documents to bring.png

DCOUMENTS REQUIRED TO FILE TAXES:


 

If Single:

  • Bring in last years tax return

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage Interest and Property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

If Married filing jointly:

  • Last year’s tax return

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • If Married with children: copies of social security for the kids as well as dates of births

If Married filing separately:

  • Last years tax return

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • If Married with children: copies of social security for the kids as well as dates of births

  • Spouse's social number

If Head of household:

  • Last year’s tax return

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • Copies of everyone's social security cards with dates of births

 

©2019 by ZSL Tax & Financial Services. Proudly created with Wix.com