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INDIVIDUAL MARRIED (NOT DEPENDENT)

couple working together
This category applies to married clients who do not have dependants (dependants). Documents to be submitted for your tax return:
  • Copy of Social Security or ITIN.

  • Identification document (License/Passport), 

  • 1095A or B or C Medical payment report form. 

  • W2 or the 1099 MISC

  • 1098 if he studies.

  • 1098 Mortgage (reporting of property interests).

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