What Documents Do I Need To Submit for My Returns?

The documents vary, depending on the person, and changes in their lives from one tax year to another. Below is a list of the kind of documents you may need to submit to your accountant to complete your return.

We prefer to receive clear copies of your documents. We do not need your original documents. All of your documents are scanned into our system and returned to you when your taxes are complete.

Below is a list of the documents we need in order to accurately and completely file your tax returns. As the client, you are responsible for submitting correct documents and letting us know as soon as possible if you receive corrected tax documents in the mail.

  • Forms W-2 for wages, salaries, and tips.
  • All Forms 1099 for interest, dividends, retirement, miscellaneous income, unemployment compensation, nonemployee compensation, Social Security, state or local refunds, gambling winnings, etc.
  • Brokerage statements showing investment transactions for stocks, bonds, virtual currencies, etc.
  • Schedule K-1 showing income from partnerships, S corporations, estates and trusts.
  • Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.
  • Any tax notices sent to you by the IRS or other taxing authority.
  • All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.
  • Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C).
  • Copies of closing statements regarding the sale or purchase of real property.
  • Legal papers for adoption, divorce, or separation involving custody of your dependent children.
  • Notice 1444 or 1444-B showing the amount of the Economic Impact Payment (EIP or EIP 2) you received.
  • A copy of your income tax return from last year, if not prepared by this office.
  • A valid drivers’ license or non-driver ID.
  • Your most recent banking account information, both the routing number and account number if you are filing with our office for the first time or updating your previous year’s information.
David is a registered representative at LifeMark Securities Corp. For additional information, please visit FINRA BrokerCheck LifeMark Securities Corp., member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. LIFEMARK does not provide tax or legal advice. LifeMark Securities Corp. Privacy PolicyLifeMark Securities Corp. DOL Best Interest Disclosure Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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