T-Ledger
T-ledger Financial Services
We will prepare and electronically file all of the required schedules and documents in accordance with Federal, State and Local tax guidelines.
When preparing for tax season, it`s essential to gather all relevant documents from the prior year, including:
- 1099-NEC (Nonemployee Compensation)
- 1099-MISC (Miscellaneous Income)
- 1099-INT (Interest Income)
- 1099-DIV (Dividends and Distributions)
- 1099-B (Proceeds from Broker and Barter Exchange Transactions)
- 1099-G (Certain Government Payments)
- 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
- 1099-K (Payment Card and Third Party Network Transactions)
- W-2 forms : showing income and taxes withheld from employers.
- 1099 forms : reporting income from freelance work, self employment, and other sources.
- 1098 forms showing mortgage interest, student loan interest, or tuition payments.
- investment statement including 1099-Div for dividends and 1099-INT for interest.
- Business expense records : for self-employed individuals or business owners.
- Charitable donation receipt: for itemizing deductions.
- Medical expense records: for itemizing deductions.
- Any and all other statements that you have received in a prior year.
Having these documents ready will ensure accurate tax preparation and maximize your refund or minimize your tax liability.
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