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File your tax now with trusted partner for years! eZ US Tax Service is here to help make life simple.

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eZ 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 (applies commonly to Infosys, TCS and other clients)
 
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