Your personal tax (1040) 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 (1040) questionnaire
Your personal tax questionnaire is how we learn what your return needs. It isn't a flat checklist — it's a smart questionnaire. As you answer each question, your specific answer decides which documents we ask you for. So you only ever get asked for documents that actually apply to you.
Answer a question a certain way, and Uplinq automatically opens a matching document request for you. Answer X → we ask you to upload document Y. There's no master list to work through — your document requests are generated from your answers.
How your answers turn into document requests
The questionnaire walks through your year section by section. Most questions don't trigger anything. But when an answer means a document exists, we open a request for it in your File Requests tab — usually in real time, during or right after you answer. If you don't see a new request appear, refresh the File Requests tab.
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. The same rule applies everywhere: your answer decides what we ask for.
Answer the question as it's true for you and no request is created. If a request does appear for something you genuinely don't have, leave a short "N/A" comment on it so we know it isn't missing — see Uploading files & File Requests.