Personal tax questionnaire
What the personal tax questionnaire asks and the documents your answers may trigger — filing status, dependents, health care, investments, foreign accounts, retirement.
Your personal tax questionnaire is how we learn what your return needs. It isn't a flat checklist — it's a smart questionnaire. Your answers help Uplinq decide which documents to request and which details your return needs.
Your answers guide your document requests. Some requests may appear while you answer, and others may come after Uplinq reviews your questionnaire.
If you know a document applies to you or something looks missing, ask your tax contact before assuming no request means no document is needed.
How your answers turn into document requests
The questionnaire walks through your year section by section. Most questions don't require a document. When an answer points to a document we need, Uplinq may create a request in your File Requests tab during the questionnaire or after review. If you expected a request and do not see one, ask your tax contact rather than assuming the document is not needed.
A few things worth knowing:
- A Yes can trigger a request (selling stock → we ask for your 1099-B).
- So can a No, when the answer means something is still outstanding.
- Some questions let you pick more than one option, and each choice can trigger its own document (your health-care coverage is a good example, below).
The rest of this article walks through the sections that most often generate requests, so you can pull those documents together ahead of time.
Filing status & life changes
We start with who's on the return and whether anything changed this year.
| When you answer… | …we'll typically request |
|---|---|
| Any marital status | Driver's License |
| Married | Spouse's Driver's License |
| Your status changed — "Got Married" | Marriage Certificate |
| Your status changed — "Got Divorced" | Divorce Decree |
Dependents
If you have dependents, a few specifics matter for the return.
| When you answer… | …we'll typically request |
|---|---|
| You're a new client or have new dependents | Dependent Records |
| A child had unearned income over $2,500 | Dependent Income Documents |
| You adopted a child | Adoption Paperwork |
Health care
Health coverage is a good example of a question where each option can trigger its own form. Tell us how you were covered and we'll ask for the matching document.
| When you answer your coverage was… | …we'll typically request |
|---|---|
| Marketplace | 1095-A |
| Private or COBRA | 1095-B |
| Employer | 1095-C |
| You made HSA contributions | Form 5498 & 1099-SA |
Investments
| When you answer… | …we'll typically request |
|---|---|
| You sold stocks or bonds | 1099-B / Consolidated 1099 |
| You bought or sold crypto | 1099-DA + crypto details |
| You hold a Qualified Opportunity Fund | QOF documents |
Income
| When you answer… | …we'll typically request |
|---|---|
| You received a 1099-NEC | 1099-NEC income |
| You (or your spouse) had wage income | W-2 / W-2 (Spouse) |
| You had gambling winnings | W-2G |
Foreign accounts
| When you answer… | …we'll typically request |
|---|---|
| You had foreign accounts over $10,000 | Foreign Account – Highest Balance |
| You're an officer of a foreign C-corp | Form 5471 |
| You're in a foreign partnership | Form 8865 |
Retirement
| When you answer… | …we'll typically request |
|---|---|
| You had rollovers or distributions | 1099-R + Form 5498 |
| You made non-employer contributions | Form 5498 (current year) |
The questionnaire also covers Education, Life Changes, Property Sales, Debts & Foreclosures, Itemized and State Itemized Deductions, Estimated Payments, and Misc. items like energy, clean-vehicle, and disaster credits. Your answers guide what we request, and your tax contact may still ask for something else after review.
Answer the question as it's true for you. If a request appears for something you genuinely don't have, leave a short "N/A" comment on it.