DOCUMENT UPLOAD: Important: You Must Submit To Us Your Documents:
Atttach for Upload your PROOF OF IDs, including SSN/ITIN/ATIN, PROOF OF RESIDENCY (for Children/Dependents), Year-End Tax Documents, Worksheets, and other relevant documents. New Clients MUST also upload PDF Copy of their Prior Year Tax Return (Federal, State & Local).
Here are the List of Most Common Year-End Tax Form Documents you Received to Upload to us:
W2(s) from all Employers, 1099 From Self-Empoyment & Gig Work: 1099-Misc, 1099-NEC 1099-K, 1099-Comp or 1099-INT (Interest), 1099-DIV (Dividends), 1099-B (Brokerage Sale/Transaction Activity From Stocks, Bonds, Mutual Funds, ESOP), SSA-1099 or RRB-1099 (Soc Security or Ret Railroad), 1099-R and Form 8606 From Pension, IRA, Retirement Plans/Rollowers, 1099-G (State Gov Tax Refunds or Unemp Comp), W-2G (Gambling Winnings), K-1's From S-Corp, PShips, Estate/Trusts, 1098-INT (Mortgage Interest Paid), 1099-Q (Qual Ed Paid/Distributions), 1098-E (Student Loan Interest), 1098-T (College Tuition/Scholorship), 1099-HSA (HSA Activity), 1099-S, 1099-C, 1099-A (Cancellation Debt, Forclosure or Short-Sale), 1095-A,B or C (Health Insurance Coverage).
If you Recieved any Tax Notice(s) from any Tax Authority during the year kindly upload a copy of them to us as well.
You have two options:
- Click BROWSE FILES to open your FILE EXPLORER and add ALL your documents. We recommend placing all your year-end tax documents in a single folder for easier selection. You cannot upload folders but you can upload multiple documents.
- DRAG & DROP files into the box below.