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Individual Tax Return Information Form Template

Streamline Your Tax Filing with Our Easy-to-Use Template

Filing your tax return can feel overwhelming, especially with all the details you need to gather. This Individual Tax Return Information Form Template helps you compile essential tax data seamlessly, making your filing experience more efficient and less stressful. Capture all necessary income details, deductions, and credits, simplify data entry, and ensure compliance with tax regulations. Plus, it features WCAG-aligned labels for accessibility. Try out the template now and see how easy tax filing can be.

Use this Template (FREE) Live Preview
Full legal name
Taxpayer Identification Number (SSN or ITIN)
Date of birth
Email address
Mobile phone number
Mailing address (street, city, state, ZIP/postal code)
State of residence on December 31
Tax year (YYYY)
Did you live in more than one state during the tax year?
Yes
No
Preferred contact method
Email
Phone call
Text message
Filing status
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
How many dependents will you claim?
0
1
2
3
4
5+
List dependents (for each: full name, SSN/ITIN, date of birth, relationship). If none, leave blank.
Can someone else claim you as a dependent?
Yes
No
Spouse full legal name
Spouse Taxpayer Identification Number (SSN or ITIN)
Spouse date of birth
Which types of income did you receive in the tax year? (Select all that apply)
Were you self-employed at any time during the tax year?
Yes
No
If self-employed, business name (optional)
Other income details (optional)
Did you have any foreign income?
Yes
No
Which deduction do you plan to take?
Standard deduction
Itemized deductions
Not sure
If itemizing, which categories apply? (Select all that apply)
Mortgage interest
Property taxes
State and local taxes (SALT)
Charitable contributions
Medical expenses
Casualty or theft losses
Other
Please Specify:
Did you pay student loan interest?
Yes
No
Did you contribute to any of the following?
Traditional IRA
Roth IRA
HSA
None
Did you pay for childcare so you could work or look for work?
Yes
No
Other deductions or credits to consider (optional)
Did you have qualified education expenses (Form 1098-T)?
Yes
No
Did you have qualifying health coverage for the entire year?
Yes
No
Did you receive Form 1095-A (Health Insurance Marketplace Statement)?
Yes
No
Would you like direct deposit for a refund or direct debit for an amount due?
Direct deposit refund
Direct debit payment
Not sure
Bank routing number
Bank account number
Account type
Checking
Savings
Government-issued ID type
Driver's license
State ID
Passport
None
Other
Please Specify:
ID number
ID issue date
ID expiration date
Do you have an IRS Identity Protection PIN (IP PIN)?
Yes
No
If yes, enter your 6-digit IP PIN (optional)
Which e-file verification do you have available?
Prior year AGI
Self-Select PIN
Neither
Not sure
I confirm the information provided is true, correct, and complete to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Additional notes or questions (optional)
I authorize the preparer to prepare and electronically file my tax return using this information.
Yes
No
Type your full legal name as your signature
Signature date
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Paper art illustration featuring an individual tax return information form template, emphasizing design elements and layout.

When to use this form

Use this form when you need a clear, complete snapshot of a person's tax details before preparation or e-file. Tax preparers can send it to new clients before kickoff to pre-check filing status, dependents, and income sources. Solo filers use it to gather W-2s, 1099s, deductions, and credits in one place for a smoother appointment. For context about goals and timelines, pair it with the Tax preparation client intake form. If the client had 1099 or gig income, add the Independent contractor information form to capture business details. For secure IDs and sensitive data (SSN/ITIN), route those fields through the Confidential information form. For year-round updates like address or withholding changes, use the Tax information form.

Must Ask Individual Tax Return Information Questions

  1. What is your full legal name, SSN or ITIN, and date of birth as shown on government ID?

    Accurate identity data prevents e-file rejects and mismatches with tax agency records. Collecting it once, in the correct format, reduces back-and-forth and protects compliance.

  2. What is your filing status for the tax year (single, married filing jointly, married filing separately, head of household, or qualifying surviving spouse)?

    Filing status drives your tax bracket, standard deduction, and eligibility for credits. Getting it upfront helps estimate liability and document needs for spouses or dependents.

  3. Do you have any dependents, and can you provide their full names, SSNs or ITINs, and months lived with you?

    Dependents affect the Child Tax Credit, Earned Income Credit, and education benefits. Clear details reduce notices and ensure you claim every eligible credit.

  4. What income did you receive this year (W-2, 1099, interest/dividends, self-employment, rental, or crypto), and do you have the related forms?

    Listing each source ensures nothing is missed and avoids mismatch notices. It also guides which documents to request and whether Schedule C, E, or other schedules apply.

  5. Which deductions and credits apply to you (standard vs. itemized, education, childcare, HSA, retirement, energy), with supporting records?

    Capturing possible deductions early helps you plan document collection and can lower taxable income. It also flags where receipts or statements are required so you can prepare before the appointment.

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