2024 Hamilton Financial ® Intake Form
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Hamilton Financial ® Intuit TurboTax Verified Pro
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TAXPAYER First and Last NAME
TAXPAYER PHONE #
CURRENT mailing ADDRESS | include CITY | STATE | ZIP
TAXPAYER EMAIL
TAXPAYER OCCUPATION
FILING STATUS
Do you have an IRS Identity Protection PIN# <IP PIN #> to ADD 
Do you have Form 1095-A from healthcare.gov to report? Did you have health insurance in 2023?
Did you FILE TAXES Last Year?
Did you RECEIVE A REFUND Last year?
Do you OWE IRS or ANY FEDERAL AGENCY? 
Do YOU Consent to CHECK -by calling IRS  Interactive Voice Response (IVR) system 1-800-304-3107 ?
Did you ATTEND a SCHOOL to earn a Skill, Trade or Degree?
Do you have FORM 1098-T from your SCHOOL?
DID you Pay Student LOAN(s) INTEREST?
Do you OWN a HOME?
DID you PAY -MORTGAGE INTEREST?
DID you PAY - PROPERTY TAXES?
Do you Tithe/ Donate to CHARITY or CHURCH?
Do you OWN a BUSINESS?
Do you HAVE a HOBBY?
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