Tax Center

2019 Client Tax Letter

2019 Questionnaire


Important Links

IRS

Oklahoma Tax Commission

Social Security Administration

Oklahoma Secretary of State


What do I need to file my tax return:
Depending on your situation you will need a variety of documents. In addition to our tax questionnaire here are some common items you will need.

Income source documents:

  • W2 – Wages and salary
  • W-2G – Gambling winnings
  • 1099-R –Retirement Income
  • 1099-INT – Interest
  • 1099-DIV – Dividends
  • 1099-MISC – Miscellaneous income, including self-employment
  • 1099-G – Government payments
  • 1099-SA – MSA or HSA distributions
  • 1099-B – Stock exchanges
  • SSA-1099 – Social Security benefits
  • Schedule K-1 – Partnership income or loss
  • Alimony received

Documents for items you have paid during the year:

  • 1098 – Mortgage interest
  • 1098-E – Student loan interest
  • 1098-T – Tuition
  • 1095 – Health coverage
  • Alimony paid

Records and receipts to document:

  • Charitable donations
  • Health care expenses
  • Mileage reports
  • Child care expenses
  • Prior year tax return – *new clients only