October 15 Deadline
The deadline for taxpayers with an extension to file is around the corner – on Tuesday, Oct. 15. It’s important for taxpayers to gather all their records and get copies of any missing documents before we prepare their return.
What documents to gather
Here’s the information taxpayers may need. Not all information applies to all taxpayers.
- Social Security numbers of everyone listed on the tax return.
- Bank account and routing numbers for direct deposit or information to make a tax payment.
- Forms W-2 from employer(s).
- Forms 1099 from banks, issuing agencies and other payers covering such payments as unemployment compensation, dividends and distributions from a pension, annuity or retirement plan.
- Form 1099-K or 1099-MISC or other income statement for workers in the gig economy.
- Form 1099-INT for interest received.
- Other income documents and records of virtual currency transactions.
- Form 1095-A, Health Insurance Marketplace Statement.
- Information to support claiming other credits or deductions such as receipts for child or dependent care, college expenses or donations.
Missing documents: What taxpayers should do
To request a missing W-2 or Form 1099, taxpayers should contact the employer, payer or issuing agency. This also applies for taxpayers who received an incorrect W-2 or Form 1099.
All documents can be uploaded to Whiteside & Simms using our secure link below.
Click Here to upload files to Whiteside and Simms securely