Forms
Fill Out the Necessary Forms
To assist us in accurately preparing your taxes, we ask you to provide the following information (if applicable).
Our Tax Forms
Tax Checklist
- All W2's received from all employers
- All 1099-R (IRA & pension distributions)
- All 1099-MISC (non-employee compensation, rents, and other income)
- Any 1098-T/College Expense Statements
- Any 1098-E/Student Loan Interest Statements
- Social Security Benefit Statements
- Form 1095-A from Healthcare Marketplace
- Form 1095-B/1095-C Health Insurance Documentation
- Interest and Dividend Statements
- Form 1099-B (capital gains)
- Any 1099-G (unemployment)
- All other statements of income (K1, 1099-Q, 1099-C, 1099-S, W2-G, etc.)
- Amount of quarterly estimated payments paid
- Form 1099-SA (health savings account distributions)
- Advance Child Tax Credit Letter 6419
- Economic Impact Payment Letter 6475
- A copy of any IRS correspondence you may have received
Additional Information to Include
- Property tax paid
- Auto excise tax
- Mortgage interest paid
- Charitable contributions (over $500 must provide receipts. Please note the value of the donation)
- Child care paid (provider name, address and tax ID is required)
- Indiana college 529 contributions
- Rent paid (name and address of landlord required)
- Traditional IRA contributions
For Returning Clients
If your bank has changed, we will need new direct deposit information.
** If you got married or have a new dependent, we will need additional information: Full name, social security number and DOB.
** If you moved to a different state, we will need additional information: date you moved to different state.
Save Time and Hassle When You Fill Out the Above Applicable Forms and Submit to Us Before Your Tax Consultation
Tax Consultation Form
Contact Us to Learn More
Where's My Refund?
About Us
Countryside Tax Service has built a reputation on providing effective tax solutions and bookkeeping services to individual and business clients.
Our team undergoes IRS training to keep themselves up-to-date with the industry standards. Get in touch with us today.
