HOW 

TO

START 

THE TAX

FILING 

PROCESS?

START HERE:

Schedule a tax appointment call: 

https://calendly.com/nicoletross/tax-appt

 

Submit your tax documents:

 

- Download the TaxPass App using QRC Code YERMNCSK
- Email tax documents to info@mmtaxpro.com
- Fax tax documents to 1-866-583-9332
- Submit clear photos to 404-243-8400

TAX FORMS

QUESTIONNAIRE

Start your individual tax return by filing out a attached questionnaire.  Please complete the Questionnaire and email back to us at info@mmtaxpro.  Also, please email or fax any all U.S. Tax Documents that you receive for 2019 and a copy of your driver license.

SCHEDULE A FORM, ITEMIZE DEDUCTION

Use this schedule to figure your itemize deductions.  If you itemize, you can deduct a part of your medical and dental expenses and unreimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions. and miscellaneous expenses.  You can also deduct certain casual and theft losses.

SCHEDULE C FORM, PROFIT OR LOSS FROM BUSINESS

Use this schedule to report income or loss from a business you operated or a profession  you practiced as a sole proprietor.  An activity qualifies as a business if your primary purpose for engaging in the activity is for income or profit and you are involved in the activity with continuity and regularity.

WHAT TO PROVIDE

  • Social Security card(s)

  • Driver’s License(s) / State Issued ID(s)

  • Dependents’ Social Security numbers and dates of birth*

  • Wage statements

  • W-2s

  • Last year’s Federal and State tax return

  • Self-employment business income and expenses/1099-MISC*/1099K

  • Commissions received/paid*

  • Pension, retirement income/1099-R*

  • Unemployment income/1099-G*

  • Canceled Debt Amount/1099-C*

  • Social Security income/SSA-1099*

  • IRA contributions*

  • Statements on the sales of stocks or bonds/1099-B *

  • Interest and dividend income/1099-INT/1099-DIV*

  • Lottery or gambling winnings/losses*

  • State refund amount/1099-G*

  • Income and expenses from rentals*

  • Alimony paid or received*

  • Record of purchase or sale of residence*

  • Medical and dental expenses*

  • Real estate and personal property taxes*

  • State or local taxes paid

  • Sales tax paid**

  • Estimated taxes or foreign taxes paid*

  • Cash and non-cash charitable donations*

  • Mortgage or home equity loan interest paid/1098*

  • Unreimbursed employment-related expenses*

  • Job-related educational expenses*

  • Educator expenses**

  • Tuition and Education Fees/1098-T**

  • Student loan interest/1098-E*

  • Moving expenses*

  • Casualty or theft losses*

  • Child care expenses and provider information*

  • Receipt(s) for qualified energy efficient home improvements**

  • Form 1095-A (Health Insurance Marketplace Statement)***

  • Form 1095-B/1095-C - Health Coverage Statements from Insurer/Employer

* If Applicable

** Provision has expired. May be extended by Congress. Bring just in case.

*** If purchased health insurance through the Federal or a State Marketplace.

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