Get 20% off this month when you try our services!
Tax Checklist & Forms
- Proof of identification (Driver's License, Government issued Photo I.D.)
- Birthdates for you, your spouse and any dependents on the tax return.
- Wage and earning statement(s) Form W-2, W-2G, and 1099-R, from all employers and payers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us!
- Self-employed business income and expenses - Forms 1099-NEC, 1099-MISC, and 1099K.
- Records of job-related educational expenses and un-reimbursed employment related expenses.
- Interest and dividend statements - Forms 1099-INT and 1099-DIV.
- Social Security, State Income Tax refund and Unemployment Compensation statements - Forms SA-1099 and 1099-G.
- Information on Broker and Barter Exchange Transactions - Form 1099-B.
- Records of lottery or gambling winnings and losses.
- Records of rental income and expenses, IRA contributions, and alimony paid or received.
- Mortgage Interest Statement - Form 1098 (including home equity loans); and records of the purchase or sale of your residence.
- Records of real estate and personal property taxes paid.
- Records of state or local taxes paid (including sales tax*).
- Records of canceled debt amounts - Form 1099-C.
- Records of medical, eye care and dental expenses.
- Receipts for cash and non-cash charitable contributions.
- Records of tuition and education fees paid - Form 1098-T; and student loan interest paid - Form 1098-E.*
- Records of educator expenses paid.*
- Records of moving expenses paid and any casualty or theft losses.
- Total amount paid for a daycare provider and the daycare provider's tax identifying number - the provider's Social Security Number or Employer Identification Number.
- Records of any qualified energy efficient home improvements paid.*
- Health Insurance Marketplace Statement - Form 1095-A.**
- Records of federal and state estimated taxes and foreign taxes paid.
Files coming soon.
Helpful Links
Refunds
https://www.irs.gov/refunds
Social Security Number & Card
https://www.ssa.gov/number-card
Identity and Tax Return Verification Service
https://www.irs.gov/identity-theft-fraud-scams/identity-and-tax-return-verification-service
Helpful Tips
Tax Form Request
Honey's Multi Tax Services LLC
Arnaudville, Louisiana, United States
Copyright © 2024 Honey's Multi Tax Services - All Rights Reserved.
Powered by GoDaddy
.png/:/cr=t:4.64%25,l:0%25,w:100%25,h:90.72%25/rs=w:940,h:427,cg:true)
"JOIN OUR VIP WAITLIST"
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.