What is the top two forms your clients always forget and you have to call and remind them !!??

[BTS]

Ours is the 1099-SA and 1099-INT's.   With the 1099-SA being number one.   Close third is the year end investment forms (1099-DIV, 1099B's).  With those, clients seem to forget to bring us "ALL" pages of those statements.  Always just the page showing showing interest and dividends.  Always missing the 1099B part.  And its always the same clients no matter how many times you remind them.  But the 1099-SA and INT are our most.

[BulldogTom]

5498 - then you ask if they want to make an IRA contribution and they ask if they can put in more than they already have...arghh!

Tom
Longview, TX

[ILLMAS]

A check  

[Lee B]

Charitable Contribution Acknowledgement Letters

[BTS]

7 minutes ago, ILLMAS said:

A check  

We quit taking checks.   Had more bounced checks during the covid shut down then 30+ years before that.  

[Lee B]

19 minutes ago, BTS said:

We quit taking checks.   Had more bounced checks during the covid shut down then 30+ years before that.  

I haven't had a bounced check in many years

[Catherine]

Detail pages for dividends - the crucial bits, that show the foreign amount (for foreign tax credit), the federal percentage of dividends, the state breakdowns for tax-exempt interest or dividends, etc. No, I don't need or want the "preliminary" or "summary" statement that's 6 pages. I want the 28-page extravaganza that looks like boilerplate mixed with gobbledygook to the client.

And the 5498s. 

Not exactly a form, but the bursar's office printout for all college costs. 

[Yvonne]

This year everything! If the clients head wasn't attached we would have to ask for that also! LOLOL!

[JimTaxes]

1098-T

[Gail in Virginia]

1095-A.  Whether they have a subsidy on their insurance or not, I have got to have that form or the return will not go through on e-file.  Year after year, they "forget".  

[Corduroy Frog]

1098-T.  Many of the forms are scarce because the issuers want to bail out of printing them and paying postage.  When you ask the client, either he doesn't know he has them, or else you get:   "Oh yeah, I've got that right here on my phone!!"  [Scroll...Scroll...Scroll...Scroll 95 more times]  20 minutes later they hand you the phone which you can barely read.

"Can you print this out?"   "Oh no we don't have a printer anymore.  We keep everything on our phone!!!"

[GLJEANNE]

I'd go with 1099-SA, but also yes, those dividend pages.  Amazes me that the same people who will upload both sides of W2s and every other form that jst has garbage on the back, but don't upload the rest of the 1099-DIV pages.  Everything with numbers please!
And of course, that "proof" that the kids live with them.

[mcbreck]

While the PIN isn't overly common, 90% of people who got the protection pin lose the letter from the IRS and we have to paper file.

[joanmcq]

I've had a lot less of forgetting all the dividend pages since I've had my portal and more clients are getting their 1099s in PDF form.  They just upload the PDF and voila! I've got it all.

[jasdlm]

Clients always think they're doing me a 'favor' by only giving me the 'important pages'.

 

***SIgh***

[joanmcq]

I've been getting back only one or two signature forms this year.  Just got an AZ-8879 but no federal or CA.  A few days ago got NY & PA but no federal.