Here is a quick checklist of items to bring with you to your appointment.
* This is a comprehensive list, many of these items may not pertain to you.
- Wage statements/W-2s
- Self-employment business income and expenses/1099-MISC
- Commissions received/paid
- Pension, retirement income/1099-R
- Unemployment income/1099-G
- Canceled Debt Amount/1099-C
- Social Security income/SSA-1099
- IRA contributions
- Statements on the sales of stocks or bonds/1099-B
- Interest and dividend income /1099-INT/1099-DIV
- Lottery or gambling winnings/losses
- State refund amount/1099-G
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
- State or local taxes paid
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid/1098
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Educator expenses
- Tuition and Education Fees/1098-T
- Student loan interest/1098-E
- Casualty or theft losses
- Child care expenses and provider information
- If you have a dependent care account with your employer, please let us know.
Affordable Care Act items
(These may or may not apply to you)
Proof of Insurance coverage for everyone on the tax return.
Here is a link showing all the plans that count as coverage
Form 1095-A, 1095-B, or 1095-C
If you are getting an exemption through the Health Insurance Marketplace (also called an exchange) and not claiming the exemption directly on the tax return, you will also need to provide the exemption certificate number.
For more info on the Affordable Care Act please click this link
EITC (Earned Income Credit) Items
** Please note that clients who receive EITC (Earned Income Tax Credit) need to bring in additional documentation for each dependent on the return. The income limits for EITC depend on filing status, as well as how many dependents on the return. To make this simple we are asking that anyone making less than $53,000 in total income bring in at least one of the following for each dependent.
School records or statement
Landlord or property management statement
Health care provider statement
Child care provider records
This is just to show that the child lives with you. A copy will be kept in your file. The IRS is cracking down on EITC fraud and they want us to make sure that you are able to legally claim the child for the credit. Please get a copy of one of the above before you come in to do your return. Not having one of the items may cause a delay in receiving your refund.
If you are a new client, please bring the following:
- Social Security card(s)
- Driver’s License(s)
- Dependants’ Social Security numbers and dates of birth
- Last year’s Federal and State tax return