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  • Check List-2019

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    Abdulahad Malik
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    The document is a checklist from WS Consulting LLC of required information for tax preparation including current contact details, dependent information, health coverage forms, income sources like interest, dividends, foreign accounts, retirement accounts, medical expenses, and trading, as well as commonly needed documents like W-2s, 1099s, rental income details, and partnership K-1s. It notes that some parents' dependent ITINs will expire at the end of 2018 and provides boxes to check off items.

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    CHECK LIST-2019

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    The document is a checklist from WS Consulting LLC of required information for tax preparation including current contact details, dependent information, health coverage forms, income sources like interest, dividends, foreign accounts, retirement accounts, medical expenses, and trading, as well as commonly needed documents like W-2s, 1099s, rental income details, and partnership K-1s. It notes that some parents' dependent ITINs will expire at the end of 2018 and provides boxes to check off items.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views1 page

    Check List-2019

    Uploaded by

    Abdulahad Malik
    The document is a checklist from WS Consulting LLC of required information for tax preparation including current contact details, dependent information, health coverage forms, income sources like interest, dividends, foreign accounts, retirement accounts, medical expenses, and trading, as well as commonly needed documents like W-2s, 1099s, rental income details, and partnership K-1s. It notes that some parents' dependent ITINs will expire at the end of 2018 and provides boxes to check off items.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    WS Consulting LLC

    Checklist For Required Information


    Must inquire about following items

     Current Address, phone # and e-mail address. ⃝


     Dependent information- Any change in family, spouse child ⃝
     Parents Dependent TIN- ITINs that have not been used on a tax return for Tax Year
    2015, Tax Year 2016 or Tax Year 2017 will expire December 31, 2018. Additionally, ITINs with
    middle digits of 73, 74, 75, 76, 77, 81, 82,83,84,85,86 or 87 (e.g. 9NN-73-NNNN) will also
    expire at the end of the year.

     Health Coverage – form 1095A, B or C ⃝


     Form 1099 Interest & Dividend income. ⃝
     Foreign accounts Interest & Dividend income. ⃝
     Any Trad. /Roth contribution, 1099R distribution/rollover ⃝
     Medical – HSA distribution/use of funds. ⃝
     Any trading Income from Virtual currency e.g. Bitcoins ⃝

    Commonly we need
     W-2 forms (wage/salary income detail). ⃝
     Form 1099B for Stocks/Securities trading. ⃝
     1099-Misc form for Business / Self employment ⃝
     Rental income detail for foreign & domestic properties. ⃝
     K-1 income from S corp or Partnership forms. ⃝
     Alimony Received / Paid ⃝

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