Helpful Forms
Form W-4 Employee’s Withholding Allowance Certificate
Form W-9 Request for Taxpayer Identification Number and Certification
Form 9465 Installment Agreement Request
Form 2848 Power of Attorney & Declaration of Representative
Tax Checklist
- All W2’s received from all employers
- All 1099-R (IRA & Pension distributions)
- All 1099-MISC (nonemployee compensation, rents, and other income)
- Any 1098-T/College expense statements
- Any 1098-E/Student lean interest statements
- Social security benefit statements
- Form 1095-A from Healthcare Marketplace
- Form 1095-B/1095-C Health Insurance Documentation
- Interest and Dividend statements
- Form 1099-B (capital gains)
- Any 1099-G (unemployment)
- All other statements of income (K1, 1099-Q, 1099-C, 1099-S, W2-G, etc.)
- Amount of quarterly estimated payments paid
- Form 1099-SA (health savings account distributions)
Additional Information to Include
- Property and real estate taxes paid
- Auto property tax
- Mortgage interest paid (Form 1098)
- Charitable contributions (over $250 must provide receipts. Please note the value of the donation)
- Child care paid (provider name, address and tax ID is required)
- Traditional IRA contributions