THE ACCOUNTING OFFICES OF PATRICK S. MCNALLY

      Accounting, Payroll, Business & Individual Tax Services   

CALL:
215-462-7130

HOME  |   ABOUT US  |   OUR SERVICES  |   CLIENT RESOURCES  |   ARTICLES  |   CONTACT
fp_banner

Here’s a list of some of the most common tax documents (and why you would have them)

      We prepare a wide array of Federal, State and Local tax returns for Individuals, Corporations, Partnerships, Trusts, Estates, Non-Profits, LLCs and LLPs.
      Often needed prior to doing your taxes.

    All forms should be mailed to you by Jan. 31st

  • W2– From each employer for whom you worked in 2013
  • 1099 R– Issued by anyone who paid you distributions from pensions, annuities & IRAs.
  • 1099 C – Issued by a bank or credit card company if you have had debt forgiven this year
  • 1099 Int-Issued by anyone who paid you interest income in 2009. e.g. Banks, Investments Firms
  • 1099 Div-Issued by companies who’ve paid dividends on stock you own.
  • 1098-Issued by mortgage companies showing total interest and property taxes paid.
  • 1099 SSA-If you’ve received Social Security or Disability Benefits.
  • 1099 B-If you’ve sold stock this year, showing the gross proceeds you’ve received. (See “Taking Stock” under Articles
  • 1099 Misc-If you worked as an independent/sub contractor or have your own business.
  • W2G – If you have winnings from lottery, casinos or any other gambling winnings

Where's my PA or NJ tax return