Filing Online - HN TAX & FINANCIAL

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Filing Online

File your tax with someone you can trust! Hien Q Nguyen Agency is here to help make life simple. We do free estimate with no obligation. Please send your tax documents by either fax or email. Once your tax return is completed, we will send you for review and approval, then we will e-file your tax return.

Tax Filing Checklist:

  • Social Security Card(s) - for the new client only

  • Driver's License(s) - for the new clients only

  • Dependents' Social Security Numbers/ITIN & Dates of Birth

  • Last Year's Federal and State Tax Returns - for new clients only

  • Wage Statements - Form W-2

  • Pension and /or Retirement Income - Form 1099-R

  • Interest and /or Dividend Income - Form 1099-INT/Form 1099-DIV

  • State Income Tax Refund Amount - Form 1099-G

  • Social Security Income - Form SSA-1099

  • Unemployment Income - Form 1099-G

  • Sales of Stocks or Bonds - Form 1099-B

  • Self-Employed Business/Farm Income & Expenses - Form   1099-MISC

  • Lottery or Gambling Winnings - Form W-2G

  • Lottery or Gambling Losses

  • Income from Partnerships, S Corporations, Trusts, and Estates -   Schedule K-1

  • IRA Contributions

  • Child Care Expenses & Provider's Information

  • Medical, Eye Care, and Dental Expenses

  • Cash and Non cash Charitable Donations

  • Record of Purchase or Sale of Residence

  • Mortgage or Home Equity Loan Interest Paid - Form 1098

  • Real Estate and Personal Property Taxes Paid

  • State or Local Sales Taxes Paid

  • Unreimbursed Employment-Related Expenses

  • Job-Related Educational Expenses

  • Tuition and Education Fees - Form 1098-T

  • Student Loan Interest - Form 1098-E

  • Foreign Taxes Paid

 
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