What Should I Prepare for Filing 2023 US Taxes in 2024?
The 2024 tax filing season is approaching. If you have the obligation of filing a 2023 tax return, it is advisable to start preparing your 2023 tax documents. If you have the following supporting documents, please collect and provide them to your accountant as soon as possible:
- Forms W-2 from your US employers.
- Forms 1099 from banks, securities and other financial institutions or payers.
- Income from outside the US, like Taiwan income tax return or capital gain from investment.
- US expenses, like US tuition Form 1098T or house mortgage interest.
- Donating or receiving gift, such as inheritance, stock, or money.
- Form 1095-A from the US insurance company.
- If you are required to report FBAR, you need to collect information of financial accounts located outside the United States like banks securities, insurance, or funds.
USCPA Sophie Luo (羅霞) reminds you that the US tax filing deadline is April 15. Please prepare your 2023 U.S. tax documents early and file on time to avoid penalties and interest.
If you have any questions or need any further help,
please contact us at the USCPA Sophie Luo (羅霞) +886 980919600
or Email: ustaxproservice@gmail.com
Also welcome to visit our website: https://www.ustaxproservice.com