Avoid Tax Return Processing Delays
Here is a list of the items to that you will need to have your 2021 tax returns processed efficiently and accurately. Original form(s) W-2 Original form(s) 1099R (pensions/retirement documents) All 1099s – interest and dividend (brokerage) statements (include any 1099s for dependents) Social Security Statements (forms SSA-1099 or RRB-1099) 1099G – New York State …