JC Financial Consultants

Tax Documentation Submission

Personal Information

Identification, Social Security Cards, Birth, Dependent(s) info, spouse info...

TAXPAYER FULL NAME *

Phone *

Email *

Address

Full Home Address *

City *

State *

Country *

Postal code *

TAXPAYER DATE OF BIRTH: *

TAXPAYER SOCIAL SECURITY NUMBER *

TAXPAYER OCCUPATION: *

Taxpayer ID: *

Pleas Upload ID (front)

SPOUSE FULL NAME

SPOUSE PHONE NUMBER

SPOUSE EMAIL ADDRESS

SPOUSE SOCIAL SECURITY NUMBER

SPOUSE DATE OF BIRTH

SPOUSE OCCUPATION

Spouse ID:

Pleas Upload Spouse ID (front)

DEPENDENT NAME 1

DEPENDENT #1 SOCIAL SECURITY NUMBER

DEPENDENT DATE OF BIRTH #1

DEPENDENT NAME 2

DEPENDENT #2 SOCIAL SECURITY NUMBER

DEPENDENT DATE OF BIRTH #2

DEPENDENT NAME 3

DEPENDENT #3 SOCIAL SECURITY NUMBER

DEPENDENT DATE OF BIRTH #3

DEPENDENT NAME 4

DEPENDENT #4 SOCIAL SECURITY NUMBER

DEPENDENT DATE OF BIRTH #4

Taxpayer and Dependent Social Security Cards *

Do you owe the IRS? *

DO YOU NEED AUDIT ASSISTANCE ? *

FILING STATUS *

E-FILING SERVICE FEE DISCOUNTS

Income Information

Income Docs (W2 or 1099)

Unemployment Compensation (1099G)

Interest Income 1099-INT and/or 1099-DIV)

Social Security benefit (Form SSA-1099)

Stocks/Investments (1099-B)

Gamblings or losses, including lottery, bingo & raffles (W2-G)

Health Information

Health insurance from the Healthcare.gov Marketplace (Form 1095-A)

Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA)

Unreimbursed incurred Medical Expenses

Housing Information

Form 1098 – Mortgage Interest and 2020 Property Tax Statement

Closing Disclosure & 1099-S

Rental Property Income (Income and Expenses)

Foreclosure Docs (1099A or 1099C)

Energy Efficient Improvements Made

CHILD AND DEPENDENT CARE

Annual Child Care Statement

Proof of Child Care

PRIOR TAX RETURN DOCUMENTS

Prior tax return documents

EDUCATION

Any tuition, fees or book expenses for any tuition, fees or book expenses that were required to attend college, university or vocational school (1098 - T and Expenses)

Scholarships or grants for higher education

Distribution from a 529 Plan or Education Savings Plan (Form 1099-Q.)

Contributions to a 529 Plan or Education Savings Plan

Student Loan Interest (Form 1098-E)

ITEMIZED DEDUCTIONS

Charitable contributions (Receipts or acknowledgements from charity, cancelled check or other proof)

BUSINESS INFORMATION

1099-NEC, 1099-MISC or own a small business

BUSINESS NAME

BUSINESS EIN

STATE WHERE BUSINESS OPERATES

ANY ADDITIONAL INFORMATION THAT’S NEEDED

Business Vehicle Mileage Documentation

Additional Support Documentation not listed above

WERE YOU REFERRED BY SOMEONE? IF YOU DID, DROP THEIR INFO BELOW

Referral's First & Last Name

Referral's Phone Number

Referral's Email

DIRECT DEPOSIT INFO

BANK NAME

ACCOUNT TYPE

Checking

Savings

ROUTING NUMBER

ACCOUNT NUMBER

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