List of Documents to bring/send to Jen!
IMPORTANT NOTE: I need the actual tax documents to complete your return. That means I need the W2, not just a paystub, I need the 1099G from unemployment not just a record of payments, I need your 1099DIV/B for stocks, not just your year-end statement, etc. Thank you!
W-2 - employee jobs
1099-MISC - contractor jobs/other income
1099-NEC - contractor jobs (note: jobs are not required to send you a 1099-NEC for under $600, you report that yourself on Spreadsheet 2/3)
1099-Int - bank interest
1099-Div - stock dividends
1099-B - profit from sales of stocks
1099-R - retirement distributions
1099-G - unemployment or state refunds
1099-K - from PayPal/Square/Venmo for online transactions
K-1 - partnerships, S-corps, or inheritances
1099-SSA - Social Security
1095-A - Marketplace Health Insurance
1098-E - student loan interest
1098-T - tuition statements
1098 - mortgage interest
Crypto - You must provide me with an official tax statement. Coinbase will generate a Form 8949 for you, that's what I need. Robinhood Crypto will give you a regular 1099B like it does for stocks. I will not accept excel files listing transactions, I must have a tax document.
Business income info (Spreadsheet 2/3)
Rental Income info (Spreadsheet 5)
Drivers License front (and back for NY)
Last years tax return (new clients only)
Bank account and routing # for direct deposit/debits
IMPORTANT NOTE: I need the actual tax documents to complete your return. That means I need the W2, not just a paystub, I need the 1099G from unemployment not just a record of payments, I need your 1099DIV/B for stocks, not just your year-end statement, etc. Thank you!
W-2 - employee jobs
1099-MISC - contractor jobs/other income
1099-NEC - contractor jobs (note: jobs are not required to send you a 1099-NEC for under $600, you report that yourself on Spreadsheet 2/3)
1099-Int - bank interest
1099-Div - stock dividends
1099-B - profit from sales of stocks
1099-R - retirement distributions
1099-G - unemployment or state refunds
1099-K - from PayPal/Square/Venmo for online transactions
K-1 - partnerships, S-corps, or inheritances
1099-SSA - Social Security
1095-A - Marketplace Health Insurance
1098-E - student loan interest
1098-T - tuition statements
1098 - mortgage interest
Crypto - You must provide me with an official tax statement. Coinbase will generate a Form 8949 for you, that's what I need. Robinhood Crypto will give you a regular 1099B like it does for stocks. I will not accept excel files listing transactions, I must have a tax document.
Business income info (Spreadsheet 2/3)
Rental Income info (Spreadsheet 5)
Drivers License front (and back for NY)
Last years tax return (new clients only)
Bank account and routing # for direct deposit/debits
