Forms
Download the Essential Forms for Your Tax Preparation
Documents needed for personal return preparation
Income:
- W2’s Wages
- 1099INT-Interest Income
- 1099DIV-Dividend Income
- 1099G-State Refunds/Unemployment
- 1099B-Brokerage Statements
- 1099R-Retirement Plan Distributions
- K-1’s-Partnerships/Trusts/Estates/Sub S Corp
- 1099SSA-Social Security Income
- 1099MISC-Other Income
- Self employment income and expenses
Adjustments/Deductions:
- IRA/SEP Payments
- 1099-SA HSA Distributions
- 1098E Student Loan Interest
- 1098 Mortgage Interest
- Real Estate Tax Payment receipts
- Medical Expenses
- Charitable Contributions
Documents needed for business return preparation
- Statement of Income and Expenses
- Balance Sheet (Statement of Assets and Liabilities)
