Tax filing will start January 24th

What forms do I need to file my taxes for 2021?

  • All W-2s (make sure all W2s are included if you work more than one job)

  • 1099-NEC (if you drive Uber/Lyft or do Doordash/Grubhub you need 1099-NEC, 1099-K and summary of Uber/Lyft and any other contract jobs)

  • 1095-A (if you have marketplace/Obamacare insurance for 2021)

  • 1099-INT (if you have any interest income from the bank)

  • 1099-G (if you have Unemployment/PUA Income)

  • 1099 forms from your brokerage account (if you buy and sell stocks please check your account)

  • 1098-T if you, your spouse, or your children were enrolled in an eligible educational institution

  • 1098 Mortgage Statement (if you own a house)

  • 1098-E if you paid interest on qualified student loans in 2021

  • Total gains or losses from the sale of cryptocurrencies

  • Donation receipt or any other proof (if you donated to charity organization in 2021)

  • State issued ID or Drivers License for you and your spouse

  • And all other tax related documents you may have received

Don’t fall behind on your taxes!

AD Tax and Services can help you prepare your taxes for filing. We can also review your past years tax filings. Thousands of clients trust us every year to file their taxes.

See below to learn more about our services: