US Citizen | Permanent Resident

**Please Note: All Fields are required to have an entry. Qty fields must have a number, text fields must have an answer.

To Complete Offline: Download As A PDF

Quick Quote: US Citizen / Permanent Resident Checklist

Name:

Email:

Current Address

Marital Status:

Number of Dependents

Depedents Legal Status

Number of W2s

Number of States

Stock Option Transactions:

Options For Type Of Stocks:

Form 1099 - INT

1099 - B

Form 1099 - DIV

1099 - MISC

1098 - T

1099 - G

1099 - R

1099 - SA

1099 - K

1095 - A

K-1

1098 - MORTGAGE STATEMENT

DONATIONS

1099 RENTALS - Number of Accounts

FBAR - Number of Accounts

FATCA - Number of Accounts

Did You Have Foreign Income in 2024?

Did you have health insurance in 2024?

Did You Purchase a Clean Vehicle in 2024? (Information from this report will be required to claim or reconcile a Clean Vehicle Credit on your income tax return for the year the vehicle was placed in service. See the sample below. Click the button " Sample - Form 15400" to download.)

Message: Any Additional Information?

Are you an exsiting Mudra client? If No, then please attach your 2023 tax return copy.

Copy Attached

Attach 2023 tax return copy here

Provide copy of your Driver's License / Passport copy for identification

Upload File

Click the button below to download the "Sample - Form 15400" for the Clean Vehicle Seller Report.

Sample Form 15400: Download As A PDF

Call Us 408-625-7581

Quick Quote: US Citizen / Permanent Resident Checklist

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