Returning clients

Please send all of your normal documents that you sent last year. You do not need to send your last tax return, as that is already in my system. Also, go through the list below in case some things changed during the year that you may have forgotten and which may change your tax liability.

All clients should remember to send documents which have changed since last year including Social Security cards for new dependents who will be on the return and driver’s licenses which renewed since the last return was filed.

  • W-2s from all employers
  • 1099-NEC from self-employment
  • SSA-1099 Social Security Benefit statements
  • 1099-R Retirement/Pension/IRA distributions
  • 1099-DIV and 1099-INT statements
  • 1099-B (sale of investments – often included in brokerage statement)
  • 1099-Composite (investment income from stock, crypto,etc)
  • Virtual currency/cryptocurrency sale,convert,sell transactions or investment statement if available
  • 1099-G Unemployment Benefits
  • W-2G Gambling Winnings
  • SSI benefit statement
  • 1099-C Cancellation of Debt (foreclosure/repossession/debt retirement)
  • K-1S/K-1P/K-1 from businesses and investment partnerships
  • Rental Property income and expenses (receipts,bank stmts,etc)
  • Foreign income received
  • Misc income statements (Tips, Combat Pay, Jury Duty, Alimony, Bartering, etc.)