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Thank You

Thank You For Your Business!
We sincerely appreciate your support
for 25 years and look
forward to serve you for many more
years. If there is any way we can
serve you better, please let us kno
w.
 

 

 
Documents Required for Taxes
Form 1095 (A, B or C) for Health Insurance
Your Hanwritten Notes
W2s and W2Gs 1099Rs 1099-INT, 1099-DIV, 1099-OID etc. 1099-B (With "Cost Basis" for the stocks sold) 1099-C AND 1099-A (cancellation of Debt)
1099-G (For State Refund / Unemployment) SSA-1099 (Social Security Statements)
1098 (Mortgage for the main home) 1098 (Rental -Write property address on 1098) 1099-MISC (Need "Business Worksheet") Completed "Rental Worksheet" for each property Each Day Care Provider's Address and Tax ID K-1s for Partnerships, S-Corps, Trusts 1098-T for College Tuition and Fees 1099-E for Student Loan Interest 1099-Q for Coverdell ESA Distribution 1099-S for Real Estate Sales
Previous Year's Tax Return (New Customers Only)
Non-Cash Charitable Contr. Worksheet (Download)
Rental Income-Expense Worksheet (Download)
Business Worksheet (Download)
Medical Expense Worksheet (Download)
Any Other Tax Document Not Included Above
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 *"Securities and Investment Advisory Services offered through KCD Financial, Inc., Member FINRA & SIPC. Securities are offered in Maryland, Virginia, Pennsylvania, New Jersey and North Carolina. For the residents of the other states, information provided here is for educational purpose only."

This communication is strictly intended for individuals residing in the state(s) of MD, NJ, NC, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.