Medallion Financial Resources

Financial Forms

Form W-2

Wage and Tax Statement.

Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Form W-4

Employee's Withholding Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Form W-7

Application for IRS Individual Taxpayer Identification Number.

Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.

Form W-9

Request for Taxpayer Identification Number (TIN) and Certification Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

Form 941

Employer's Quarterly Federal Tax Return.

Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

Form 1040

US Individual Income Tax Return Annual income tax return filed by citizens or residents of the United States.

Form 1040-ES

Estimated Tax for Individuals Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.

Form 4506-T

Request for Transcript of Tax Return

Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

Form 9465

Installment Agreement Request

Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).

Form SS-4

Application for Employer Identification Number (EIN)

Use this form to apply for an employer identification number (EIN).

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Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.



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