Access the Tax
e-Filing Portal

File or Amend 2021 to 2024

Important Reminder for W-2 Workers

W-2 Workers my no longer claim deduction including:

• Work Expenses of any kind

• Moving Expenses (except Military)

• Tax Return Prepration Fees

• Alimony (unless it began Before 2018)

• Legal Fees

• Most Uninsured Losses

• Certain Home Equity / 2nd Home Loans

Claiming Dependents?

• Proof of each Child's SS#

• Proof of Address (ex: School, Medical, Daycare, Insurance)

• Proof of School/Daycare Expenses Paid (if claiming these)

Audit Defense & Identity Theft Protection Now included with most Tax Filings.

Proof of Income Received:

• W-2 Form for each employer

• 1099-NEC Form for Contract Jobs

• Annual Tax Summary (Uber, Lyft)

• 1099-K (Sales: Ebay, Amazon, etc)

Homeowners Please Provide:

• Closing Statement: If Bought, Sold, or Refianced in 2024

• 1098 Form from Mortgage Broker & each Servicer for 2024

• Property Tax Bills Paid in 2024

Proof of Income Received:

• W-2 Form for each employer

• 1099-NEC Form for Contract Jobs

• Annual Summary (Rideshare Driver)

• 1099-K (Online Sales: Ebay, Amazon)

College/Trade School Students:

• Form 1098-T (Tuition Statement for 2024)

• Payment Ledger or Award Letter/Notice
  These are typically found on the Student Portal. Contact the School's Business Office for help.

Applying for, or Renewing an ITIN:

• A Valid Passport may be used as the sole-soure

• No Passport? Then you'll need

  • Official Birth Certificate

  • Photo ID (Matricula, Voter ID)

  • Medical Records if age 0 to 6

  • School Records if age 6 to 17

Osbaldo "Ozzie" Gonzalez

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