Your tax documents will begin to arrive by mail and via electronic links. The social security 1099’s go out in the mail between Jan. 4 and 19. W2, 1099 and 1095 forms are required to be mailed by February 2, 2026 this year. Start to compile your records and find the copy of the 2024 tax return for reference.  If nothing has changed from that return (i.e., same employers and mortgage company, etc.), you have an idea of what documents to expect. If I did your return last year, I have a copy of the work. Either way, please call for your appointment when you receive your last document. You can call sooner if you want to set something up for early mid-February.

If you buy or sell stocks or Cryptocurrency, you need to know how much you paid for each parcel or trade you sold during 2025. Your brokerage company should have that information on the 1099. If not, we will need to research the purchase cost of the stock or Crypto. Each Cryptocurrency trade will need to be entered including dates bought and sold along with the purchase and sold price.

If you had health insurance from the ACA Marketplace, you would also receive a 1095A form this year, which will report to the IRS and you the kind of health insurance you had last year and the amount of Premium tax credit that you received even if it was only one month.

I can file a 2025 return for you no matter who filed it last year. You can visit my office in Somerton (Northeast Philadelphia) for an appointment, or we can have a Zoom meeting. I am an e-file provider, so your return will be e filed the same day. Please contact me to schedule. 215 677 8413. You can also just drop off or download your documents into an e-mail. I will prepare those returns within three days of receiving the documents. Please call me before sending any documents.

I do the Federal return along with any state or local returns that are due. I also do the PA property/rent tax rebate form.