Tax Resources

We’ve put this library of resources together to help you prepare for your next steps.

Financial Calculators

1099 Reporting Documents

If you are a schedule C or E filer and you are required to complete 1099’s please review links below. If you need to order 1099 and 1096 forms please go to: https://www.irs.gov/forms-instructions

2022 1099 NEC Pricing and Info (PDF)
Form W-9 (Rev. March 2024) (PDF)
1099 NEC Filing Fact Sheet (PDF)
Independent Contractor vs Employee (PDF)

Track Your Refund

Due Diligence Forms

You may qualify for additional tax credits. Please review and complete all due diligence forms that may apply to you.

DD Child Tax Credit Certification (PDF)
- DD Child Tax Credit Signable Form (PDF)
DD Earned Income Credit (PDF)
DD Head of Household Status Certification (PDF)
- DD Head of Household Status Signable Form (PDF)
- Worksheet for Determining Support (PDF)
DD Higher Education Tax Credit Certification (PDF)
DD Self Employment Questionnaire (PDF)
- DD Self Employment Signable Form (PDF)
Form 8832 Explanation (PDF)
Form 8332 (Rev. October 2018) (PDF)

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