Personal Information

  • Social Security Number or Tax ID Number
  • Spouse’s Social Security Number or Tax ID Number
  • Tax returns from the past 3 years

Information of Others on your Tax Return

  • Dates of birth and full names
  • Social Security Number or Tax ID Number
  • Childcare records
  • Income from other adults in your household

Forms

  • W–2 (Employee Information)
  • 1098 – T (Educational Institution)
  • 1098 – E (Student Loans)
  • 1099 – MISC/ Schedules K – 1 (Income Records)
  • 1099 – R (Pension/ IRA/ Annuity Income)
  • 5498 (IRA contributions)
  • 1099 – B/ 1099 – S (Income from Stock or other Property)
  • 1099 – INT (Interest Income)
  • 1099 – DIV (Dividend Income)
  • 1099 – G (Unemployment/ State Tax Refund)

Personal Information

  • Social Security Number or Tax ID Number
  • Spouse’s Social Security Number or Tax ID Number
  • Tax returns from the past 3 years

Information of Others on your Tax Return

  • Dates of birth and full names
  • Social Security Number or Tax ID Number
  • Childcare records
  • Income from other adults in your household

Forms

  • W–2 (Employee Information)
  • 1098 – T (Educational Institution)
  • 1098 – E (Student Loans)
  • 1099 – MISC/ Schedules K – 1 (Income Records)
  • 1099 – R (Pension/ IRA/ Annuity Income)
  • 5498 (IRA contributions)
  • 1099 – B/ 1099 – S (Income from Stock or other Property)
  • 1099 – INT (Interest Income)
  • 1099 – DIV (Dividend Income)
  • 1099 – G (Unemployment/ State Tax Refund)

Get a personal consultation.

By entering your phone number and clicking the “Get Started” button, you provide your electronic signature and consent for Community Tax LLC or its service providers to contact you with information and offers at the phone number provided using an automated system, pre-recorded messages, and/or text messages. Consent is not required as a condition of purchase. Message and data rates may apply.

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Personal Information

  • Social Security Number or Tax ID Number
  • Spouse’s Social Security Number or Tax ID Number
  • Tax returns from the past 3 years

Information of Others on your Tax Return

  • Dates of birth and full names
  • Social Security Number or Tax ID Number
  • Childcare records
  • Income from other adults in your household

Forms

  • W–2 (Employee Information)
  • 1098 – T (Educational Institution)
  • 1098 – E (Student Loans)
  • 1099 – MISC/ Schedules K – 1 (Income Records)
  • 1099 – R (Pension/ IRA/ Annuity Income)
  • 5498 (IRA contributions)
  • 1099 – B/ 1099 – S (Income from Stock or other Property)
  • 1099 – INT (Interest Income)
  • 1099 – DIV (Dividend Income)
  • 1099 – G (Unemployment/ State Tax Refund)

Personal Information

  • Social Security Number or Tax ID Number
  • Spouse’s Social Security Number or Tax ID Number
  • Tax returns from the past 3 years

Information of Others on your Tax Return

  • Dates of birth and full names
  • Social Security Number or Tax ID Number
  • Childcare records
  • Income from other adults in your household

Forms

  • W–2 (Employee Information)
  • 1098 – T (Educational Institution)
  • 1098 – E (Student Loans)
  • 1099 – MISC/ Schedules K – 1 (Income Records)
  • 1099 – R (Pension/ IRA/ Annuity Income)
  • 5498 (IRA contributions)
  • 1099 – B/ 1099 – S (Income from Stock or other Property)
  • 1099 – INT (Interest Income)
  • 1099 – DIV (Dividend Income)
  • 1099 – G (Unemployment/ State Tax Refund)

Get a personal consultation.

By entering your phone number and clicking the “Get Started” button, you provide your electronic signature and consent for Community Tax LLC or its service providers to contact you with information and offers at the phone number provided using an automated system, pre-recorded messages, and/or text messages. Consent is not required as a condition of purchase. Message and data rates may apply.