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If you haven't received your form by mid-February, you can typically find a digital copy in your Marketplace account under the "Messages" or "Tax Forms" section.
Action Required: Former users can no longer log in to the Direct File site to retrieve past records. To access your tax transcripts or previous returns, you must now use your IRS Online Account or submit Form 4506.
If you are 65 or older, you may qualify for an additional $6,000 deduction (or $12,000 for couples), which stacks on top of your standard deduction.
Photo ID: Valid driver’s license or state ID for all taxpayers.
Prior Year Return: A copy of your most recent tax filing.
Verification: Social Security cards or ITIN letters for yourself, spouse, and all dependents.
Birth Dates: Required for all household members listed on the return.
Employment: All W-2, W-2G, and 1099-MISC forms.
Investment/Retirement: 1099 forms for interest, dividends, stock sales, or retirement (1099-R).
Social Security: Form 1099-SSA.
Other: Documentation for prizes, scholarships, or gambling winnings.
Family Expenses: Child care (with provider ID), adoption, and alimony records.
Home & Education: Mortgage interest statements, property tax bills, and student loan or tuition statements.
Correspondence: Any recent notices from the IRS or state tax offices.
Banking Info: A digital copy of a canceled or blank check showing your 9-digit routing and account numbers.
As a BBB-accredited business, we ensure your documents are handled with the highest level of security.
Earned Income Tax Credit
Investing in education is one of the most significant financial commitments you will make.
Q Simpson-Snyder & Associates specializes in helping families and students navigate the complexities of higher education tax benefits to ensure you get every dollar you deserve.
Q Simpson-Snyder & Associates: Your Trusted Partner for Tax Solutions
With over a decade of experience in tax preparation,
Q Simpson-Snyder & Associates is dedicated to providing comprehensive consultation and accurate tax services.
Before establishing her firm in 2023, Marquetta Simpson-Snyder honed her leadership skills as the Office Manager for H&R Block’s Marion Oaks location. Her deep commitment to the community is reflected in her work with the Marion County United Way’s VITA program, and she maintains rigorous professional standards through the IRS Annual Federal Tax Refresher (AFTR) program.
As a Better Business Bureau (BBB) accredited business,Q Simpson-Snyder & Associates is dedicated to transparency and excellence. We specialize in providing expert tax services for individuals, families, and small businesses, ensuring every client receives personalized advice designed to maximize benefits and guarantee accurate, timely filings.
If you receive a 1099-K for personal payments or the amount is wrong, the IRS recommends these steps:
Contact the Filer: Reach out to the payment app or bank listed on the form to request a corrected version showing $0.
Report the Error: If you cannot get a correction, report the full gross amount on Schedule 1 (Line 8z) as "Other Income" and then create a matching negative entry on Line 24z as "Other Adjustments" to zero out the tax effect.
Keep Records: Save your correspondence with the payment app and any documentation (like text messages or receipts) that proves the payment was personal.