Change in Address

Send new address including zip code

Changes in Family Status

If a child is added to the tax return please send:
Photocopy of Social Security Card
Photocopy of certificate of citizenship or Consular Report of Birth Abroad

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

1. Shuma
2. Profit / Loss Statement
3. Depreciation Statement
4. 1301 Report
5. Tax pre-payments

Corporation / Partnership

1. Finalized Financial Reports
2. Date Established
3. Purpose of Entity
4. % of Ownership
5. # of Stocks issued
6. Stock price
7. Information on additional US shareholders
8. Dividends distributed and taxes paid

Rental Income

Previously Reported Property

1. Yearly income and expenses including maintenance, insurance, mortgage interest, renovations)
2. Income Taxes paid

New Property

1. List of Owners
2. Address
3. Purchase Date
4. Purchase Price (including real estate agent fee, lawyer fees, renovations)
5. Income Taxes paid
6. Yearly income and expenses including maintenance, insurance, mortgage interest, renovations)

Israeli Mutual Funds

Detailed Mutual Fund Bank Report as of 31/12/20 and 31/12/19 that includes:

1. Name of Mutual Fund
2. Quantity
3. Cost
4. End of Year Value

Inheritance

From whom was the inheritance?
Was the person a US citizen?
What was the inheritance?
What was the value?

Gift

From whom was the inheritance?
Was the person a US citizen?
What was the gift?
What was the value?

Sale of a Property

1. List of Owners
2. Address
3. Sale Date
4. Sale Price (including real estate agent fee, lawyer fees, renovations, fees associated with sale)
5. Income Taxes paid
6. Years you lived in the dwelling

Accredited University Credit

1. Name of Institution
2. Name of Student
3. Amount paid for tuition in 2020
4. 1098-T form signed by Institution

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