TriuneTax
Emailinfo@triunetax.com
Location1652 State Rt 104, Ontario NY 14519
IRS & STATE TAX FILING

Personal Tax Return
(Form 1040)

Please review the checklist below and send the required documents to us at the email address provided. Our tax professionals will take care of the rest.

We currently accept documents via email.

Required Documents Checklist

Review each section and gather the documents that apply to your situation.

Personal Information

Please provide the following personal information.

  • Full Name
  • Date of Birth
  • Social Security Number
  • Email Address
  • Phone Number
  • Current Address
  • Marital Status
  • Filing Status

Income Documents Required

Please provide all applicable income documents.

  • W-2 Forms (Salary Income)
  • 1099 Forms (Contract / Freelance Income)
  • Rental Property Income (Statements / Details)
  • Bank Interest Income (Interest Statements)
  • Capital Gains (Stocks / Crypto / Assets / Trading)
  • K-1 Business Income (Partnership / S-Corp Income)
  • Schedule C Income (Self Employed Income)
  • 1099-R Retirement Income (Retirement Benefits)

Credits & Deductions

Provide documents that help reduce your tax liability.

  • Home Mortgage Interest (Form 1098)
  • College Tuition Fees (Form 1098-T)
  • Charitable Donations (Receipts from Registered Organizations)

Additional Information

Share any additional information that may help us prepare your tax return.

  • Any additional income sources
  • Business expenses and receipts
  • Other relevant financial information

Foreign Bank Account Reporting (FBAR)

If you have foreign bank accounts or foreign financial assets, please provide the following.

  • FBAR Information (if applicable)
  • Foreign Bank Account Statements
  • Details of Foreign Financial Assets

Previous Tax Returns

If you are a new client, please provide your previous year's tax returns.

  • Previous Year Federal Tax Return
  • Previous Year State Tax Return

Important Notes

  • Email all supporting documents to taxes@triunetax.com.
  • Ensure documents are clear and readable.
  • Include your full name in every email.
  • New clients must provide last year's tax return.
  • We will contact you if additional information is required.

Need Help Preparing Your Documents?

If you're unsure which documents are required, our tax professionals are here to help.