Reporting Checklist
Item |
Documents or Information Required |
---|---|
Change in Address |
Send new address including zip code |
Changes in Family Status |
If a child is added to the tax return please send:
|
Tofes 106 |
The 106 from all places of employment |
Tofes 867 |
Tax report for all bank accounts |
Pension / Stipend |
Tofes 106 |
Unemployment |
Bituach Leumi report including any taxes deducted |
Maternity |
Bituach Leumi report including any taxes deducted |
Withdrawals from Pension/Gemel/Hishtalmut/Insurance account |
Documentation reflecting withdrawal and taxes paid |
Self-Employment |
|
Corporation / Partnership |
|
Rental Income |
Previously Reported Property
New Property
|
Israeli Mutual Funds |
Detailed Mutual Fund Bank Report as of 31/12/20 and 31/12/19 that includes:
|
Inheritance |
From whom was the inheritance? |
Gift |
From whom was the inheritance? |
Sale of a Property |
|
Accredited University Credit |
|
Tax Payments Made to the US Treasury |
For each payment made in 2020 and 2021, the date and amount paid |
Other Income |
Documentation on any other income not listed above |
Income Received from the US |
|
Social Security Benefits |
End of Year Social Security Statement |
W-2 |
Annual Income Summary received from Employer |
1099 INT |
Interest Income reported by Banks and Financial Institutions |
1099 DIV |
Dividend Income reported by Banks and Financial Institutions |
1099 MISC |
Non-employee compensation, rent, misc. |
1099-B |
Sale of Stock |
1099-S |
Sale of Real Estate |
1099-R |
Retirement or Pension Distributions reported by Financial Institutions |
1099-G |
State Refunds |
1098-T |
Tuition and fees paid to a University / College |
1098 |
Mortgage Interest, Points & Property taxes paid |
K-1 |
Issued by S-Corporation, LLC, and Partnerships to a member, Trusts & Estates |
Escrow / HUD-1 |
Issued when purchasing or selling real estate |
1042-S / 8805 |
Foreign Person’s U.S. Source Income that is Subject to Withholding Taxes |