![]() A copy of your income tax return from last year, if not prepared by this office.Ĭan I upload my documents to the Web Client Organizer?.Any tax notices sent to you by the IRS or other taxing authority.Legal papers for adoption, divorce, or separation involving custody of your dependent children.Copies of closing statements regarding the sale or purchase of real property. ![]() Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C).Schedule K-1 showing income from partnerships, S corporations, estates and trusts.Brokerage statements showing investment transactions for stocks, bonds, etc.All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc.Forms W-2 for wages, salaries and tips.We will also need the following information provided to our office: What other documents will I need to provide? To do so, under the Web Organizer Index, select Create PDF. If you prefer not to use the electronic features of the client portal, you can print the Organizer as a PDF file. If you have not received you ID and Password by January 31, please contact us.Ĭan I still provide you with a printed version? I haven’t received my Unique ID & Password.
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