Below are the most common forms often forgotten when filing taxes. Each description includes a contact number, link, and/or PDF file to help you retrieve the necessary documents. For further assistance, you can contact us at 305-505-2122 or email mark@otm-taxes.com.

State of Florida Unemployment Tax Form (1099-G)

The 1099-G is issued in January for the purpose of filing your taxes. It details the amount of benefits paid to you during a specific year and any amounts withheld and paid to the IRS. These forms are available by January 31st for the prior tax year. To retrieve your 1099-G, click HERE.

Missing IRS PIN

If you cannot find or never received your IRS PIN, use the link below to visit the IRS website for assistance. If you’re unable to retrieve your IP PIN online, call 800-908-4490 for specialized assistance, Monday – Friday, 7 a.m. – 7 p.m. your local time (Alaska & Hawaii follow Pacific Time). An assistor will verify your identity and mail your IP PIN to your address of record within 21 days. Click HERE.

Missing Mortgage Interest Form (1098)

Mortgage interest paid is provided by your financial institution, which you make monthly payments to. Form 1098 is typically mailed to you by the first or second week of February. You can also download the form from your financial institution’s website when it becomes available.

Note: If you changed lenders during the year, you would need two separate 1098 forms, one from each lender. This usually happens when you refinance with a different bank or if your current bank sells your mortgage to another bank.

EIN Verification Letter from the IRS

If you have lost your EIN Verification Letter from the Department of Treasury, you can request a new one. Call the IRS Business & Specialty Tax Line toll-free at 1-800-829-4933 between 7 a.m. and 7 p.m. in your local time zone. Request a 147c letter when you speak with an agent on the phone.

If you need any further assistance, don’t hesitate to contact us at 305-505-2122 or email mark@otm-taxes.com.