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LEARN ABOUT THE NEW TAX CHANGES. AVOID LOST DEDUCTIONS AND TAX RETURN AMENDMENT FEES BY INCLUDING ALL THE DOCUMENTS AND INFORMATION WE WILL NEED TO COMPLETE YOUR 2025 INCOME TAX RETURNS. FOR YOUR CONVENIENCE WE PROVIDED A PRINTABLE LIST OF THE MOST COMMON DOCUMENTS. WE MAY CONTACT YOU TO GO OVER ANY QUESTIONS OR CONCERNS PRIOR TO COMPLETION.

IRS get ready to File- Updates and Essential tips. 

1-2026 CLIENT LETTER MAILOUT

  •  W-2 for Wage


  • 1099’s for Pensions, IRA’s or Annuity Distributions


  • Copy of all W2-G’s for Gambling Winnings


  • 1095-A for Subsidized Health Insurance, CT Access Health- Not Including CT Husky


  • 1099-SA For HSA/MSA Distributions. Form 5498-SA for Contributions


  • 1099-G for Government Payments including Unemployment, Taxable Refunds and Paid Leave


  • 1099 Forms for Interest, Dividends, Stock Sales, and Brokerage Accounts


  • SSA –1099 Social Security Benefits, Disability and Railroad Retirement.


  • 1099-K Third Party Payments


  • Schedule K-1 Forms for Partnerships, Corporations, Trusts or Estate Income


  • Energy Efficient Primary Home Improvement, EV Purchase Receipts


  • Charitable Contribution Receipts


  • ANY other INCOME received


  • 1099-DA- Digital Asset Transactions


  • Total Tips if not reported on W2


  • Year-End Total Time and a Half pay

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  • New Client prior year income tax return, depreciation schedule.

PRINTABLE INFORMATION LIST

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