Taxpayers Checklist Needed for 2024
Valid Driver's License or State ID
Current Address
Phone Number/Email
Social Security Card for Taxpayers and Dependents
W-2's
1099 docs
1098
1098T
Account and Routing Information for Direct Deposit
You say to yourself why does my tax professional need all this information. The IRS requires tax professional to have all this information on file to validate who you are. It is required No exceptions.
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