Below are the most common forms forgotten when filing taxes. Each description has contact number, link and/or form pdf file to help retrieve. If you should need any further assistance you can contact us 305-626-4646 or email taxpro@taxpro305.com
The 1099-G is the tax form the department issues in January for the purposes of filing your taxes. The 1099-G will detail the amount of benefits paid to you during a specific year as well as any amounts withheld and paid to the IRS. They are made available by January 31st for the prior tax year. To retrieve click HERE
How to find your 1095-A online
Note: Your 1095-A may be available in your HealthCare.gov account as early as mid-January, or as late as February 1.
You can also contact the Marketplace directly at 1-800-318-2596 and request for them to verbally provide the information to fill out a 1095-a.
***See link below to download current 1095-A form to complete yourself.
If you cannot find or never received below is the link to the IRS website that may be able to assist you. Click HERE
If you're unable to retrieve your IP PIN online, you may call us at 800-908-4490 for specialized assistance, Monday - Friday, 7 a.m. - 7 p.m. your local time (Alaska & Hawaii follow Pacific Time), to have your IP PIN reissued. An assistor will verify your identity and mail your IP PIN to your address of record within 21 days.
Mortgage interest paid is provided from your financial institution which you make you monthly payments. Form 1098 is typically mailed to you and received by first or second week of February. You can also go online and download form from financial institute website when available.
***Please note if for some reason you changed lenders during the year you would then need 2 separate 1098 forms. One from each lender. This happens when you refinance with a different bank or current bank sells mortgage to another bank.
If you have lost your EIN Verification Letter from the Department of Treasury, you can request a new one. To do so, call the IRS Business & Specialty Tax Line toll free at 1-800-829-4933 between the hours of 7am and 7pm in your local time zone. Request a 147c letter when you speak with an agent on the phone.
If your address has changed, you need to notify the IRS to ensure you receive any tax refunds or IRS correspondence. There are several ways to notify the IRS of an address change:
If you change your address before filing your return, enter your new address on your return when you file. When your return is processed, we'll update our records. Be sure to also notify your return preparer.
If you change your address after filing your return, you should notify the post office that services your old address. Because not all post offices forward government checks, you should also directly notify the IRS as described below.
To change your address with the IRS, you may complete a form 8822.
Copyright © 2024 TaxPro305 - All Rights Reserved.
Powered by GoDaddy Website Builder
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.