January – April 2024

W2’s
A valid legal, unexpired identification for all taxpayers
1099NEC (Self-employed)
1099’s from banks, issuing agencies and other payers including unemployment compensation, dividends, pension, annuity or retirement plan distributions.
SSA form (Social Security Benefits)
1095-A Health Insurance Marketplace thru NYS.
1098 (Mortgage Interest & Property Taxes)
1098-T (Tuiton and Expenses for People Attending College).

Children in day care bring proof of payment or W-10 Form.
For direct deposit routing and account #’s.
New clients and claiming a new dependent, SSN and birth certificate. If you are claiming a dependent who is not your child and is 17 years old or less, please bring proof of support and residency, like doctor’s and school letter.
1099K (payment card and third-party network transaction that exceeds $20,000 and there are more than 50 transactions).
CP01A notice IRS will send a(pin) if you had been

Add a footnote if this applies to your business