The PVA Process
Step 3
Snap Your Docs
Take a readable pictures of your tax documents to automatically upload into your account. This feature ensures that you never lose your documents in case of an audit or clerical error. Your data will be secure and preserved just in case you need it. You may have several tax documents. Here is a partial list of common tax documents:
Tax Documents You May Have
- W-2’s
- Estimated Taxes Paid
- Rental Income and Expenses
- Self-Employment Income and Expenses
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Sale of a Personal Residence
- Sale of any Business Assets
- Pension Income (1099-R)
- State Income Tax Refund (1099-G)
- IRA or 401(k) Distribution (1099-R)
- Stock Sales (1099-B or Broker Statement)
- Unemployment Compensation (1099-G)
- Miscellaneous Income (1099-MISC)
- Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
- Gambling or Lottery Winnings (W-2G for some winnings)
- Health Insurance Marketplace Statement (Form 1095-A)
