MONI LLC INTAKE SUMMARY
Documents needed to complete Tax Return
Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Choose your filing Status:
Filing Status information:
Please Select
Single
Head of House Hold
Married
Married Filing Separate
Self-employed/business Owner
Widow
Please submit copies off all required documents from the list below:
Taxpayers Drivers License
Taxpayers Social Security Cards
All Dependents Social Security Cards/Birth Dates
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Card for Taxpayer/Dependents
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
Special IDs: An Identity Protection PIN (IP PIN) if the IRS issued you one.
Education and Medical: Form 1098 T (tuition), Form 1098 E ( student loan interest), and receipts for out-of-pocket medical expenses
Dependent and Childcare: Total amounts paid to a daycare provider along with their tax ID or employer identification number.
Health Insurance: Form 1095-A if you purchased coverage through the Affordable Care Act marketplace
Last Year's Return: A copy of your federal and state tax return from the previous year.
Bank Details: Your bank routing and account numbers for the direct deposit or electronic balance payments/if Applicable
Prior Notices: Any letters or notices received from the IRS or state tax department during the year
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