Forms to do my Income Tax.

 

 

 

You will need the following to do your taxes.

 

- Social security number or tax ID number

- Spouse’s full name,

- Date of birth

Dependent(s) Information, dates of birth, and social security numbers or tax ID numbers

 - Receipts for energy-saving home improvements
- Alimony paid/received
- Childcare Expenses fee paid

 

Forms	Concept
W-2	Employed Form
1099-G	Unemployed
1099-Nec and expenses ***	Self Employee
Schedule K-1	Partner S, C o Partnership income
1099-R	Retirement Income/IRA
SSA-1099	Social security
1099-Int	Saving & Investments
1099-Div	Dividends Income
1099-B	Sales of stock
1098	Mortgage Interest Statement
1095-A	Health insurance if you enrolled
1098-T	Work Educational expenses
1098-E	Student loan interest paid
Notice 1444 (New)	Information about your stimulus payment
Letter 6475 (New)	Economic Impact Payment
Letter 6419 (New)	Advance Child Tax Credit Reconciliation

*** Expenses (To deduct expenses must be ordinary, necessary and reasonableness)

Example but to limit to:

- Cost of Goods Sold

- Assets

- Education Expenses

- Bonuses

- Fringe Benefits

- Sick and Vacation Pay

- Property

- Rent - Lessee (Improvements, taxes)

- Interests (Restrictions apply)

- Taxes (Restrictions apply)

- Insurance (Health insurance)

- Intangibles (Software, patent, know-how, etc)

- Bad Debts

 

**** For Business

- EIN (Employer Identificacion Number) 

- CA SOS Num.

- Profit and Loss

- Balance Sheet

- Bank Statements (12 months)

- Previews Forms 1120, 1120-S, 1065, etc.

 Please call 424-229-0401 if have any questions.

 

Thank you.