BWK Elite Services
Tax Document Submission
Personal Information
Identification, Social Security Cards, Birth, Death, Marriage, Adoption Certificates
Filing Status
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Single
Married Filing Jointly
Married filing Seperate
Head of Household
Full Name, Phone Number, and Email Address
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Dependent(s) Full Name and DOB (If none n/a)
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Taxpayer ID
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Spouse ID
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Taxpayer Social Security Card
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Spouse Social Security Card (If applicable)
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Dependent(s) Social Security Cards (If applicable)
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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 Amount and EIN number
Please Provide Child Care Annual Amount and EIN Number
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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Are You Interested in The Tax Advance, Audit Assistance, and Free Credit Repair for 3 months? If yes, please list the Services you would like.
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