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Tax Return Filings - Required Documents
How to File Tax Returns
Refund Status
Referral Program
Get ITIN Processed
Documents Required for
Tax Return Filings
Documents Required for Tax Return Filings
Wage Statements - Form W-2
Dependents' Social Security Numbers & Dates of Birth
Last Year's Federal and State Tax Returns
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount - Form 1099-G
Unemployment Income - Form 1099-G
Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
Health Expenses (Medical, Eye Care, and Dental)
Record of Purchase or Sale of Residence
Mortgage or Home Equity Loan Interest Paid - Form 1098
Real Estate and Personal Property Taxes Paid
State or Local Sales Taxes Paid
Non-reimbursed Employment-Related Expenses
Job-Related Educational Expenses
Tuition and Education Fees - Form 1098-T
Student Loan Interest - Form 1098-E
Estimated Taxes Paid
Foreign Taxes Paid
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