1. Wage income (Form W-2)
2. Self employment income (Form 1099-MISC)
3. Interest income (Form 1099-Int)
4. Dividend income (Form 1099-Div)
5. Health insurance (Form 1095)
6. Stock transaction details (Form 1099-B and Form 8949)
7. Pension or retirement income (Form 1099R)
8. Social Security income (SSA-1099)
9. Real estate transaction income (Escrow Statement)
10. Rental income and expense
11. Sole proprietor business income and expense
12. Form K-1 from partnership, S-corporation, or Trust
13. Home mortgage interest statement (Form 1098)
14. Real estate tax statements
15. Medical expense includes prescription medicine, medical insurance
ad doctors Visit mileage and fees
16. DMV license fee
17. Charity donation receipts
18. Prepaid estimated tax records
19. New home escrow statement & new car purchase statement
20. Cash or non-cash gift or inheritance
21. Child and dependent care Expense with the provider’s ID and address
22. Children Education Expense (Form 1098-T)
23. Other tax related information
If you are a new client, please also provide:
Social Security Number and birthdays for all family members
Previous year tax return
If you have foreign assets:
Foreign Bank, Investment, retirement and Insurance Account Monthly Statements
Foreign Income (Wages, interest, dividends, rental income, etc.)
Foreign Expenses
Foreign Partnership or Corporation Financial Statements & Tax Returns
Foreign Individual Tax Returns
If you are a new green card holder or not sure of your residence filing status in the US, please provide the dates you entered and exited the US for the last three years.
Depending on the complexity of your return, we may ask for additional information. Please make an appointment with us as soon as possible when you have these tax documents ready.
New Eastern Accountancy Service
33 E Valley Blvd., # 213
Alhambra, CA 91807
微信号：NEWEASTERN789
Tel: 626-285-8757