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Getting You Prepared

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Documents Needed For Tax Preparation

 

***Please be aware that any documentation submitted without

prior consent will be destroyed.***

  • Picture Id or Passport
  • Social Security Cards
  • Tax ID number
  • Birth Certificates
  • Childcare records
  • Child Immunization Records
  • Court Documents for Adoption
  • Court Documents for Guardianship
  • Medical Insurance Cards
  • Other Dependents ID / Docs
  • Death Certificates

If you have any questions about the resource materials listed on this site, please contact us at

770-716-5556

kadeshfinancial@outlook.com

 or

fill out the form on our

Contact Us page.

  • Forms W-2
  • 1099-G Unemployment,
  • State tax refund (1099-G)
  • Forms 1099-K
  • Schedules K-1
  • Records of all expenses
  • Bank Statements
  • Credit Card Statements
  • Receipts
  • Business-use Deductions / Proof
  • Estimated tax payments
  • 1099-Misc
  • Pension/IRA/Annuity Income (1099-R)
  • 1099-R Distributions (cash out)
  • Traditional & Roth IRA Contributions
  • Social security/Railroad Income (1099-SSA, RRB-1099)
  • Interest, Dividend Income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or property (1099-B, 1099-S)
  • Health Savings Account a (1099-SA or 1099-LTC)
  • Expenses related to your Investments
  • Cryptocurrency (Virtual currency) Income
  • SBA PPP Documents
  • Gambling income W-2G
  • Jury duty Income
  • Hobby Income and Expenses
  • Prizes and awards
  • Trusts
  • Royalty Income 1099–Misc.
  • Record of alimony paid/received
  • 1098 Mortgage Interest
  • Real Estate Taxes
  • Personal Property Tax Records
  • Energy-Saving Home Improvements
  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Miles driven for charitable or medical purposes
  • 1095-B, 1095-C
  • Form 1095-A Marketplace Insurance
  • Fees paid to a licensed day care center Wages paid to a baby-sitter
  • 1098-T Tuition Income
  • Qualified Educational Expenses
  • 1098-E Student Loan Interest Receipts for classroom expenses Educators

Any State / IRS letters received

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