미국 세금보고에 필요한 서류 - Individual
1. W2s
2. 1099 series
3. Stock Trading statement
4. Crypto trading
5. FBAR & FATCA
6. Health Insurance
7. Home Energy Saving Credits (Home Improvement cost)
8. Gamble Gain/Loss
9. Property Tax Bills
10. Home Mortgage payments statement (1098)
11. Unemployment Compensation
12. Electric vehicles
13. Retirement Plan: IRA
14. Dependents Information: Name, DOB, address (live together?), Student for whole year?
15. Direct Deposit or payment을 원하시는 첫 고객
Bank Name
Routing No
Account No
Checking or Saving?
16. Telephone No.
핸드폰인 경우 통신사
17. Address at end of Last year
18. SSN and Social Security Card copy (첫 고객 또는 신분 변경이 있는 경우)
19. Driver License copy (첫 고객)
20. Prior year tax return copy
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