund or balance due for the exclusion of unemployment compensation and/or Advance Premium Tax Credit as a result of the American Rescue Plan Act (ARPA)?
*
Yes
No
Did you receive advanced Child Tax Credit (CTC) payments in July, August, September, October, November, and December?
*
Yes
No
Did you receive a Paycheck Protection Program (PPP) loan?
*
Yes
No
If yes, did you apply for Paycheck Protection Program (PPP) loan forgiveness?
*
Yes
No
Are you a telecommuting employee that was required to "shelter in place" due to local COVID-19 protocols while working in a state that was not your home state?
*
Yes
No
Did you receive emergency leave sick pay?
*
Yes
No
Did you receive emergency family leave wages?
*
Yes
No
Did you receive any special unemployment benefits or compensation under the Coronavirus Relief Act during the year?
*
Yes
No
If you are self-employed, were you unable to perform your self-employed activities due to coronavirus related care you needed?
*
Yes
No
If you are self-employed, were you unable to perform your self-employed activities due to coronavirus related care you provided to your son or daughter under the age of 18?
*
Yes
No
If you are self-employed, were you unable to perform your self-employed activities due to coronavirus related care you provided to another?
*
Yes
No
Dependent Information
Were there any changes in dependents from the prior year?
*
Yes
No
If yes, explain:
Do you have any children under age 19 or a full-time
*
Yes
No
student under age 24 within unearned income in excess of $2,100?
*
Yes
No
Do you have dependents who must file a tax return?
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Yes
No
Did you provide over half the support for any other person(s) other than your dependent children during the year?
*
Yes
No
Did you pay for child care while you worked, looked for work, or while a full-time student?
*
Yes
No
Did you pay any expenses related to the adoption of a child during the year?
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Yes
No
If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?
*
Yes
No
Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter.
*
Yes
No
Is there any other person(s) who lived with you more than half the year but not claimed by you last year?
*
Yes
No
If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?
*
Yes
No
Purchases, Sales and Debt Information
Did you start a new business or purchase rental property during the year?
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Yes
No
Did you sell, exchange, or purchase any assets used in your trade or business?
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Yes
No
Did you acquire a new or additional interest in a partnership or S corporation?
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Yes
No
Did you sell, exchange, or purchase any real estate during the year?
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Yes
No
Did you purchase or sell a principal residence during the year?
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Yes
No
Did you foreclose or abandon a principal residence or real property during the year?
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Yes
No
Did you acquire or dispose of any stock during the year?
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Yes
No
Did you take out a home equity loan this year?
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Yes
No
Did you refinance a principal residence or second home this year?
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Yes
No
Did you sell an existing business, rental, or other property this year?
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Yes
No
Did you lend money with the understanding of repayment and this year it became totally uncollectable?
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Yes
No
Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)?
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Yes
No
Did you purchase a qualified plug-in electric drive vehicle or qualified fuel cell vehicle this year?
*
Yes
No
Income Information
Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer?
*
Yes
No
Did you receive any income from property sold prior to this year?
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Yes
No
Did you receive any income considered to be non-employee compensation, like 1099-NEC/MISC?
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Yes
No
Did you receive any unemployment benefits during the year?
*
Yes
No
Did you receive any disability income during the year?
*
Yes
No
Did you receive tip income not reported to your employer this year?
*
Yes
No
Did any of your life insurance policies mature, or did you surrender any policies?
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Yes
No
Did you receive any awards, prizes, hobby income, gambling or lottery winnings?
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Yes
No
Do you expect a large fluctuation in income, deductions, or withholding next year?
*
Yes
No
Did you have any sales or other exchanges of virtual currencies, or used virtual currencies to pay for goods or services, or you are holding virtual currencies as an investment
*
Yes
No
Retirement Information
Are you an active participant in a pension or retirement plan?
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Yes
No
Did you receive any Social Security benefits during the year?
*
Yes
No
Did you make any withdrawals from an IRA, Roth, myRA, Keogh, SIMPLE, SEP,401(k), or other qualified retirement plan?
*
Yes
No
Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan?
*
Yes
No
Did you make any contributions to an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?
*
Yes
No
Education Information
Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year?
*
Yes
No
Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? If yes, attach any Form(s) 1098-T and receipts for qualified tuition and related expenses
*
Yes
No
Did anyone in your family receive a scholarship of any kind during the year? If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board?
*
Yes
No
Did you make any withdrawals from an education savings or 529 Plan account?
*
Yes
No
Did you make any contributions to an education savings or 529 Plan account?
*
Yes
No
Did you pay any student loan interest this year?
*
Yes
No
Did you cash any Series EE or I U.S. Savings bonds issued after 1989?
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Yes
No
Would you like a worksheet to aid in the completion of a Free Application for Federal Student Aid (FAFSA) with the U.S. Department of Education?
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Yes
No
If yes, for what school year?
Health Care Information
Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. If yes, attach any Form(s) 1095-B and/or 1095-C you received.
*
Yes
No
Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? If yes, attach any Form(s) 1095-A you received.
*
Yes
No
Did you receive any Health Coverage tax Credit (HCTC) advance payments? If yes, attach any Form(s) 1099-H you received.
Yes
No
Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included in your family?
*
Yes
No
Did you make any contributions to a Health savings account (HSA) or Archer MSA?
*
Yes
No
Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year?
*
Yes
No
Did you pay long-term care premiums for yourself or your family?
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Yes
No
Did you make any contributions to an ABLE (Achieving a Better Life Experience) account? If yes, attach any Form(s) 5498-QA you received.
*
Yes
No
Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account? If yes, attach any Form(s) 1099-QA you received.
*
Yes
No
If you are a business owner, did you pay health insurance premiums for your employees this year?
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Yes
No
Itemized Deduction Information
Did you incur a casualty or theft loss or any condemnation awards during the year?
*
Yes
No
Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?
*
Yes
No
Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)?
*
Yes
No
If yes, please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made.
*
Yes
No
Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C or other written acknowledgement from the donee organization.
*
Yes
No
Did you pay real estate taxes for your primary home and/or second home?
*
Yes
No
Did you pay any mortgage interest on an existing home loan? If yes, attach any Form(s) 1098 you received.
*
Yes
No
Did you incur interest expenses associated with any investment accounts you held?
*
Yes
No
Did you make any major purchases during the year (cars, boats, etc.)?
*
Yes
No
Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax?
*
Yes
No
Miscellaneous Information
Did you make gifts of more than $15,000 to any individual?
*
Yes
No
Did you utilize an area of your home for business purposes?
*
Yes
No
Did you engage in any bartering transactions?
*
Yes
No
Did you retire or change jobs this year?
*
Yes
No
Did you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty?
*
Yes
No
Did you pay any individual as a household employee during the year?
*
Yes
No
Did you make energy efficient improvements to your main home this year?
*
Yes
No
Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?
*
Yes
No
Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?
*
Yes
No
Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?
*
Yes
No
Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?
*
Yes
No
Did you receive correspondence from the State or the IRS?
*
Yes
No
If yes, explain:
Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?
*
Yes
No
Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.
*
Yes
No
Estate Planning
Do you have a Last Will and Testament?
Yes
No
Do you have a Revocable Trust?
Yes
No
If so, is your real estate titled in your Revocable Trust?
Yes
No
Do you HAVE Living Will and Advance Healthcare Directive?
Yes
No
Do you have a Power of Attorney and Healthcare Power of Attorney?
Yes
No
Do you have proper beneficiary designations denoted on your life insurance policies, retirement accounts and other assets?
Yes
No
Do you need help any Estate planning or Trust documents and if yes, do we recommend any Estate Planning Attorney?
Yes
No
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Indian CPA in Plantation, FL
Services
Small Business Accounting
Payroll Services
Bookkeeping Services
Tax Preparation
Quickbooks Accountant
International Tax Compliance
Service Areas
Coconut Creek
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SANJAY GUPTA & ASSOCIATES, LLC
Accountants and Advisor
1776 North Pine Island Road, Suite 309
Plantation, FL 33322
Phone: 954.727.3777, Fax: 954.449.6376
Email:
sanjayg@sanjayguptacpa.com
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