What's Needed to File Your Return
***Not all may apply to everyone *** |
FOR YEARLY FILING |
DOCUMENTATION OF AMOUNT PAID FOR CHILD CARE. Letter from company, day care provider. |
| Personal Information |
Photo ID &Social Security Card(s) For You, Spouse and Dependents; New dependent information -birth certificate and ss card info |
| Income from Jobs - W2 (s) FOR ALL JOBS WORKED |
| Gambling Winnings - W2G-Gambling winnings |
| IRA/Pension Distributions - 1099-R(s)-Distributions from retirement, annuities IRA |
| Social Security Benefits - 1099-SSA/1099-RRB, Social Security benefits slip |
Unemployment Income - 1099-G, Unemployment (download from your acct online) |
| Rental Property Income - 1099-Misc, to report Rental income, royalties, prizes and awards |
| Business Income - 1099-NEC, Non employee compensation slip; For self-employment income, also supply a detailed list of expenses, if any. |
| 1099-K,Third party transactions |
| 1099-C, Cancellation of Debt |
| 1099-B, Proceeds from Broker and Barter Exchange (stocks), 1099-Div, Dividends; 1099-INT, Bank interest |
| Adoption Costs - All costs incurred for adoption |
| Health Insurance Documentation - 1095-A, health insurance from Marketplace Statement |
| Income from State & Local Tax Refunds - 1099-G |
| Income From Sale of Property - 1099-S, Proceeds from Real Estate Transactions (sale), Please mention if you sold a property or purchased a new home - Discuss with your preparer what additional info is needed. |
| Cryptocurrency - Cryptocurrency statement Needed! |
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| Adjustments |
| Educator Expense - Educators credit-kindergarten through grade 12 teacher, instructor, counselor, principal, or aide in a school for at least 900 hours during a school year. |
| Alimony Paid - Alimony received or paid |
| IRA Contributions - Traditional ONLY |
| Student Loan Interest - 1098-E, slip for Student loan interest paid |
| Medical Savings Account Contributions - ; 1099-SA, Distributions from HSA, Archer MSA |
| Moving Expenses - Members of Armed Forces on Active Duty-Military Ordered to relocate |
| Self-Employed Health Insurance |
| Keogh & SEP Pension Plans |
| Education Costs for Higher Education - 1098-T, Tuition paid |
| Child Care Costs - Child Care /Day Care documentation: name, address, tax id number & amt paid |
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| Itemized Deductions |
| Home Mortgage Interest - 1098 -Mortgage Interest slip paid (homeowners with mortgage) |
| Investment Interest Expense (State Use) |
| Medical out of pocket expenses (May not count due to income level) |
| Charitable Donations - Please list charities you donated to. Go Fund me is not recognized as an IRS Deduction |
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| Taxes Paid |
| State & Local Income Taxes |
| Real Estate Taxes - Real Estate taxes paid usually with 1098 mortgage slip |
| Tax Payments - Estimated taxes federal or state paid during the year |
| Direct Deposit Information -routing and account number -supply docs to verify acct info |
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