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Patient Intake PATIENT NAME: SEX: SOCIAL SECURITY #:DATE OF BIRTH:MAILING ADDRESS:AGE:CITY:STATE:ZIP:EMAIL ADDRESS: HOME PHONE #:CELL PHONE #:WORK PHONE #:EMPLOYER: OCCUPATION: NUMBER OF BIOLOGICAL
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1. W-2 Form - Wage and Tax Statement 2. 1099-MISC - Miscellaneous Income 3. 1040 - Individual Income Tax Return 4. 941 - Employer's Quarterly Federal Tax Return 5. 1065 - Partnership Return 6. 990 - Return of Organization Exempt From Income Tax 7. 1098 - Mortgage Interest Statement 8. 1040-X - Amended U.S. Individual Income Tax Return 9. 1099-INT - Interest Income 10. 5500 - Annual Return/Report of Employee Benefit Plan
1. Employers must file W-2 forms for employees. 2. Independent contractors must file 1099-MISC if paid over $600. 3. Individuals must file a 1040 if their income exceeds the filing threshold. 4. Employers must file 941 if they pay wages subject to employment tax. 5. Partnerships must file 1065 to report income, gains, losses, and deductions. 6. Non-profits must file 990 to report their activities. 7. Lenders must file 1098 for mortgage interest paid. 8. Individuals must file 1040-X if amending a previous return. 9. Banks must file 1099-INT to report interest payments to individuals. 10. Employers must file 5500 for employee benefit plans.
1. W-2 Form: Complete employee details, employer details, wages, and withholdings. 2. 1099-MISC: List payee details, amount paid, and type of income. 3. 1040: Fill out personal information, income details, deductions, and tax calculations. 4. 941: Report total wages paid, tax withheld, and tax due. 5. 1065: List partnership income, expenses, and partner details. 6. 990: Report organization’s financial details and activities. 7. 1098: Enter borrower’s information and mortgage interest amount. 8. 1040-X: Indicate original details, changes, and explain reasons for amendment. 9. 1099-INT: Report interest recipient details and amount of interest paid. 10. 5500: Disclose plan details, financials, and compliance information.
1. W-2 Form: Reports employee wages and tax withholding to the IRS. 2. 1099-MISC: Reports miscellaneous income to non-employees. 3. 1040: Used for individual income tax filing. 4. 941: Used to report payroll taxes withheld. 5. 1065: Reports partnership income and activities. 6. 990: Provides transparency for non-profit organizations. 7. 1098: Reports interest paid on a mortgage for tax deductions. 8. 1040-X: Allows for corrections to previously filed 1040 forms. 9. 1099-INT: Reports interest income received by individuals. 10. 5500: Ensures regulatory compliance for employee benefit plans.
1. W-2 Form: Employee's Social Security number, wages, tax withheld. 2. 1099-MISC: Payee's name, TIN, amount paid. 3. 1040: Personal information, income, deductions. 4. 941: Total taxes owed, employee wages, taxable income. 5. 1065: Partnership income, deductible expenses, partner’s share of income. 6. 990: Financial information, program accomplishments, governance. 7. 1098: Borrower's name, address, amount of interest paid. 8. 1040-X: Original and amended amounts, explanation of changes. 9. 1099-INT: Recipient's name, TIN, total interest paid. 10. 5500: Financial statements, participant demographics, plan operations.
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