PLEASE DOWNLOAD AND SEND APPLICABLE COVER SHEET FILL AND ATTACH  WITH
 W-2  & OTHER TAX DOCUMENTS IF YIOU HAVE ANY:
  

  1. Personal Tax Cover Sheet:  Click here to download form
  2. Rental Income Cover Sheet Click here to download form
  3. Business Tax Cover Sheet:  Click here to download form


________________________________________________________________________________
For Your Tax Filing - Prepare the Following Applicable Documents
 


INCOME

  • Current W-2 Forms
  • Interest or Dividens received (Form 1098-Int, 1098-Div)
  • State & Local Refunds (1099-G) 
  • Business Income/Loss (1099-Misc, Sch C, 1099-NEC) 
  • Miscellaneous income : Form1099-MISC
  • Trading: Ticker Symbol, Purchase Date & Price, Sales Date and Price.
  • Capital Gain/Loss (Stock trading, Foreign exchanges – Crypto, Bitcoin etc.)
  • Partnership, S-corporation & trust income (From K-1) 
  • Pension and Annuities (401K withdrawal) (Form 1099-R) 
  • Social security Benefits (From 1099-SSA, RRB-1099) 
  • Unemployment Compensation received (Form 1099-G) 
  • Alimony received 
  • Gambling and Lottery Winning (W-2G)


EXPENSES

  • Mortgage interest statement (Form 1098S)
  • Real estate tax paid (Mostly on the mortgage statement) 
  • Gift to charity (Cash, check or any other type of donation – Cloths, vehicle, toys etc.)  
  • Medical and Dental expenses (Expenses only if more than 7.5% of your total income) 
  • Child care expenses 
  • Settlement papers if you purchased, sold or refinanced homes 
  • Education tax credit (Need to get 1098-T from the institution) 
  • IRA contribution, if you made any 
  • Purchase documents if you bought qualified electric vehicle or solar electric credit. (8936, 5695)


Important Reminders

STATE ID

Some states either require or request a driver's license number or other state identification to be
included with the e-filing of state returns:
At this time, only Alabama, Ohio and New York are requiring the driver’s license for electronically filing.California, Kansas, Louisiana, New Jersey, Pennsylvania, Virginia and Wisconsin, are requesting (but not requiring) the information. State policies are constantly changing.
 

ITIN

Your ITIN may expire before you fle a tax return in 2018. All ITINs not used on a federal tax return at least once in the last three years will expire on December 31, 2017. Additonally, all ITINs issued before 2013 with middle digits of 70, 71, 72 or 80 (Example:(9XX-70-XXXX) will expire at the end of the year.If you need to fle a tax return in 2018, IRS recommends you submit a Form W-7, Applicaton for IRS Individual Taxpayer Identfcaton Number, , now to renew your ITIN. As a reminder, ITINs with middle digits 78 and 79 that expired in 2016 can also be renewed.

 
 
Send your documents to:      By Email: cvatax@gmail.com        Phone: 301-910-6876  
 
Mail: VIJOY PATTAMMADY,  C/O CVATAX,  4939 REEDY BROOK LN,  COLUMBIA MD 21044     



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