# Tax Form Questions Sheet

Use with [Tax Form Literacy Questions - Not Filing Advice](/articles/tax-form-literacy-questions-not-filing).

## What this is not

Not filing instructions. Not a tax computation. Not credit/deduction advice. Not audit representation.

## Forms on hand (names only)

| Form / notice name | Year | Box labels I do not understand | Documents to bring |
| --- | --- | --- | --- |
|  |  |  |  |
|  |  |  |  |
|  |  |  |  |

## Questions for licensed tax professional

1. ________________________________________________
2. ________________________________________________
3. ________________________________________________
4. ________________________________________________

## Privacy

- [ ] No full SSN / NI / tax ID pasted into consumer AI
- [ ] No full PDF upload of returns or transcripts
- [ ] Used agency pages / Interactive tools as primary reading

## Stop rule

Any ask that chooses a filing position, credit, or amount due -> human professional only.