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Form 1099-K for Santa Clara California: What You Should Know

Thank you! Covered California Santa Clara County Taxpayers Association (STCA) β€œAn organization representing taxpayers and professionals concerned with the provision of quality administration, education and programs for those taxpayers who are in need of help in preparing their tax returns.” We are looking for a qualified individual to act as our Treasurer. For more info please contact us. What is Required for the Tax Return? 1. Current tax return. 2. Current personal tax and mortgage exemption information. 3. Current personal exemptions. 4. Current Form W-2 from job or business. 5. Current 1099 from non-wage paying, non-eligible employer activity. 6. Current Form 1040 for individual taxpayer and/or spouse. 7. Current form 1099 for business. The 1099 is for self-employment only. (Self employment includes both the paying of wages and the income from self-employment ventures) 8. Current Federal Social Security Numbers. 9. Current State tax identification numbers (SSNs). 10. Copy of your income tax form(s) for the past 3 years. 11. Copy of your federal income tax return, if applicable. 12. Copy of all previous year tax return. 13. All copies of all previous tax returns from the past 9 years (the most recent tax returns) 14. Copy of W-2 or 1099 form(s). 15. All of your current and any past employer reports. Do your tax returns look like this? Here's an average tax return for someone in the average income category: It's very common to leave off deductions, for example; The tax return is very likely to look like this, with most of the income going to taxes and not your personal expenses. Where do we find the info? It is easy. You fill in the form, print it off and make copies. Then just send it in to my office in Santa Clara. If you have any questions please email me at mkellysacccounties.com.

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