Phone: (702) 592-3267 | E-Fax: (702) 583-7456
Email: Richard@rstax.biz
RS TAX SERVICES
Income Tax Service and Bookkeeping
Las Vegas Tax Form Checklist
Although tax season happens once a year, RS Tax Services would like for you to take a proactive approach to your tax form checklist. We are very thorough and being organized when it comes to working with us will pay off in filing your return correct and on time.
Below you will find a list of items for you to bring to your tax appointment. The checklist provides common tax items and documentation the IRS requires.
Nevertheless, many of the items listed below depend on your unique personal or business tax situation.
Also, you will want to bring other documents that support your tax claims like charitable donations receipts, checkbooks, business purchases, self-employment income, deductible expenses information, and other accounting records that will help lower your tax liability.
Tax | Form | Checklist | |
|---|---|---|---|
1 | Social Security Number or Tax ID Number(Spouse and Dependents) | Tuition and Education Fees | |
2 | Dates of Birth (Spouse and Dependents on the tax return) | Student Loan Interest (1098-E) | Records of job-related educational expenses and unreimbursed employment related expenses |
3 | Income from all adults in the home | Lottery or Gambling Winnings | Cash and non-cash charitable donations |
4 | Drivers License, Government issued Photo I.D. | Health cover statements from your employer or insurer (Form 1095-B/1095-C) | |
5 | Copy of last years federal tax returns | Income from Partnerships, S Corporations, Trusts, and Estates(Schedule K-1) | |
6 | Wage and Earnings forms (W-2 Forms) | Mortgage or Home Equity Loan Interest Paid (Form 1098) | Real Estate and Personal Property Taxes Paid - You will need proof of tax payment |
7 | Unemployment Income (Form 1099-G)c | Records of canceled debt amounts (Form 1099-C) | Interest and Dividend Income |
8 | Social Security Income (Form SSA-1099) | Sales of Stocks & Bonds | |
9 | (Form 1099-R) | Payroll Reports | Loan Balances |
Our Services
Don't Forget These Items
Personal Taxes
Form 1098-T ~W2’s ~1099-R’s ~ Unemployment Document Donation Receipts ~ Rental Depreciation Schedule ~ Sales Tax on Vehicle Purchases ~ Mortgage Interest Document ~ Direct Deposit Info
Business Taxes
Sales Tax Returns ~Payroll Reports ~ Depreciation Schedule ~ Loan Interest ~ Loan Balances ~ Business savings/checking account interest (Form 1099-INT or statement)
The Top Benefits of Working With RS Tax Services
Experienced Staff
Fast Response Time
Expert Tax Advice
Call us at: (702) 592-3267
RS Tax Services
6600 W. Charleston Blvd Suite 117
Las Vegas, NV 89146
Phone: (702) 592-3267
E-Fax: (702) 583-7456
Email: Richard@rstax.biz