Remote Tax Preparation Services

If you live outside of Massachusetts, GenerationTax can service your tax needs thru the mail or via email. We will provide you with a cost estimate prior to completing your tax returns. In most instances, your tax returns will be completed within 48 hours after we receive your tax documents. As always, you will receive our close personal attention to ensure you get all the deductions and credits you are entitled to. We will call you upon completing your returns to discuss the results and answer any question you may have. You will also receive free audit assistance in the unlikely event your tax returns are ever questioned by the IRS or state tax authorities.

After you’ve spoken with us (617-338-2210) and once you’ve received all your official 2022 tax documents, please send the following:

• If you are a new client, please send copies of your 2021 federal and state tax returns.
• Please provide a copy of your driver license and a copy of your spouse’s driver’s license if you’re married.
• Please prepare a cover page with your current address, day and evening phone numbers, your email address, your occupation, your social security number and your date of birth. If you’re married, please indicate your spouse’s legal name (as listed on social security card), occupation, your social security number and date of birth. If you have children, please provide each child’s legal name, date of birth and social security number. On the cover page, kindly indicate the states you lived in during 2022 along with the dates you lived in each state.
• Please summarize your itemized deductions including: medical expenses, auto excise tax, tax preparation fees, custodial fees, financial planning fees, interest on mortgages and home equity loans (include 1098 forms), mortgage insurance premiums, real estate taxes, casualty and theft losses, investment related subscriptions, uniforms, cash and non-cash charitable donations (provide receipts for non-cash donations), safe deposit box fees and unreimbursed job related expenses such as job seeking expenses, cell phone charges, tools, luggage, online fees, trade journals, travel, meals and entertainment.
• Send all your applicable W-2 forms, 1099 forms, interest income, dividend income, K-1 forms, pension or IRA distributions forms, brokerage account forms and student loan interest forms.
• If you converted a Traditional IRA to a Roth IRA, please indicate the amount of any applicable after-tax Traditional IRA contributions you made over the years.
• If you paid for dependent care expense, please provide each providers name, address, federal identification number or social security number and the amount paid to each provider. We will also need the names of each child that was cared for and the total amount paid in childcare expenses for each child. If you have a nanny and use a nanny tax service to handle the employment taxes, please send your completed Schedule H.
• If you were self-employed during 2022, please prepare a simple ONE page income statement which summarizes your gross self-employment income during 2022 and your applicable expenses categorized and summarized by the type of expense (i.e. advertising, equipment, supplies, etc).

• If you owned rental property during 2022, please prepare a simple ONE page income statement showing the gross rental income you received during 2022 and your applicable expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc). We’ll also need to know when you started renting the property and how much you originally paid for the property less the value of the land on the purchase date and the FMV of the property less the value of the land on the date you began renting the property. Please also provide the total number of days the property was rented in 2022 and the total number of days you personally used the property in 2022.

• If you are deducting a portion of your home for business use, please calculate the square footage of the area used for business. In addition, we will need to know the date you began using the space for business, how much you originally paid for the property and a summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc), major home improvements and direct office expenses (repairs, business phone, etc).
• If you live in Massachusetts, please summarize the rent you paid during 2022 and your landlord's name and address.

• Please summarize your moving expenses. You can only deduct the cost to move your household goods, storage and the one-time trip to make the final move to your new location.
• If you qualify to deduct your graduate school expenses, please summarize on your cover page, how much you PAID in tuition and books during 2022. Note: amounts paid for tuition may include loans credited to the University DURING 2022. If applicable, please indicate how much you received in scholarships or fellowships DURING 2022. Please send Form 1098T (Tuition Statement) and all your actual tuition billing statements for 2022. You can also summarize the amounts you paid for computers and peripherals you purchased for school during 2022. Note: Form 1098T (Tuition Statement) represents tuition BILLED during 2022. This is NOT always the number we use. You can only deduct the amount of qualified tuition PAID during 2022. Please summarize the amount of any tuition which was reimbursed by your employer. Finally, kindly provide a copy of your most recent resume.

• If you did not live outside the United States in 2022 and you had foreign financial assets (i.e. bank accounts, brokerage accounts, foreign partnerships, etc.) where the total value of your foreign assets was more than $50,000 ($100,000 if married) on the last day of the tax year or more than $75,000 ($150,000 married) at any time during 2021 you will need to complete and provide Form 8938. If applicable, please see http://www.irs.gov/pub/irs-pdf/f8938.pdf and http://www.irs.gov/pub/irs-pdf/i8938.pdf for more details.
• If you lived abroad during 2022, please click here.
• If you are a foreign national on a F-1 or J-1 Visa, please summarize the following information on your cover page:
  
  
  1. Your permanent address where you are a citizen.
  2. Your F-1 / J-1 VISA number.
  3. The actual dates entered / left the United States in 2022.
  4. The number of days you were in the United States for the following years: 2020, 2021 and 2022

• Please send a cancelled check for direct deposit and wiring information.
• If you made any estimated tax payments for 2022, please indicate on your cover page the date paid and amount paid of all federal and state estimated tax payments.

• Finally, please include any other official tax documents you received not mentioned above.

Please mail your documents to our Boston address below. We will contact you promptly after we receive them. Feel free to contact us anytime at 617-338-2210 to discuss the preparation of your 2022 tax returns.

Important Note: If you use FedEx, DHL, UPS, etc., please waive the signature requirement to confirm receipt as it will delay delivery of your documents. Thank You.

GenerationTax Corporation
20 Park Plaza, Suite 441
Boston, MA 02116