Matt Moore
Tax Kingdom USA

• Here are the links to check your refund status:

  • Check with IRS for Current Year Returns
  • Check with IRS for Amended Returns
  • Check with Refund Advantage – (866) 876-6648 or www.TaxPayerInfo.com

• State-Issued or Federal-Issued picture ID
• Social Security Cards for everyone yourself and spouse/dependents (if applicable)
• Your Checking Account & Routing Number (to direct deposit your refund) or we can print a check (where available)
• Copy of your previous or most recently filed tax return

• No, taxpayers cannot use the last paycheck stub to file since it is in direct violation of IRS policy.

  • W-2s differ for many events, including (but not limited to) benefits, such as cafeteria plan or insurance [non-medical] or deferred compensation or savings plan, such as 401(k), 403(b) or the like.

  • Using your check stub instead o fthe Form -2 can cause tax overpayment, refund delay & an audit/inquiry correspondance trigger.

  • Companies file W-2s and 1099s with the IRS, so make sure yours match up.

  • Call your H.R. department to see if your company uses W-2 importing platform.

  Go to IRS Website to Request a transcript of income that has been reported under your SSN.

  Not all will apply.

  • W-2 for you & spouse

  • Form 1099 and Form 1099-MISC for self-employment income

  • Form 1099-A for foreclosure of a home

  • Form 1099-B for proceeds from broker transactions

  • Form 1099-C for cancellation of debt

  • Form 1099-DIV for dividends and distributions

  • Form 1099-G for unemployment income or a state tax refund

  • Form 1099-INT or Form 1099-OID for interest income

  • Form 1099-K for business or rental income processed by third-party networks

  • Form 1099-LTC for Long Term Care reimbursements

  • Form 1099-PATR for patronage dividends

  • Form 1099-Q for payments from qualified education programs

  • Form 1099-QA for distributions from an ABLE account

  • Form 1099-S proceeds from the sales of property

  • Form 1099-SA for Health Savings Account and Medical Savings Account distributions

  • Form SSA-1099 for Social Security benefits

  • Form RRB-1099 for railroad retirement benefits

  • Alimony or Child Support received

  • Gambling income and losses

  • Cost Basis of Securities Sold

  • For Small Business Owners – bank statements, complete the Schedule C Validation Form, a Profit & Loss Statement, contractors letter of engagement, summary of income and expenses, records of gross receipts and revenue, business license

• Provide all documents mailed to you which indicate they’re for “Tax Purposes.”

  Not all will apply.

  • Child Care Expenses
  • 1098-T Education Tuition Expense
  • Interest Paid on Student Loans
  • Alimony Paid (need Social Security number of recipient)
  • 1098 – Mortgage Interest Expense
  • Medical savings account
  • Moving expenses
  • IRA contributions
  • Rental Property Expense & cost basis
  • Adoption expenses
  • Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
  • Real Estate Taxes and other taxes paid
  • List of Charitable Contributions
  • Un-Reimbursed Job Expense
  • Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box

Not all will apply.

• Child Care Expenses
• 1098-T Education Tuition Expense
• Interest Paid on Student Loans
• Alimony Paid (need Social Security number of recipient)
• 1098 – Mortgage Interest Expense
• Medical savings account
• Moving expenses
• IRA contributions
• Rental Property Expense & cost basis
• Adoption expenses
• Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
• Real Estate Taxes and other taxes paid
• List of Charitable Contributions
• Un-Reimbursed Job Expense
• Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box

Here are the forms that you need to submit BEFORE your return is complete:

• Client Intake form
• EIC Validation form
• Schedule C (Self-Employment) Validation form

Here are the forms that you need to submit AFTER your return is complete and prior to filing (generated in tax software):

• • Bank Product (provides consent to have your tax prep fee deducted from your refund and/or apply for a cash advance)
  • Consent Doc (provides consent for tax preparer to use the information you provided for the purpose of preparing your return)
  • E-File Signature Authorization – provide consent for your tax preparer to E-File your tax return