05 – Questionnaire – Tax Issues
This questionnaire provides a list of items with tax significance. Please review the questions and answer “Yes” if that item applies to you. If you are not sure what the item means, answer “Unsure”. For each question that you answer “Yes” or “Unsure”, please provide some details in the space next to the question. You do not need to explain your “No” answers.
To fill out this form, either download the fillable PDF (or fillable excel, if available) or complete the web form located below
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