11/02/2023
📍ATTENTION
Upcoming tax year make sure you have 👇🏾
✅Personal Information:
- Full name, Social Security number (or taxpayer identification number).
- Spouse's information if filing jointly.
- Dependents' information (names, SSNs).
✅Income Documents:
- W-2 forms from your employer(s).
- 1099 forms for other income sources (e.g., freelance work, investments).
- Records of any rental income.
- Interest and dividend income statements.
✅Deductions and Credits:
- Mortgage interest statement (Form 1098).
- Property tax records.
- Medical expense records.
- Charitable donation receipts.
- Education-related expenses (e.g., Form 1098-T).
- Records of any business expenses (if self-employed).
✅Retirement Savings:
- Contributions to retirement accounts (e.g., 401(k), IRA).
- Records of any early withdrawals or distributions.
✅Health Insurance:
- Proof of health insurance coverage (Form 1095-
A, 1095-B, or 1095-C).
✅Tax requirements can vary depending on your specific situation, so it's a good idea to consult with a tax professional to ensure you're accurately reporting your income and claiming eligible deductions and credits.
At B&R TAX SERVICE LLC we strive to get you the refund you deserve💰💰💰
.
