|
|
|
|
|
|
-
Social Security numbers
(spouse and all dependants)
-
Income records
(Form W-2)
-
Business and/or Miscellaneous income
(Form 1099-MISC)
-
Pensions & annuities info
(Form 1099-R)
-
Social Security/RR1 benefits
(Form RRB-1099)
-
State & Local income tax refunds
(Form 1099-G)
-
Sale of home or other real estate
(Form 1099-S)
-
Child care expenses
(Tax I.D. or Social Security number)
-
Interest income statements
(Form 1099-INT & 1099-OID)
|
-
Retirement plan distribution
(Form 1099-R)
-
Mortgage interest
(Form 1098)
-
Dividend income
(Form 1099-DIV)
-
Real estate taxes paid
-
Auto loans and leases
-
Student loan interest paid
-
Rent paid
-
Charitable contributions
-
Adoption expenses
-
Job-hunting/job-training expenses
-
Medical savings accounts
-
Partnership SE income
(Schedules K-1)
|
-
File your tax related documents in a SentrySafe
|
|
|
|
|
|
|
 |
|
DEAR SENTRY SAFE,
We recently had a fire in our business and your safe is the only thing that was left when it was over.
Read More Stories
|
|
|
|
|