Pre-Tax Prep Registration

What Are You Interested In? *

Income Documents: W-2 forms, 1099 forms, and any other tax forms received.
Last Year’s Tax Return: If available, to refresh your filing information.
Locate Your Protection Pin: Identify your protection if the IRS issued one to you, spouse, and/or dependent.
Foreign Reporting: If applicable, understand foreign reporting and residency information.
Dependent Information: Understand childcare records, dependent income, form 8332, if applicable.
Tax Credits and Deductions: Documentation for adjustments to income and tax credits.
Sources of Income: Understand required documentations and forms for employment, unemployment, and self-employment, rental, retirement, savings, investments & dividends, Other Incomes and losses.
Deductibles: Learn about deductible types such as charitable, vehicle and home ownership, expenses (childcare, medical, educational), etc.
Other

What Else Would You Like to Know? *

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