Diane P. Smith Tax Service

Client Intake Form - Individual (click here)

and/or

Client Intake Form - Business (click here)

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W-2         Wage and Tax Statement

W-2 G       Gambling Winnings

1098        Mortgage Interest Statement

1098-T       Tuition Statement

1099 Misc    Miscellaneous Income

1099-C      Cancellation of Debt

1099 NEC    Non-employee Compensation

1099        Rental Income

1099-B      Proceeds from Broker and Barter

1099 Div     Dividends and Distributions

1099 Int      Interest Income

1099-R        Distribution from Pensions, Annuities, Retirement

1099-S       Proceeds from Real Estate

1099 SSA        Social Security Benefit Statement

1099-R CSA    Statement of Annuity

5498 SA         HSA, Archer, MSA or Medicare Advantage MSA Information