UPDATES for the 2021 Tax Season

Due to the surge in Covid cases, there will be no in-person appointments this tax season.  Please mail or drop off your tax documents to the Massapequa Park office (side door entrance).

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Driver's License information is required for most state returns.  You may include this information on the Client Contact Sheet or send a copy in with your tax documents.

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UNEMPLOYMENT

Be sure to include all documents such as unemployment (Form 1099-G).

Form 1099-G can be downloaded from the state website in which you go to certify your weekly benefits (labor.ny.gov/signin)

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ADVANCE CHILD TAX CREDIT ~ IRS Letter 6419

In January 2022, the IRS will send you Letter 6419 to provide the total amount of advance Child Tax Credit payments that were disbursed to you during 2021. Please keep this letter regarding your advance Child Tax Credit payments with your tax records. This information will be needed when you file your 2021 tax return.

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Coronavirus-Related Relief Distributions in 2020

If you took out a distribution in 2020 under the Coronavirus-Related Relief Distribution, please remember that you will need to pay the taxes on that money on this year's and next year's income tax return.  This will impact your income tax return.