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Big Sales – Analysis Request – Tax Goddess – IST

First Name *
Last name *
Email *
Mobile Number *
(Please ensure this is correct! Very Important!)
Your Birthdate *
Spouse Name (if Married) *
Spouse Birthdate *
Mailing Address *
What other types of investments do you currently own? *
How did you first find out about Tax Goddess? *
Describe what is being sold: *
When is the estimated sales date? *
What is the goal for the funds post sale? *
If you are unsure of the date of sale (not yet set) please put 1/1/2025 and tell us more about what you expect here: *
In what state is the item being sold located? *
Status of Property being sold? *
Active, Active Contingent, Pending, Coming Soon, Back on Market, Withdrawn / Temporarily Off Market, Sold / Closed
How is the property owned? *
Sole Owner, Joint Tenancy, Tenancy in Common, Tenancy by the Entirety, Community Property, Trust, Business Entity (LLC/Corp)
Married? *
Have you lived in this property for at least 2 of the last 5 years? *
What is the fair market or resale value of the property after commissions, fees, etc? ($) *
Total amount of loans and/or mortgages that will be paid from the sales proceeds? *
What is the propert(ies) basis (cost + improvements) before depreciation? ($) *
What is the amount of depreciation that has been taken to date (if applicable)? ($)
What was your income for the year of sale, not including the sale? ($) *
Any other notes you want to tell us about your deal or otherwise? *

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