Free Tax AZ Tax Doc List

Personal Information: This information will be collected when you are signing up on our client portal.

– Your social security number.

– Your spouse’s full name, date of birth & social security number or tax ID number

– Identity Protection Pin (If Applicable)

– Account & Routing number to receive refund by direct deposit OR pay your balance if you choose to (unless you prefer a check mailed)

– Prior year’s tax return (Recommended but not required)

Dependent(s) Information: This information will be collected when you are signing up on client portal.

– Dependents full name, date of birth social security & number or tax ID number.

Sourced Of Income: Only a select few of these forms are necessary for your annual tax filing based on your individual circumstance. 

Employed

– Form W-2 (Wages From Employer)

Unemployed

– Form 1099-G (Unemployment Compensation)

Retirement Income

– Form 1099-R (Pension/IRA Income)

– Form SSA-1099 (Social Securtiy Income)

Savings, Interest & Dividends

– Form 1099-INT (Interest Income)

– Form 1099-DIV (Dividends & Distributions Income)

Other Income/Documents

– Form W2-G (Gambling)

– Record of alimony received/paid with ex-spouses name and social security number.

Deductions: More than likely you won’t need all the documents below. Your life situation determines the types of deduction you can take.

Education Expenses

– Form 1098-T (Tuition Statement)

– Form 1098-E (Student Loan Interest)

Childcare Expenses

– Record/Receipts of childcare with provider including EIN – Child must be under 13

 K-12 Educator Expenses (Teacher)

– Records/Receipts Of Classroom Out Of Pocket Expenses

Retirement/Savings

– Form 5498 (IRA Contributions)

– Form 5498-SA (HSA Contributions)

Health Insurance

– Form 1095-A (If you are enrolled in an insurance place through the marketplace)

What Is NOT Included In The Free Tax AZ Program

– Married Filing Seperately Status

– 1099 Self Employment/Business Income (Schedule C)

– Rental Income

– Investment Income Or Stock Sales (Schedule D)

– Itemized deductions on Schedule A (e.g., large medical expenses, property taxes, or donations).