Here are a few forms which may prove useful for your preparation for our meeting.
Download and print as needed.
Personal and Dependent Data Organizer
KETCHIKAN TAX SOLUTIONS
Locally Owned and Operated | Your Tax & Bookkeeping Professionals
RECOMMENDED DOCUMENTS
- Proof of Residency (annually for Children and Dependents)
- Social Security Card (1st Visit)
- Birth Certificate (1st Visit)
- Medical Information/Statement
- All Income Forms:
- W2's (Wages),
- W2G's (Gambling Wages),
- 1099-E (Unemployment),
- 1099-R (Retirement)
- 1099 Div (Dividends)
- 1099 Int (Interest)
- 1099 SSA (Social Security)
- AK PFD Statements