Mo Bandz Tax Service

Check with IRS for Current Year Returns, Check with IRS for Amended Returns, Check with Refund Advantage – (866) 876-6648 or www.TaxPayerInfo.com

State-issued or Federal-issued picture ID, Social Security Cards for everyone yourself and spouse/dependents (if applicable), Your Checking Account & Routing Number (to direct deposit your refund), Copy of your previous or most recently filed tax return

W-2s differ for many events, including benefit such as a cafeteria plan or insurance [non-medical] or deferred compensation or savings plan, such as a 401(k), 403(b) or the like. Using your check stub instead of the Form W-2 can cause tax overpayment, refund delay & an audit/inquiry correspondence trigger. Companies file W-2s and 1099s with the IRS, so make sure yours match up. Call your HR department to see if your company uses W-2 importing platform. Go to IRS website to request a transcript of income that has been reported under your SSN.

Provide all documents mailed to you which indicate they’re for “Tax Purposes.”

Child Care Expenses, 1098-T Education Tuition Expense, Interest Paid on Student Loans, Alimony Paid (need Social Security number of recipient), 1098 – Mortgage Interest Expense, Medical savings account, Moving expenses, IRA contributions, Rental Property Expense & cost basis, Adoption expenses, Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance), Real Estate Taxes and other taxes paid, List of Charitable Contributions, Un-Reimbursed Job Expense, Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box