Reminders for 2023 Tax Return

Make sure you are ready to file your 2023 Tax Return. 

We are providing you with a list of reminders:

• Make sure you have received all the W‐2s from all the places you worked in 2023.
• Make sure you have received all the 1099‐necs from all the places you worked in 2023.
• If you had health insurance through the marketplace, do not forget to request your 1095‐A.   You can call 800‐318‐2596 to request it.
• If you were in a college or university, make sure to check your college account for your 1098‐T.
• If you were paying a mortgage, download your 1098‐Mortgage statement from the same account where you make your monthly mortgage payments.
• If you contributed to retirement accounts or withdrew from your 401K double-check your account to see if a 1099‐R was issued.
• If you applied for unemployment, you should be issued a 1099‐G. You can check the same place where you filled out the application for this form. 
• If you are claiming dependents under 16, make sure you request a School Enrollment Letter and/or Daycare Expense Letter. 
• Did you invest in the stock market or cryptocurrency? Double-check your account for a tax statement.

We look forward to helping you file your 2023 tax return. If you have any questions or need to schedule an appointment, feel free to call us at 713‐981‐0011.