In order to better assist you in the preparation of your 2023 tax return, we’ve created this questionnaire of the information we will need. We prefer that you submit your response through our website or email info@iver.biz but you may print this page and fax or mail it.

Additional Explanation:

• Question 2: Estimated Payments would be defined as four quarterly payments, which would have been made in April, June, September and January. Not everyone has a requirement to make estimated payments.
  
  
• Question 4: Most colleges electronically deliver the required Form 1098-T directly to the student’s school account. Please have the student log in to obtain the form.