Additional follow ups questions for questionnaire (ex charitable contributions, self-employment, HSA, etc)
complete
Tariq Soliman
Sam and Mark requested that we:
Upload for charitable - There should be question with a dollar value also besides attachment. Cash and Non-Cash separated out and requiring a dollar amount to tie with source docs and no receipt donations
SE health insurance > Medical Expenses > Amount - Add in an amount field for both SE health and Medical Expenses just having an amount for one is confusing when clients can have both
HSA - If yes, did you have any distributions, if yes were they all qualifying unreimbursed expenses
Are you SE > if yes, then fill out an excel should be there & Home office
Prompt them to the excel or give them a question to upload financials - It is tough to have to request this for all clients that may not know to send a P&L and details of balance sheet additions
Lauren LaVan
updated the status to
complete
Hi everyone - For the 2024 tax questionnaire, we have made updates to include questions for charitable donations, separate out medical and dental expenses, and ask more nuanced questions about HSA contributions and distributions. We've also made it easier for self- employed clients to access the sch c template from the questionnaire.
Photo Viewer
View photos in a modal
Lauren LaVan
updated the status to
in progress
Lauren LaVan
Merged in a post:
Clarify HSA questions
M
Matthew Powers
- The below is unclear. Not sure how it is structured on the client side, but below it asks if they contributed to HSA and then does not have a section for amount paid. Then asks for any major medical expenses and has amount input. So, now I am unsure what the amount paid is for – because it’s in the same subsection of these two questions. HSA should have an amount question/input as well.
- If the person has an HSA, there should also be a question as to whether they took any HSA distributions, and if the answer is yes, it should have a required question Were all distributions from your HSA for unreimbursed medical expenses?
- You should also add the question: were any HSA contributions listed above also shown on your Form W-2?
Photo Viewer
View photos in a modal
Lauren LaVan
updated the status to
planned
Dwight Clancy
updated the status to
under review
Caroline Lukins
Merged in a post:
Organizer - Did you have any new financial interest in partnerships, s-corps, or estate/trusts in 2023 Question
Samantha Stevens
If a client answers yes to this could there be a required field for an explanation of what the new interest is.