What to bring to your tax appointment

· Photo ID REQUIRED-NO EXCEPTIONS

· Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents

· Birth dates for you, your spouse, and dependents on the tax return

· Bank account and routing number or a voided check for direct deposit of your refund

• Employment Income 
• W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
• Self-Employment Income
• 1099-NEC and/or 1099-K 
• Records of income not reported on 1099 forms
• Records of expenses including receipts, credit statements, etc. 
• Record of estimated tax payments Retirement Income
• SSA-1099 form for Social Security benefits
• 1099-R for pension/IRA/annuity income Unemployment Income
• 1099-G for unemployment benefits Other sources of income
• 1099-G for refund of state/local income taxes
• 1098-T for scholarships/fellowships
• 1099-R for disability income
• Income or loss from the sale of stocks, bonds, or real estate
• Income or loss from rental property
• Alimony received 
• Statements for prizes or lottery/gambling winnings
• Interest and dividend statements from banks
• Records for any other income 

• Retirement contributions, including a 401(k) or IRA
• State and local taxes you’ve paid
• Mortgage statements and property tax bills if you are a homeowner
• College tuition (1098-T) and student loan statements (Form 1098-E)
• Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
• Receipts for charitable donations
• Medical and dental bills
• Records for supplies used as an educator over $250

• IRS Notice 1444, 1444-B or 1444-C 
• IRS Letter 6419 for Child Tax Credit advance payments received in 2021
• IRS Letter 6475 for EIP3- 3rd Economic Impact Payment/Stimulus 
• Form 1095-A if you had coverage through the Health Insurance Marketplace
• Anything from the IRS regarding Health Insurance Marketplace, your state tax agency, or anything marked "IMPORTANT" for taxes 

• Proof of ownership
• Proof of EIN registration
• Bank accounts
• Software
• State license

We must have proof you have previously filed your taxes before going forward to file any late taxes or to verify your IRS status.

o Any previous tax reports, payroll reports or sales tax reports

o ID numbers used to report and pay taxes

o Copy of Income Tax Return for current and previous tax year

We will need any and all payroll filing reports such as:

• 941 or 944
• 940
• 1099's, 1096
• State W3's, W2's, Unemployment forms