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Documents for Filing

 

Income Documents:

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  • W-2 (Wage and Tax Statement): Provided by employers to report wages, tips, and withheld taxes.

  • 1099-NEC (Non-Employee Compensation): For independent contractors, freelancers, or self-employed individuals.
  • 1099-MISC:Reports other miscellaneous income, such as rent or prizes.
  • 1099-K:Reports income from third-party payment processors (e.g., PayPal, Venmo, Square).
  • 1099-INT (Interest Income):Issued by banks or financial institutions for earned interest.
  • 1099-DIV (Dividends):For dividends received from investments.
  • 1099-B (Brokerage):Reports proceeds from the sale of stocks, bonds, or mutual funds.
  • 1099-R:For distributions from retirement accounts (e.g., pensions, IRAs, annuities).
  • SSA-1099:For Social Security benefits received.
  • 1099-G:Reports unemployment benefits or state tax refunds.
  • Schedule K-1:For income, deductions, or credits from partnerships, S corporations, or estates.

Deductions and Credit Documents

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  • 1098 (Mortgage Interest Statement):Reports mortgage interest paid, often tax-deductible.

  • 1098-T (Tuition Statement):For education-related expenses, such as tuition and fees.

  • 1098-E (Student Loan Interest):Reports interest paid on student loans.

  • Childcare Provider Statements: Includes provider’s name, address, and Tax ID for claiming childcare expenses.

  • Charitable Contribution Receipts: Receipts for donations to qualified organizations.

  • Medical Expense Documentation: Bills, receipts, or statements for significant medical costs.

  • Property Tax Statements: For real estate or personal property taxes paid.

Other Tax-Related Documents

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  • Form 1095-A, B, or C (Health Insurance): Reports health insurance coverage through the marketplace or employers.

  • Form 5498 (Retirement Contributions):Reports contributions to IRAs or HSAs.

  • Quarterly Estimated Tax Payment Receipts: For self-employed individuals or those who prepay taxes.

  • Alimony Documentation (if applicable):For payments made or received (pre-2019 agreements).

  • Foreign Income Documents: Includes details of foreign accounts or income.

  • 1099-Q:Reports distributions from a qualified education program, such as a 529 plan.

  • Previous Tax Year Returns

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