Personal Documents for Income Tax Purposes
Personal Documents for Income Tax Purposes: (Those Which Apply To You)
- W2’s
- 1099 Misc; 1099 Nec; 1099 R
- K1
- Social Security- 1099 SSA
- Small Business income receipts and expenses
- Dividends Statement- 1099 DIV
- Interest Statement-1099 INT
- Stock/Shares Statement- 1099 B
- WG2- Gambling Winnings and any loss receipts
- Partnership Income and expenses
- Inheritance Documents
- Debt Cancellation Docs- 1099C
- Current Driver License or State ID
- Passport if needed for Non Residential Purposes
- Social Security Cards for all income tax filers and dependents
- Prior Year Filed Income Tax Return
- College Tuition Statement- 1098T
- Health Savings Account form - HSA
- Health Insurance Forms- 1095-A; 1095-C; 1095-B
- Foster Care Court Documents
- POA for all Power of Attorney Income Tax Filings
- Guardianships
- Fiduciary
- Trust Accounts
- Probate Court- Estate Filings - Death Certificates for Last Filings of Personal Income Tax Return for Loved One
- W2’s for Dependent Who May Have Worked And Had Federal,State,Local Taxes Withheld
We do prepare prior returns back to 5 years if that's what you need as well. If you can’t obtain the documents we can most likely get them from the IRS.
- We prepare all income tax filings:
- Federal
- State
- Local
