Common documents required if applicable:
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K-1
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W-2
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W-2G Gamble Income
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1099G State Refund
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1099-G Unemployment
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1099-INT “Interest”
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1099-DIV Dividends
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1099 Misc
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1099-SSA Social Security
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1099-R Retirement or Roth/Traditional
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1099-B Investments
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1098 Home Owners INT & Property tax
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1098-E School INT
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1098-T Educational Tuition/receipts
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1099-C Cancelation of Debt
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1099-S Sales Proceed of Home
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1099-SA Sale of Home
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Child Care: EIN/SS, Address/Phone #
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1095-A Covered CA Health INS form
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Direct Deposit Refund:
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Routing Number
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Account Number
**Tax Preparation In Downey by MacTax Solutions
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