Information Sheet — KR Tax 4 Less

1. Primary Taxpayer

First name *

Last name *

Best phone *

Email *

2. Filing Information

Expected filing status *

Did your address, marital status, or dependents change during 2026?

YesNoNot sure

If yes, please explain

3. Income Received

Check all that apply.

W-2 wages Self-employment / 1099-NEC Unemployment Retirement / Social Security Interest / dividends Stocks or cryptocurrency Rental property Partnership / S corporation K-1 Gambling winnings Other income

Other income details

4. Document Checklist

Check everything that applies. Gather these documents and provide copies through your secure client portal—not by regular email.

Personal Information & Prior-Year Records

Photo ID for taxpayer and spouse Social Security or ITIN cards for taxpayer, spouse and dependents Dates of birth for everyone on the return Prior-year federal and state returns, if we did not prepare them IRS Identity Protection PIN (IP PIN) letters Bank routing and account proof for direct deposit or payment

Employment, Benefits & Other Income

Forms W-2—wages Forms W-2G—gambling winnings and loss records Forms 1099-NEC and 1099-MISC Forms 1099-K—payment apps, cards or online sales Forms 1099-G—unemployment or state tax refund Forms SSA-1099 or RRB-1099—Social Security or railroad benefits Forms 1099-R—pensions, annuities and retirement distributions Forms 1099-INT, 1099-OID and 1099-DIV Forms 1099-B and complete brokerage statements, including basis Digital-asset or cryptocurrency sales, swaps, staking and income records Schedules K-1 from partnerships, S corporations, estates or trusts Forms 1099-Q—education-account distributions Forms 1099-C or 1099-A—canceled debt or foreclosure Forms 1099-S and closing statements for property sales Alimony received under a pre-2019 divorce agreement Jury duty, prizes, awards, hobby or other income records Foreign income, pensions, accounts, trusts or asset records

Self-Employment, Gig Work & Farming

Business income records, including cash and amounts not reported on 1099s Business expense summary and supporting receipts Beginning/ending inventory and cost-of-goods-sold records Vehicle mileage log and/or actual vehicle expenses Equipment, vehicle and other asset purchase or sale records Home-office square footage, rent or mortgage, utilities and related costs Contractor payments, Forms 1099 filed and payroll reports Self-employed health insurance and retirement-plan contributions Farm income, expense, livestock, crop and equipment records

Rental Property & Royalties

Rental income and expense summary by property Forms 1099 and Airbnb, Vrbo or property-manager statements Purchase and closing documents for newly acquired property Sale and closing documents for disposed property Improvements, appliances, furniture and other asset records Rental and personal-use days, vacancy and occupancy records Royalty income and related expense records

Home, Itemized Deductions & Adjustments

Forms 1098—mortgage interest Real-estate and personal-property taxes paid Home purchase, refinance or sale closing statements Medical, dental, vision, prescriptions, insurance and long-term-care costs Cash charitable-donation receipts Noncash donation receipts, item details and appraisals when required Investment-interest expense records Federally declared disaster or casualty-loss records and reimbursements Educator classroom-expense receipts Active-duty military moving-expense records Alimony paid under a pre-2019 divorce agreement and recipient SSN

Children, Dependents & Family Credits

Childcare provider name, address, tax ID and amount paid Dependent residency records such as school, medical or childcare statements Form 8332, divorce decree or applicable custody documents Adoption expenses, placement documents and employer reimbursements

Education

Forms 1098-T—tuition statements Tuition receipts, account statements, books, required supplies, scholarships and grants Forms 1098-E—student-loan interest

Health Coverage, HSA & Retirement

Form 1095-A—Marketplace health insurance Forms 1095-B or 1095-C, if received Forms 1099-SA, 5498-SA or 5498-ESA HSA-qualified medical-expense receipts Forms 5498 and traditional or Roth IRA contribution records Retirement rollover, conversion or qualified charitable distribution records

Tax Credits, Payments & Notices

Federal and state estimated-tax payment dates and amounts Federal and state extension-payment confirmations Energy-efficient home improvement receipts and manufacturer certifications Solar, battery and other residential clean-energy records New or used clean-vehicle purchase agreement and seller report Prior-year capital loss, passive loss, credit and other carryforward information All IRS, state or local tax notices and correspondence

Other documents or unusual tax situations

5. Major Life Changes During 2026

Marriage or divorce New child or dependent Moved or bought/sold a home Started or closed a business Changed jobs or retired Major medical expenses College or job training Inherited money or property Sold investments or property Received an IRS/state notice

Details or questions for your tax preparer

6. Business or Self-Employment

Do you have business or self-employment activity?

YesNo

Business name and type

Approximate gross income

Approximate expenses

Business notes

7. Rental Property

Do you own rental property?

YesNo

Property address(es) or identifying description

Rental notes

8. Midyear Tax Review

Would you like us to contact you for a midyear tax review?

Yes, contact meNo, thank you

Best month and time to contact you

9. Optional Financial Review (does not affect tax preparation)

Would you like information about any of the following?

Life insurance review Auto insurance review Homeowners / renters insurance review High-yield savings or investment options Debt-reduction strategies using a similar monthly payment Free Financial Needs Analysis (FNA) Retirement planning College savings

Preferred contact method

Best days and times

Anything else you would like us to know?

10. Submit Questionnaire

I confirm that I did not enter Social Security numbers, bank account numbers, passwords, or identity-document information in this form. *

After selecting Submit, you may be asked to complete a quick anti-spam check.

KR Tax Returns 4 Less • (480) 430-6626 • krystel@krtax4less.com

2026 Tax Client Questionnaire