As it’s time to have your taxes prepared you ask…..what do I bring? Below you will find what is needed.
Identification
☐ State Driver’s license or State Identification
☐ Social Security Card or tax ID number for yourself and dependents
☐ Children: Birth certificate, school records and medical records (necessary to claim child)
Information about your income
☐ Income statements Forms:
- W-2 (Wage and Tax Statement)
- Letter 6419 (Child Tax Credit)
- 1099-G (Unemployment/State Refund)
- 1099-R (Pension & IRA Distribution)
- 1099-B (Brokering)
- 1099-S (Sale of Real Estate)
- 1099-Int (Interest Income)
- 1099-Div (Dividend Income)
- 1099-Misc (NonEmp Comp/Rental/Royalty)
- 1098-E (Student Loan Interest)
- 1095-B (Proof of Health Coverage)
- SSA-1099 (Social Security Benefits)
- W-10 (Child Care Expenses)
- W-2G (Gambling Winnings)
- Schedule K (Partnership Income)
- Non-Cash Charitable Contribution
- Property Tax Statement
- Mortgage Interest Statement
☐ Tax forms that report other types of income, such as Schedule K-1 for trust, partnership and S corporations
☐ Tax deduction records
☐ Expense receipts
☐ If applicable - Information about your stimulus payment/economic impact payment (EIP) (you may have IRS Notice 1444 showing your EIP amount)
dependent information
☐ Income of dependents and of other adults in your home
☐ Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
other information
☐ Bank account information if you would like direct deposit payment for your return
☐ Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS