ID - Driver License or state ID or Passport, social security cards or prior year tax return, proof of residence for dependents claimed.
Income: W2, 1099 (R, C, INT, DIV, B, SSA. G), K-1s, alimony received, Self-employment-Rental-Farm 1099 NEC/Misc. profit & loss statement. Capital equipment, home office size expenses, Jury duty, gambling wins.
Other: HSA, MSA, IRA contributions, Energy, Electric vehicle credits, Student loan interest, 1099-A market place or self-employment health insurance or pension plans, Educator expenses, State, Local, Real Estate, Property taxes. Estimated tax paid to IRS. Tax Deduction: Costs - Child care, Education 1098T, Adoption, Home mortgage form 1098. Charitable donations, Medical Dental expenses, Casualty & Theft losses – insurance reimbursement.
Bank: Account & Routing number. Foreign bank account number name, address, details
Use safe link Taxes to go App to send documents: https://taxestogo.com/App/Download/85014
