Affirm Tax & Multi Service LLC

Required documents include copies of driver's license or state IDs, social security cards, proof of residence for dependents, income documents (W-2s, 1099s, K-1s), investment income forms, state and local income tax refunds, taxable alimony, business or farming income statements, home office expenses, IRA/pension distributions, rental property income/expenses, social security benefits, income from sales of property, prior year installment sale information, other miscellaneous income, IRA contributions, energy credits, student loan interest, medical savings account contributions, self-employed health insurance payments, Keogh, SEP, SIMPLE and other self-employed pension plans, alimony paid that is tax deductible, educator expenses, state and local income taxes paid, real estate taxes paid, personal property taxes, estimated tax payment made during the year, prior year refund applied to current year, any amount paid with an extension to file, direct deposit information, foreign bank account information, child care costs, education costs, adoption costs, home mortgage interest and points, investment interest expense, charitable donations, casualty and theft losses, medical and dental expenses.

You can check your tax refunds through the IRS website at www.irs.gov, using the IRS Get Refund Status tool, or by calling the IRS Inquiry Phone at (800) 829-1040.

A Roth 401(k) allows contributions to be made with after-tax dollars, resulting in tax-free withdrawals in retirement. A Traditional 401(k) allows contributions to be made with pre-tax dollars, reducing taxable income now, but withdrawals are taxed as ordinary income in retirement.