01.21.2015
Here are some listings from the IRS to make filing easier with them and your tax prep. office!
IRS Recommends: What You Need to Get Started for Filing
Personal Information:
A copy of last year's tax return
Verify your identity by using your 2013 Adjusted Gross Income or the your 2013 personal identification number if you created one
Don't have your AGI or PIN? Get a new five-digit PIN by using an online Electronic Filing PIN, or call the IRS toll-free line at 1-866-704-7388
Valid Social Security numbers for yourself and your spouse, if applicable
Valid Social Security numbers for your dependents, if applicable
Income and Receipts:
Social Security benefits
Unemployment Compensation
All receipts pertaining to your small business, if applicable
Income receipts from rental, real estate, royalties, partnerships, S corporation, trusts
Other/Misc income:
W-2s, showing your annual wages from all of your employers
Forms 1099-INT, showing interest paid to you throughout the year
Form 1099-G, showing any refund, credit or offset of state and local taxes
Forms 1099-DIV and Forms 1099-R, showing dividends and distributions from retirement and other plans paid to you during the year
NEW: ACA Filers
Form 1095A, Health Insurance Marketplace Statement
Form 8962, Premium Tax Credit
Form 8965, Health Coverage Exemption and ECN
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Source information found at IRS.gov! For more on the latest updates and Tax law news, follow us on Blogger/Facebook/Twitter and our website BetterRefundIncomeTax.com
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