Personal and Family Tax Filing Required Documents Checklist
To file taxes, please provide a U.S. driver’s license, ID card, or foreign passport. For married couples filing jointly, please provide identification for both spouses.
报税需要美国驾照、身份证或者外国护照，夫妻共同报税的客人，请提供双方证件
Required Tax Documents
所需税务文件
Wage Income (Form W-2)
工资收入 (Form W-2)
Self-Employment Income (Form 1099-MISC)
自营业收入 (Form 1099-MISC)
Interest Income (Form 1099-INT)
利息收入 (Form 1099-INT)
Dividend Income (Form 1099-DIV)
股息收入 (Form 1099-DIV)
Health Insurance (Form 1095)
健康保险 (Form 1095)
Stock Sale Details (Form 1099-B)
股票买卖明细 (Form 1099-B)
Retirement Account Income (Form 1099-R)
退休账户收入 (Form 1099-R)
Social Security Income (SSA-1099)
社会安全金收入 (SSA-1099)
Real Estate Sale Income (Escrow Statement)
房地产买卖收入 (过户结算单)
Rental Income and Expenses
房屋出租收入及费用
Sole Proprietor Income and Expenses
个体公司收入及费用
Form K-1 from Partnership, S-Corporation, or Trust
合伙企业、S型公司或信托的K-1表格
Unemployment Income (Form 1099-G)
失业金 (Form 1099-G)
Mortgage Interest (Form 1098)
房屋贷款利息 (Form 1098)
Property Taxes
房地产税
Medical Expenses (including prescriptions, insurance, doctor visits, and travel costs)
医药费（包括抓药、医疗保险）及看医生费用及路程费
DMV Vehicle Registration Fees
DMV车牌照费
Charitable Donations
慈善捐款
Estimated Tax Payment Records
预付税款记录
New Home Purchase Documents (Escrow Statement)
新住宅购买资料 (过户结算单)
Cash and Non-Cash Gifts or Inheritance
现金及非现金礼物赠与或继承
Childcare Expenses (Tax ID and Address of Provider Required)
孩子托儿费（需有托儿所税号和地址）
Education Expenses for Children (Form 1098-T)
孩子的教育费用 (Form 1098-T)
Children’s Report Cards
孩子的学校成绩单
Other Tax-Related Documents
其他和税务相关资料
Do you receive payments in cash, Bitcoin, WeChat, or other forms? Is it income? If so, provide the amount.
是否有现金、比特币、微信及其它的收款方式？是否是收入？如果是收入，请提供金额。
Do you own or trade Bitcoin or other digital currencies?
是否持有或买卖比特币等电子货币
Did you receive Child Tax Credit (Form 6475)?
是否收到儿童津贴领取资格 (Form 6475表格)
Did you purchase Obamacare? If so, provide Form 1095-A.
你是否购买欧巴保险，如果有的话，请提供1095A表格。
If you have overseas assets, please provide:
如果您有海外资产，请提供：
Foreign bank account information, investments, retirement, and insurance account details (monthly statements)
外国银行账户信息、投资、退休及保险账户详情（每月对账单）
Ownership or trading of Bitcoin or other digital currencies
持有或买卖比特币等电子货币的信息
Foreign income (wages, interest, dividends, rental income, etc.)
海外收入（工资、利息、分红、房屋出租等）
Foreign company tax returns
外国公司的税表
Foreign individual tax return (tax payment) documents
国外个人报税（缴税）资料
For New Clients, Please Provide:
对于新客户，请提供：
Social Security numbers and birth dates for you and your family members
您和您家庭成员的社会安全号码及出生日期
Previous year’s tax return
前一年度的税表
If you are a new immigrant, recently received a green card, or are unsure about your tax status in the U.S., provide the dates of your U.S. entry and exit for the past three years.
如果您是新移民，最近获得绿卡，或不确定您在美国的报税身份，请提供您过去三年进出美国的日期。
何先生报税服务
MR. HE TAX SERVICE
808.909.2178
808.450.7800
1325 NUUANU AVE STE 208 HONOLULU HI 96817
The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on your taxes, your investments, the law or any other business and professional matters that affect you and/or your business.
