TAX PREP
SUBMITTING YOUR DOCUMENTS FOR TAX PREP
If you are emailing your tax documents, please email them to Returns@RTincometax.com
You can drop off or mail your documents as well. If you may need an appointment, please call.
Below are some new or more popular forms/info for the upcoming filing season:
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Advanced Child Tax Credit Payments: YOU MUST KNOW THE EXACT AMOUNT YOU RECEIVED FROM THE IRS JULY-DECEMBER. The IRS will be mailing out “Letter 6149” in January reflecting what was paid to you in 2021.
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Unemployment Compensation: Form 1099-G is needed to electronically file your tax return. The States do not mail this form you MUST retrieve it via the State unemployment website.
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Child Care Credit: YOU MUST HAVE THE TAX ID #, NAME AND ADDRESS OF THE CHILD CARE PROVIDER. The credit cannot be claimed without this information.
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Education Credit: Form 1098-T is needed from the College. The student can log into their student portals to obtain this tax form
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Retirement Distributions: Form 1099-R is needed from the financial institution where the withdrawal was made.
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Investment Accounts: Any accounts used to trade securities/cryptocurrencies you must obtain the YEAR END TAX STATEMENT (FORM-1099).
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Gifts: Annual exclusion $15,000 (2021) and $16,000 (2022) per person. Lifetime Federal gift tax exemption is $11,700,000.
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Direct Deposit: copy of a voided check is best. PLEASE ADVISE WHENEVER THIS INFO CHANGES.
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Please advise of any dependent changes and address or residency changes.