Diane P. Smith Tax Service
DATES & RESOURCES
Tax Deadlines - 2024
Individual Filing April 15, 2024
S Corporation March 15, 2024
Limited Liability Corporation March 15, 2024
What to bring
(as it applies to your tax situation)
Client Intake Form - Individual (click here)
and/or
Client Intake Form - Business (click here)
​
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