LE Tax Service

IRS Forms to Look For

W2 Form: This is the one from any employer that you worked for last year. This should be postmarked or available for download by Jan 31st. No, we can’t tell you if you have them all… 1098 Form: From your mortgage or home equity company. Reports your interest paid on your loan. This may also […]

What to Bring

All Taxpayers Last Year’s Tax Returns Birthdate’s and SS numbers for Dependents W-2’s from all Employers W-2G’s from Gambling Income 1099-MISC for Sub-Contracting 1099-INT or DIV for Interest and Dividends 1099-B for Investment Accounts/Sale of Stock 1099-A or C for Debt Cancellation or Foreclosure 1099-G for Unemployment Benefits 1099-R for IRA or Pension Distributions Purchase […]

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IRS Forms to Look For

What to Bring

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