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Proof of identification (Drivers License, Government issued Photo I.D.) | |||
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Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration. If you or your dependent is not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). We can help you do this. | |||
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Birth dates for you, your spouse and any dependents on the tax return | |||
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Wage and earning statement(s) Form W-2, W-2G, 1099-MISC and 1099-R, from all employers and payers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us. | |||
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Interest and dividend statements – Forms 1099-INT and 1099-DIV | |||
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Social Security, State Income Tax refund and Unemployment Compensation statements – Forms SSA-1099 and 1099-G | |||
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Information on Broker and Barter Exchange Transactions – Form 1099-B | |||
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Records of rental income and expenses, IRA contributions, and alimony paid or received | |||
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Mortgage Interest Statement – Form 1098; and records of the purchase or sale of your residence | |||
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Records of medical, eye care and dental expenses | |||
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Receipts for cash and non-cash charitable contributions | |||
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A copy of last year’s Federal and State returns, if available | |||
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Total amount paid for a day care provider and the day care provider’s tax identifying number – the provider’s Social Security Number or Employer Identification Number | |||
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To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms. | |||
Contact Info Widget
- Jabez Financial Solutions
- 9701 Apollo Dr, Upper Marlboro, MD 20774
- 1-888-340-8433
- info@jabezfinancialsolutions.com
- www.jabezfinancialsolutions.com