John A. Kennedy, Jr., LLC

Individual Income Tax Questionaire
(Please check if "yes" and provide documentation)

General Questions:
  1. Did your marital status change?
  2. Were you notified by the IRS of changes to a prior year's return?
  3. Are you being claimed as a dependent by another person?
  4. Were there any changes in dependent information from the prior year?
  5. Did you have any children under age 14 who received more than $1,400 in investment income?
  6. Do you have dependents who are neither U.S. citizens nor U.S. residents?
  7. Did you sell or purchase a principal residence?
  8. Did you receive payments from a pension or profit sharing plan?
  9. Did you receive any distributions from an IRS or other qualified plan?
  10. Did you receive any disability income?
  11. Did you receive any foreign income or pay any foreign taxes?
  12. Did you receive interest from a bank account or other financial account based in a foeign country?
  13. Were you the grantor of or transferor to a foreign trust?
  14. Did you pay nondeductible dues to an association that was involved in political lobbying?
  15. If you or your spouse are self-employed, are either of you covered under an employer's health plan at another job?
  16. Did you incur any non-business bad debts?
  17. Did you receive proceeds from an installment sale made to relatives?
  18. Did you make a loan at an interest rate below market rate?
  19. Did you make gifts of over $10,000 to an individual?
  20. Were there any changes to a prior year's income, deductions or credits that would require filing an amended return?
  21. Did your employer pay premiums on life insurance in excess of $50,000?

Business and Investment Questions
  1. Did you receive stock from a stock bonus plan with your employer?
  2. Did you buy or sell any bonds?
  3. Did you surrender any U.S. savings bonds?
  4. Did you suffer a casualty, theft or condemnation loss?
  5. Did you start a business, purchase a rental property/farm or acquire interests in partnerships/S corporations?
  6. Did you own any investments for which you were not personally "at risk"?
  7. Did you own any interest in a Real Estate Investment Conduit (REMIC)?
  8. Did you sell any property or equipment on installment?
  9. Did you incur any business-related educational expenses?
  10. Did you incur any travel/entertainment expenses? Did you own a diesel-powered vehicle?

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