Nationwide Web Based Online Tax Service Specializing In Individual & Corporate Taxation

Tax Documents Check List

  • Copy of last years tax return (if new client)
  • W-2 Forms Wages Earned
  • 1099-Misc Self Employment, Rents, Royalties (if reported)
     Corps are exempt from 1099 forms
  • 1099-K Merchant Credit Card, Paypal, etc.
  • 1099-B Interest, Dividend, Stock Sales etc.
  • 1099-C Cancellation of Debt
  • 1099-A Foreclosure
  • 1099-INT Interest your received
  • 1099-DIV Dividends you received
  • 1098 Mortgage Interest paid to a financial institution
  • 1095-A Health Insurance from the Marketplace
     (Covered CA, etc.)
  • 1095-B Proof of Insurance
  • 1095-C Proof of Insurance
  • 1099-S Sale of Real Estate
  • 1099-G Taxable Government Payments. UI, etc.
  • 1099-R Pension, IRA, etc. Distributions
  • 5498 IRS Contributions / Conversions, etc.
  • K-1 Forms from S-Corps, Partnerships, Trusts, etc.
  • SSA-1099 Social Security Benefits
  • 1098-E Student Loan Interest
  • 1098-T Tuition Paid
  • 1099-Q Education Savings Account Reporting
  • Escrow Closing Statements
  • IRS Letters 6475, 6419, etc.