Personal Information

• Your (and your spouse’s) Social Security Card and State issued ID

• Dependent(s) Social Security card and D.O.B

• Copy of last year’s tax return

• IRS Notice 1444-C (stimulus payment information if available)

• Form 1095-A ( Insurance through the Marketplace)

• IRS Letter 6419 (advance child tax credit)

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Income

• W-2 Forms

• 1099-NEC  Independent contractor work                 

• 1099-G Unemployment or state/local tax refunds

• 1099-R Retirement plan distributions

• 1099-C Cancellation of debt

• 1099-S Sale of property

• 1099-INT  Interest Income

• 1099-DIV Dividend Income

• 1099-B Sale of stocks or cryptocurrency

• SSA-1099 Social Security Benefits

• Alimony received (also need payer’s name and SSN)

• Schedule K-1

• Miscellaneous income  Jury Duty, Gambling, etc…

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Deductions

• 1098-E Student loan interest paid

• 1098-T Student tuition paid

• Teacher’s out of pocket receipts for classroom supplies

• IRA contributions

• Energy home improvement receipts

• Alimony paid (also need payee’s name and SSN)

• Childcare Expenses

• Charitable contribution receipts

• Itemized deductions if the sum is over the standard deduction

           Standard deductions 

           Single or married filing separate $12,550 

           Married filing jointly or qualifying widow(er) $25,100

           Head of Household $18,800

• Medical and Dental expense records including mileage

• Sales Tax on large purchases (automobile, RV, boat, etc..)

• Real estate taxes

• Form 1098 Mortgage interest

• Cash charitable contribution receipt

• Non-cash charitable contribution receipts