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Provides a permission slip for the client to give to the tax preparer, listing the documentation requested, including W-2s, IRS Form 1099, Form 5498, and Social Security 1099. Explains how these materials support tax estimation, investment recommendations, retirement projections, Social Security timing, and withholding forecasting, and specifies sending methods by email attachment, secure portal message, or Investor360.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/request-2025-tax-return-and-supporting-documents-request/301270/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/request-2025-tax-return-and-supporting-documents-request/301270.png","ImageObject",442,249,{"name":88,"@type":89},"Skyler","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When should the client ask the tax preparer to send the documents?","Question",{"text":108,"@type":109},"After the client has filed the 2025 income tax return, the client is asked to request the final return and supporting documents be sent for Weller Financial Group’s records.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which supporting documents are requested?",{"text":113,"@type":109},"The letter requests, among other items, W-2s, Tax Form 1099, Tax Form 5498, and Social Security 1099.",{"name":115,"@type":106,"acceptedAnswer":116},"What submission methods are provided to send the final documents?",{"text":117,"@type":109},"Documents can be emailed as an attachment, sent via a secure message through the client’s portal, or sent through Weller Financial Group’s Investor360 client portal.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301270,1790204693,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},2336464648746,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","P 315-524-8000 F 877-328-1183  \n [info@wellergroupllc.com](info@wellergroupllc.com)  \n 6206 Slocum Rd, Ontario, NY 14519  \n [www.wellergroupllc.com](www.wellergroupllc.com)  \nJanuary 2026  \nDear Client:  \nPlease consider requesting that your tax preparer send your final tax return and supporting documents to Weller Group for our records once you have filed your 2025 income tax return.  \nBelow is a permission slip that you can provide to your tax preparer outlining the documentation that Weller Group would like to obtain after your 2025 tax return has been filed.  \nPlease either forward this to your tax preparer by email or bring the slip with you to your tax preparation appointment.  \nProvide this bottom portion to your tax preparer  \nHow do these documents help  Weller Financial Group?  \n Approximating taxes due on withdrawals from investment accounts  \n Recommendations on investment  \ncontribution amounts based on IRS limits  \n Calculating retirement projections  \n Determining when you should apply for Social Security  \n  Projecting tax withholding on other   income, such as pension, Social   \n Security, etc.   \nREQUEST: Please provide our mutual client’s 2025 income tax return and supporting documents to Weller Financial Group for our records.  \nSUPPORTING DOCUMENTS: These may include, but are not limited to, the following:  \n• W-2’s  \n• Tax Form 1099  \n• Tax Form 5498  \n• Social Security 1099  \nMETHOD: Please send these final documents to Weller Financial Group in one of the following manners:  \n1. Email as an attachment to [i](info@wellergroupllc.com)[nfo@wellergroupllc.com](info@wellergroupllc.com)   \n2. Send a secure message through your own portal to [i](info@wellergroupllc.com)[nfo@wellergroupllc.com](info@wellergroupllc.com)   \n3. Send a secure message through Weller Financial Group’s client portal [Investor360.com](Investor360.com)  \n(call our office at 315-524-8000 if you do not have Investor360 login credentials)  \nIf you have any questions, please call Weller Financial Group at 315-524-8000.  \nClient Name Co-Client Name  \nAdvisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.","cbCaiffKY0SOrioH","https://ap.wps.com/l/cbCaiffKY0SOrioH","pdf",234314,"English","# Request details\n## Purpose and how documents help\n## Requested supporting documents\n## How to submit documents","[{\"question\":\"When should the client ask the tax preparer to send the documents?\",\"answer\":\"After the client has filed the 2025 income tax return, the client is asked to request the final return and supporting documents be sent for Weller Financial Group’s records.\"},{\"question\":\"Which supporting documents are requested?\",\"answer\":\"The letter requests, among other items, W-2s, Tax Form 1099, Tax Form 5498, and Social Security 1099.\"},{\"question\":\"What submission methods are provided to send the final documents?\",\"answer\":\"Documents can be emailed as an attachment, sent via a secure message through the client’s portal, or sent through Weller Financial Group’s Investor360 client portal.\"}]","Request 2025 Tax Return and Supporting Documents - Request | PDF",1789780554]