Information needed at the time your 2020 income tax return items are dropped off at our office:
Confirm name, date of birth, social security number, address, telephone numbers, and email address(es) are correct.
Any dependent information is correct.
Letting us know whether you have any virtual currency transactions or foreign bank accounts.
Provide us with Forms W-2, 1099, 1098, property tax statements, donation statements and totals, medical expense for insurance totals and co-pay totals. Any investment transactions will be on a Form 1099.