Tax forms, documents needed to file your IRS 1040 tax return. W-2, 1099, SSA, Schedule C, 1098, div
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- Опубликовано: 30 июл 2024
- Checklist link.... saintores.com/forms
Tax preparer checklist. 2024 for filing 2023 tax return
Paperwork needed for Tax accountant, CPA, H R Block, TurboTax, FreeTaxUSA, efile, e-file, TaxSlayer, TaxAct, Jackson Hewitt, etc.
#Katie_St_Ores #Taxes #1040 #tax
Paperwork, forms needed for IRS form 1040 for your income tax return.
Tax preparation Video Log:
00:22 How to find Tax document download
00:58 Social security
01:07 Canceled check for tax refund
01:28 W2 wages and tax statement
01:39 1099misc, 1099nec, schedule c
01:44 retired 1099r, SSA1099
02:01 1099int, 1099div, interest income
02:20 Stocks 1099b, 1099S
02:29 Cryptocurrency 1099k, 1099misc, 1099b
02:33 Gambling income, jury duty
02:50 1098 mortgage interest
02:59 Real estate and property tax
03:15 Charitable donations
03:35 Education 1095a,1098t, 1098e
03:46 State and local taxes
03:49 Vehicle sale tax
03:55 IRA, HSA, Health saving account
04:06 Form 5498, 5498SA
Katie also does step by step instructions for the SOLE PROPRIETOR, INDEPENDENT CONTRACTOR, SINGLE MEMBER LLC, IRS.
Please understand that these videos are for EDUCATIONAL purposes only and are very general. All people and their financial situations are different. So, it is important to consult your own financial professional.
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Katie St Ores CFP®, ChFC®, EA, LTC
• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent
• RUclips - Educational Channel - Finance, Investment, Taxes
2023, 2022, 2021, 2020 Women’s Initiative (WIN) CFP® Board
2023, 2022, 2021, 2020 Financial Women to Watch on RUclips
Thank you for the great information 💰
[10:34am PST] @SaintOres.com
Thanks Miriam, My pleasure!
Can you show us an example of 1098t to enter the line in 1040. Very confusing as no direct link
[10:48 AM PST] @SaintOres.com
Hello Tom, I am assuming you are talking about online tax filing. With consumer tax software, you cannot jump to input with a link since it is all interview based. Please, contact their customer support. They will be able to walk you through this part. Good luck!
You are a gem! Can you send me the link to your website for the list. Thank you so much!
[03:55pm PST] @SaintOres.com
Hello Gisselle, Thanks for the nice comment and I'm glad the video helped. Here's a link to get the list. saintores.com/ Just click on 'Forms and Help Lines' and you'll see the .pdf download. Have a great tax season.
Hi Katie, thanks for sharing this video, definitely a great help. Btw I was unable to access the link to view the checklist
[01:55pm PST] @SaintOres.com
Thanks Zigam, I appreciate you letting me know. I published a new website this past weekend and there are somethings that aren't displaying yet. My background is taxation/finance and definitely NOT websites. I'll try and get the checklist download up on the site as soon as I can. Thanks again.
Hey Katie pray all is well. i just wanted to know where will I get the list i can't see it on the site.
[9:31am PST] @SaintOres.com
Hllo JM, Sorry about that. Thanks for reminding me. I in the process of moving my website. I'll try and get it posted for you after lunch (Oregon time).
I've been trying to use your link to download the forms but it isn't working
Hello Barry, Sorry about that. I'm in the process of updating my webpage. I'll see if I can fix the link on Monday.
Taxpayer is full time student but not any loan and he lived with grand father in home and same address and taxpayer works grand fathers Home w-2 income ?please reply for me?
Hello Mohammad, Since you are preparing tax returns, I would recommend joining a tax preparer's group where professionals ask and answer these types of questions.
How to you claim your Home now ?
Hello Culture, You must meet certain requirements to claim a home office deduction. The space you are claiming must be used regularly and exclusively for business purposes. You can calculate your home office deduction by determining the percentage of your home that is used for business purposes and applying that percentage to your home-related expenses, such as rent or mortgage payments, utilities, and insurance. It's important to keep accurate records and receipts to support your claim and consult with a tax professional if you have any questions or concerns.
Tax season already😢
Yes, everyone should have most of their documents by now. Time to start filing.