Annual Tax Questionnaire

This questionnaire only asks about changes and new information we need for this year's return. It should take 5-10 minutes. If a section doesn't apply to you, move on.

Full Name*

Email*

SECTION 1: FILING OVERVIEW

Filing status (select one)*

How many states do you expect to file in (including your home state)?*

1 (home state only)

Other

Is there anything new we should be filing this year that we didn't file last year?*

No - same as last year

Yes

Did any of the following happen since your last tax return was filed? Check all that apply.

I got married

I got divorced or legally separated

I had a baby or adopted a child

A dependent aged out (turned 19, or 24 if full-time student)

Someone in my household passed away

I moved to a new address

I moved to a different state

I changed jobs

My spouse changed jobs

I retired (or my spouse retired)

Other

Contact
Hello@Carson.Capital
615-558-4280

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Carson Capital LLC is a Registered Investment Adviser in the State of Minnesota. Registration does not imply a certain level of skill or training.

You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is provided for informational purposes only. Nothing on this website constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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