GENERAL DOCUMENTS

  • VALID STATE IDENTIFICATION FOR BOTH TAXPAYER & SPOUSE
  • SOCIAL SECURITY CARDS FOR TAXPAYER, SPOUSE & DEPENDENTS
  • BIRTH CERTIFICATES FOR ALL DEPENEDENTS
  • PROOF OF RESIDENCY FOR ALL DEPENDENTS
    • SOMETHING WITH YOUR ADDRESS AND THE DEPENDEDNTS NAME
  • BANK ROUTING & ACCOUNT NUMBERS FOR DIRECT DEPOSIT OF REFUNDS
  • LETTER 6475
    • SUMMARY OF WHAT WAS RECEIVED FOR THE 3RD STIMULUS ($1400 PER PERSON)
  • LETTER 6419
    • SUMMARY OF THE AMOUNT OF ADVANCE CHILD TAX CREDIT RECEIVED DURING 2021
  • DID WE DO YOUR RETURN LAST YEAR?
    • IF NO BRING YOUR PREVIOUS YEAR RETURN

INCOME DOCUMENTS

  • W-2
    • FINAL PAYSTUB RECOMMENDED
  • W-G (GAMBLING WININGS)
  • 1099-R (RETIRMENT INCOME)
  • 1099-NEC / MISC
  • 1099-B, 1099-INT, 1099-DIV (BROKERAGE, INTREST, DIVIDENDS)
  • 1099-S (SALE OF A HOME PERSONAL OR INVESTMENT PROPERTY)
  • 1099-G (UNEMPLOYMENT INCOME)

HEALTHCARE

  • DID YOU RECEIVE YOUR HEALTH INSURANCE THROUGH THE MARKETPLACE?
    • IF SO, YOU WILL NEED A FORM 1095-A
    • IF NOT, NO ADDITIONAL DOCUMENTS ARE NEEDED

COLLEGE (CURRENT STUDENTS 2021)

  • ANY MEMBER OF THE HOUSEHOLD IN COLLEGE?
    • YES (FORMS NEEDED)
      • 1098-T
      • ACCOUNT TRANSACTION HISTORY DATED 1-1-21 TO 12-31-21
      • RECEIPTS & AMOUNTS FOR QUALIFIED COURSE RELATED EXPENSES

COLLEGE (PAYING STUDENT LOANS)

  • FORM 1098-E (INTEREST PAID ON STUDENT LOANS

DEPENDENT / CHILD CARE?

  • TOTAL PAID PER DEPENDENT
  • PROVIDER’S
    • NAME, ADDRESS, & TAX ID NUMBER (SOCIAL OR EIN)

DEDUCTIONS

  • CHARITABLE CONTRIBUTIONS
  • MEDICAL EXPENSES INCLUDING MILEAGE

OTHER

  • ENERGY EFFICIENT PROPERTY
    • SOLAR, WIND, GEOTHERMAL
    • PURCHASE AND INSTALL DATE