Document Upload

Upload Instructions

We may request additional documents as needed before we can file your tax return, but here are most of the ones we will need. Please upload them via the link at the bottom of the page.

Tax Returns:

  • Prior-year tax return if you used a different tax preparer
  • Date and amount of any estimated tax payment

Income:

  • Form W-2 (wages)
  • Form W-2G (gambling winnings)
  • 1099-R (Retirement income)
  • SSA-1099 (Social Security)
  • 1099-NEC (independent contractor income)
  • 1099-MISC (miscellaneous income)
  • 1099-INT (interest income)
  • 1099-K (3rd party payments)
  • 1099-DIV (Dividend Income)
  • 1099-Composite (Brokerage Statement)
  • 1099-S (Sale of Home)
  • 1099-DA (Digital Asset Sale)
  • Form 8949 with all crypto sale information
  • Schedule K-1 (partnership income)

Expenses:

  • 1098-T (Education Expenses)
  • 1098 Mortgage Interest
  • 1098-E (Student Loan Interest)
  •  Charitable Contribution Documentation
Organizers:
 
  • Please email ewan@morkelfinancial.com for templates of the following organizers
  • Business Tax Organizer
  • Rental Property Tax Organizer
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