Thank you for taking the time to complete this questionnaire. Your submission has been received. You may upload your tax source documents to your Vault using the link below. Upload to the folder TY2018, Client Source Documents.
Below is a list of common source documents to consider. Note that some may not apply to you. If you were a client last year, your tax organizer will show you items more specific to you. This document can be found in your Vault, in the folder TY2018, Client Organizer.
Form(s) W-2 for wages
Form(s) 1099 for interest, dividends, gains/losses
Schedule(s) K-1 for partnership and s corporation interests
Closing statements from real estate transactions
Listing of income and expenses from sole proprietorship businesses
Listing of income and expenses from rental properties
Record of alimony paid or received
Record of IRA contributions made
Form(s) 1098 for mortgage interest paid
Record of real estate taxes paid
Record of DMV fees paid
Record of donations made (cash and property)
Form(s) 1095 from health insurance coverage