#filingtaxes

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Walking into a tax preparation appointment without your documents wastes your time and your preparer's time. Here is what you need: 📄 Income documents: • W-2s from every employer • 1099-NEC and 1099-MISC for freelance and contract work • 1099-INT and 1099-DIV for bank interest and investment dividends • 1099-B for stock and investment sales • 1099-G for unemployment compensation • 1099-R for retirement distributions • 1099-K for payment platform income (Venmo, PayPal, Cash App) • K-1 forms for partnership or S-corp income 📄 Deduction documents: • 1098 for mortgage interest • 1098-T for tuition payments • 1098-E for student loan interest • Property tax statements • Charitable donation receipts • Medical expense records • Business expense records and mileage logs 📄 Other: • Prior year tax return • Social Security numbers for all household members • Bank account and routing numbers for direct deposit • Government-issued photo ID Gather everything now. Do not wait until April 14. 📞 Call (844) 200-8027 to book your preparation appointment. Real estate inquiries: (973) 392-2785 JRICKSS Financial Services

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.

This video explains the major tax changes you need to know for filing your 2024 taxes in 2025. CPA KYLE Ashcraft covers new reporting requirements for business owners, lower income thresholds for receiving a 1099-K from payment platforms, and updates to tax credits and retirement account contribution limits.