Hello Richard,

Happy New Year from the team at SKP!

The new year marks the start of gathering the necessary records for your individual tax return. These records can include:

• Forms W-2 from your employer(s)
• Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan
• Form 1099-K, 1099-MISC, W-2 or other income statement if you worked in the  gig economy
• Form 1099-INT if you were paid interest
• Other income documents and records of virtual currency transactions
• Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance Premium Tax Credits for Marketplace coverage

Our year-end tax letter will be mailed to you this week with more details. Please contact us with questions regarding your specific situation.

Thank you.

Rich Pavano, CPA