01/12/2024
Prepare for your tax appointment with this checklist:
1. Personal info: Name, SSN, address.
2. Income docs: W-2s, 1099s, investment statements.
3. Deductions: Charity, medical expenses, mortgage interest.
4. Tax credits: Education, child, EITC.
5. Healthcare: 1095-A/B/C.
6. Retirement: IRA, 401(k) contributions.
7. Business/self-employed: Income, expenses, receipts.
8. Miscellaneous: Gambling winnings, jury duty pay, other income sources.
Ensure a smooth process by bringing or sending these documents in for a thorough review!
Contact Triple L Tax Solution & Services 708-582-7080 or send email to [email protected]