June 3rd

Nice Form

100

Acquisition or Abandonment of Secured Property

1099-A

200

Request a Win/Loss for this

W2-G

300

Self-Employed Income for 2019 and Prior 

1099-Misc 

400

Patronage received

1099-PATR

500

Fines and Penalties Paid

1098-F

Don't Reject Me Senpai

100

A client may get rejected for not giving us this six digit number that protects their identity

IP PIN 

200

Rejected because it's a duplicate of an already filed return. I should probably check this transcript to see if they filed

Account Transcript

300

Rejected because the client already filed, but the client says they didn't! They say their identity was stolen so we'll need them to fill out on of these

Identity Theft Affidavit (Form 14039)

400

Rejected due to Form 8962, Premium Tax Credit. We'll need this form from the client to prep it

1095-A 

500

E-File Rejected for Form 5405. They must have bought a house in 2008-2010 and got this credit

First Time Homebuyer Credit

It Depends...

100

Its great having a kid, every year I get this tax credit

Child Tax Credit (CTC) 

200

I'm sure my son is my dependent because he lived with me at least this long 

Six Months

300

I lived with my Grandma and took care of her all year and got paid for it. Now I'm receiving a W-2 for this type of service

IHSS

400

My daughter's nanny is expensive! At least I get this credit for the cost.

Child and Dependent Care Credit (Form 2441)

500

If you got ACTC (Advanced Child Tax Credit) in 2021, you probably got this letter

Letter 6419

Don't Stress, Invest

100

I sold my stocks after one year exactly. I should get this capital gains tax rate

Short Term 

200

I have investments in Canada, now I'm paying taxes there! I'll have to file this schedule for Foreign Taxes on my Tax Return to get credit back

Foreign Tax Credit (Form 1116)

300

If you sell stocks, but buy the same stock within 30 days, it is this type of sale

Wash Sale 

400

My job comes with stock options! Awesome, I better check for one of these my W-2 box 14 (There's two)

RSU - Restricted Stock Unit

ISO - Incentive Stock Options

500

Professional Traders file a 475(f) to take this election 

Marked To Market Election