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FORMS
Serving Northeast Indiana and Beyond
260-925-4199
Located in Auburn, IN
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Fill Out the Necessary Forms

To assist us in accurately preparing your taxes, we ask you to provide the following information (if applicable).

Tax Checklist

  • All W2's received from all employers
  • All 1099-R (IRA & Pension distributions)
  • All 1099-MISC (nonemployee 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 & 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

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Get in Touch With Us Today!

260-925-4199

Our Tax Forms

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