Ephraim Financial Service

🚨🚨 IMPORTANT TAX INFO 🚨🚨

Alright guys! As many of you may know the IRS has begun accepting tax returns. If you have already filed your taxes you will be able to check the status of your return beginning tomorrow.

On February 15th the Paths Act will be lifted. Even though you may have previously filed your return and it may have been accepted you will not see a refund date until after February 15th if you have EIC (Earned Income Credit) and Additional Child Tax Credit.

To file your taxes, you will need the following information and documents:

📌 Personal Information:
- Driver’s license/state issued I. D. Card and Social Security Card (or taxpayer identification number).

📌 Income Information:
- W-2 forms from your employer(s) showing your earned income.
- 1099 forms for any additional income, such as freelance work, rental income, or investment earnings.
- Documentation of any other sources of income, such as unemployment benefits or Social Security payments.

📌 Deduction and Credit Information:
- Receipts or documentation for any eligible deductions or credits, such as mortgage interest, student loan interest, medical expenses, or charitable contributions.
- Form 1098-T for educational expenses, if applicable.
- Records of any business expenses if you are self-employed.
- Childcare expenses

📌 Health Insurance Information:
- Form 1095-A, B, or C, which provides information about your health insurance coverage.

📌 Bank Account Information:
- If you are requesting a direct deposit of your tax refund, you will need your bank account number and routing number.

🗣️🗣️ It's important to note that the specific documents and information you need may vary depending on your individual circumstances and the tax forms you are required to file. It's always a good idea to consult with a tax professional or use tax software to ensure you have all the necessary documents and information to file your taxes ACCURATELY!

Need Assistance? Call today to schedule an appointment

📱 352-900-7242 (in office and virtual appointments are available)

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If you have all of your tax documents and are ready to file feel free to give us a call to schedule your in person or virtual appointment today.

📞 352-900-7242

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