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)
– Form 1099-NEC (Non Employee Compensation)
– Form 1099-K (3rd Party Transaction Payments)
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)
– Form 1099-B (Proceeds From Broker & Barter Exchange Transactions)
– Form 1099-S (Proceeds Of Rental Estate Transaction)
Other Income/Documents
– Form W2-G (Gambling)
– Form 1099-MISC (Royalty & Other incomes paid)
– 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)
Medical Expenses
– Unreimbursed amounts paid to doctors, dentists, hospitals, insurance, and healthcare
– Unreimbursed amounts for qualified insurance outside of an employer provider plan or marketplace
Vehicle & Home Ownership
– Electric Vehicle Information
– Records/Receipts For Energy Saving Home Improvements (Ex: Solar panels)
– Records/Receipts of personal property & real estate tax
– Form 1098: Mortgage Interest Statement
Charitable Contributions
– Record/Receipts of cash amounts donated to a charitable organization
– Records/Receipts of non-cash charitable donations
– Number of miles driven for charitable purpose
Health Insurance
– Form 1095-A (If you are enrolled in an insurance place through the marketplace)
State & Local Taxes
– Amount of sales tax or state and local income tax paid
– Record/Receipt of vehicle sales tax paid