IQ Tax & Accounting Services
What do you need to bring with you to get your Tax refund fast ?
Documents:
1 - Last year tax return for new clients only
2 - Social Security Numbers (spouses and dependents)
3 - W-2 forms for this year
4 - Birth Dates for spouse and dependents.
5 - Self-Employed Business Expenses.
6 - Any 1099 form or 1098.
7 - Social Security benefits.
8 - Child Care Provider name, address and Tax ID number. “ If you are paying an individual then bring their name, address and social security number “.
9 - Alimony “If you paid or received alimony we need to report how much and the social security number of the payer or recipient”
10 - Form 1098 Mortgage Interest & Real Estate Taxes Paid.
11 - Moving Expenses if you moved more than 50 miles for work.
12 - Charitable Expenses.
13 - Medical Expenses are deductible if more than 10 % of your adjusted gross income.
14 - Estimated Tax Payment made for the year.
15 - Jury Duty Pay.
16 - Adoption Expenses.
17 - K-1 income from Partnerships, S Corporations & Trusts.