POE FINANCIALS LLC
Tax Document Submission
Personal Information
Identification, Social Security Cards, Birth, Death, Marriage, Adoption Certificates
Full Name
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Taxpayer ID
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Spouse ID
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Taxpayer SSC
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Spouse SSC
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Any birth, death, marriage, divorce or adoption certificates
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Any birth, death, marriage, divorce or adoption certificates
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Dependent #1 SSC
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Dependent #2 SSC
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Dependent #3 SSC
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Dependent #4 SSC
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Dependent #5 SSC
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Proof of Child Care
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Death Certificates
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Income Information
Income Docs (W2 or 1099)
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Unemployment Compensation (1099G)
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Interest Income 1099-INT and/or 1099-DIV)
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Social Security benefit (Form SSA-1099)
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Stocks/Investments (1099-B)
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Gamblings or losses, including lottery, bingo & raffles (W2-G)
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Retirement Information
Payments/distributions from a retirement plan 401K, IRA 1099-R)
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Health Information
Health insurance from the Healthcare.gov Marketplace (Form 1095-A)
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Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA)
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Unreimbursed incurred Medical Expenses
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Housing Information
Form 1098 – Mortgage Interest and 2020 Property Tax Statement
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Closing Disclosure & 1099-S
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Rental Property Income (Income and Expenses)
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Foreclosure Docs (1099A or 1099C)
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Energy Efficient Improvements Made
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CHILD AND DEPENDENT CARE
Annual Child Care Statement
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EDUCATION
Any tuition, fees or book expenses for any tuition, fees or book expenses that were required to attend college, university or vocational school (1098 - T and Expenses)
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Scholarships or grants for higher education
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Distribution from a 529 Plan or Education Savings Plan (Form 1099-Q.)
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Contributions to a 529 Plan or Education Savings Plan
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Student Loan Interest (Form 1098-E)
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ITEMIZED DEDUCTIONS
Charitable contributions (Receipts or acknowledgements from charity, cancelled check or other proof)
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BUSINESS INFORMATION
1099-NEC, 1099-MISC or own a small business
Business Vehicle Mileage Documentation
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MISCELLANEOUS
Additional Support Documentation not listed above
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