erich-rotenberger-lifestyle

Name*

Phone*

Email*

Address*

City State / Province / Region

Did you file your taxes last year?*

Do you own rental property?*

Are you self-employed or do you own your own business?*

Do you own and operate a farm?*

Can you claim a child as a dependent that does not live with you?*

Did you have any child care expense last year?*

Did you pay any private school tuition?*

Did you make any Edvest contributions?*

Did you pay any college tuition/expense for yourself, spouse or dependent?*

Will you receive any 1099-B (did you have any stock sales?)*

Did you move during the year and was it related to a job change?*

Did you own a home at all during the last year in which you had a mortgage?*

Did you purchase a new home in 2008 and received the first-time home buyers credit?*

Did you, spouse, or dependents have health insurance through the exchange?*

Did you make any or plan to make any contributions to a HSA?*

Did you make any or plan to make any retirement plan contributions?*

Is your gross income over $200,000?*

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