2024 Tax Return Documents
Please upload the following documents for your 2024 tax return preparation. All documents should be in PDF format when possible.
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Required Documents
W-2 Forms
Required
Wage and Tax Statement from all employers
w2-2024.pdf
239.3 KB • Uploaded 1/15/2024
Uploaded
1099 Forms
Required
Interest, dividend, and other income statements
Pending
Mortgage Interest Statement (1098)
Annual mortgage interest paid
Pending
Property Tax Records
Annual property tax payment records
property-tax-2024.pdf
184.6 KB • Uploaded 1/16/2024
Uploaded
Charitable Donation Receipts
Receipts for all charitable contributions over $250
Pending
Previous Year Tax Return
Required
Copy of your 2023 tax return for reference
The uploaded document was for 2022 instead of 2023. Please upload the correct year.
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