1040 with Itemized Deductions with Wage, Retirement, Interest, or Dividend Income
Income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
ADDITIONAL TAX SITUATIONS:
If you sold your home during the year, add $50.00 to the fee.
If you used your home as a rental property in the current year or a prior year, add $50.00 to the fee.
Income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
ADDITIONAL TAX SITUATIONS:
If you sold your home during the year, add $50.00 to the fee.
If you used your home as a rental property in the current year or a prior year, add $50.00 to the fee.
Income is from W-2, 1099R, Social Security, 1099-INT, or 1099-DIV only.
Note: Includes 2 Wage, Retirement, Interest, or Dividend Income Statements.
For each additional statement above two, add $5.00 per statement to the fee.
Federal and State (where applicable) Preparation and Electronic Filing. PDF copy of return.
ADDITIONAL TAX SITUATIONS:
If you sold your home during the year, add $50.00 to the fee.
If you used your home as a rental property in the current year or a prior year, add $50.00 to the fee.
What to Bring/Provide:
Photo ID
Social Security Card for each taxpayer and dependent(s)
A copy of your prior-year return (if we did not prepare your return last year)
W-2 Wage Statements
1099-R, Social Security, 1099-INT, or 1099 DIV Statements
Form 1095-A or B (if applicable)
Any applicable form listed above (i.e., tuition statements)
Any additional 1099s
Any additional forms from the Rental Property or Home Sale Checklist
Receipts for Charitable Donations, Medical Bills, and any other itemized expenses. (See 1040 Checklist)