Tax Forms Submission
Please upload your corresponding documents.
Personal Information
Identification, Social Security Cards, Birth, Death, Marriage, Adoption Certificates
Full Name
*
Date Of Birth
*
Social Security
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
Phone
*
Job Title
*
Filing Status
*
Please Select
Single
Married Filing Jointly
Head of Household
Married Filing Separate
Taxpayer Identification
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State ID or Drivers License
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of
Taxpayer SSC
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of
Spouse Identification
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State ID or Drivers License
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Spouse SSC
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Dependent #1 SSC
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of
Name and DOB of Dependent #1 or Enter N/A
Dependent #2 SSC
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Name and DOB of Dependent #2 or Enter N/A
Dependent #3 SSC
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Name and DOB of Dependent #3 or Enter N/A
Dependent #4 SSC
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Name and DOB of Dependent #4 or Enter N/A
Dependent #5 SSC
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Name and DOB of Dependent #5 or Enter N/A
Proof of Child Care
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Death Certificates
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Bank Account Information
VOIDED CHECK (optional)
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Bank Name
Bank Routing
Bank Account
Income Information
Have you filed the last 3 years of Tax Returns?
*
Previous Completed Tax Returns
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Please upload ONLY if you have not filed with MK Tax & Accounting
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of
Income Docs (W2 or 1099)
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of
Income Docs (W2 or 1099)
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Income Docs (W2 or 1099)
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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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of
Social Security benefit (Form SSA-1099)
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of
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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of
Closing Disclosure & 1099-S
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Rental Property Income (Income and Expenses)
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of
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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of
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
Browse Files
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MISCELLANEOUS
Additional Support Documentation not listed above
Browse Files
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of
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