Take a few minutes review this information. If you still have questions or want to talk to your tax preparer, contact us by clicking here.
Most of this information is covered in our electronic questionnaire. Returning clients should have received an email from Prospect with instructions on how to access the questionnaire. If you are a new client, please contact us if you have not received access yet.
Here is a list of common, “official” forms you may receive.These forms are normally made available to you by January 31. The forms will either be mailed to you or available for download from the issuer’s website.
If these documents apply to you, they are necessary for us to have to properly complete the tax return. Filing a return without providing this information will adversely impact the time it takes to process your return and the refund.
Your broker (i.e TD Ameritrade, Fidelity, Charles Schwab, etc) will issue a 1099-B that should have the proper information to calculate capital gain. If you have a large number of transactions, please provide us with the 1099-B and an Excel Spreadsheet that can be downloaded from your broker’s online account.