Even if you have responded to all questions above, we still need the supporting tax forms uploaded to your secure client vault as well. See examples below:
If Applicable, Upload the following to the Client Source Documents Folder:
(Common forms are outlined in red. Please upload all forms that apply)
Driver Licenses
Prior Year Tax Return (if not completed by this office)
W-2, Employment Wages
1098 Mortgage Interest and Property Tax Statements
1098-E, Student Loan Interest
1098-T, Tuituion
K-1 and supplemental statement
1098-C, Donations of Vehicles
1098-F, Fines and Penalties
1098-MA, Mortgage Assistance
1098-Q, Qualifying Longevity Annuity
1099-A, Acquisition or Abandonment of Secured Property
1099-B, Proceeds From Broker and Barter Exchange Transactions
1099-C, Cancellation of Debt
1099-CAP, Changes in Corporate Control and Capital Structure
1099-DIV, Dividends and Distributions
1099-G, Certain Government Payments
1099-H, Health Coverage Tax Credit (HCTC) Advance Payments
1099-INT, Interest Income
1099-S, Proceeds from Real Estate Transactions
1099-K, Merchant Card and Third Party Network Payments
1099-LTC, Long-Term Care and Accelerated Death Benefits
1099-NEC, Non Employee Compensation
1099-MISC, Miscellaneous Income
1099-OID, Original Issue Discount
1099-PATR, Taxable Distributions Received From Cooperatives
1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530)
1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
5498 - Brokerage Account Annual Statement
Supplemental Stock Transaction Documentation for Adjusted Cost basis
*If you are a Business Client or Self-Employed/Sole-Proprietor, we will need your Profit & Loss Statement and Balance Sheet as of 12/31*