Tax Forms and required  information needed for your refund application

Please prepare the following forms to streamline your request for the coming year (parents who did not file a tax return in previous years, please prepare these forms also for the years 2014 and/or 2015).

 Personal Information:

1. Personal and Family names for each family members as listed on your Social Security Card.
2. SSN for each family member
3. Date of Birth for each family member
4. Mailing address to which the refund will be sent (if you have a U.S. bank account and prefer a direct deposit to that account please include the account details: Routing number & account number).
5. Relevant contact information for ongoing communications – phone and email.

 Income Information:

1. 106 forms – if you were employed throughout the year (in the case you were self employed please send us your Israeli annual tax statements).
2. W2 or 1099 Miscellaneous – If you were employed in the U.S. please prepare a W2.
3. 867 Form – If you have an investment account in Israel (detailing income from this account, including: interest, dividends and capital gain).
4. 1099 Form– If you own an investment account in the U.S.
5. Rental income – If you own rental property in the U.S. or Israel, please mention this to your Virtue Tax Group representative and he will guide you appropriately.
6. K-1 – If you have income from a partnership.
7. If you have any other income that was not mentioned in the list above, please mention it to your Virtue Tax Group representative and he will guide you appropriately.

Please note: According to the law, in the event that you didn’t claim the Additional Child Tax Credit in previous years the IRS allows you to make retroactive submission for the past three years (in the current stage, for years 2014-2016).

Please fax all relevant document to 077-4448773 or scan the documents and email them to info@virtuetax.com with the relevant contact information included (please do not send photos or photocopies of the documents).