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Electronic Filing Offered? Yes.
Drop-off Service Available? Yes
Remember - While gathering documents you may have to login to the account website, many forms are no longer mailed.
** This is not an exhaustive list. Only average documents are listed here.**
Personal Information and Required documents:
Name, Address, social security number and date of birth for all named on the return.
Copies of Drivers License or State IDs for you and your spouse
Proof of Residence for dependents claiming EIC
The last two years of income tax returns (New Clients)
Dependent Provider info: Name, Address, Tax ID
Bank Account and Routing Number for Direct Deposit or Payment (Optional)
1095 A for Proof of Health Insurance IF PURCHASED through the marketplace (Ex: Connect For Health)
1095 B or C if you have Health Insurance through employer
Your IP PIN (only if you have asked for one or been a victim of identity theft through the IRS.)
Income documents:
Income from jobs: forms W-2 or 1099- NEC for you and your spouse
Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
Could be from Corporations or Partnerships you own or partly own, Trusts, Estate income etc.
Income from state and local income tax refunds and/or unemployment: forms 1099-G
Stock or Bond Sales - 1099B
Taxable alimony received
Business or farming income—profit/loss statement, capital equipment information
IRA/pension distributions—forms 1099-R, 8606
Sale documents or records for Crypo or Digital Currency
Rental property income/expense—profit/Loss statement, rental property suspended loss information
Social Security benefits—forms SSA-1099
Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, Foreign Source, Etc.
Alimony Income (settled prior to 12-31-2018.)
Tips, or any other income you have received.
Other tax documents:
IRA contributions
Energy credits
Student loan interest
Medical Savings Account (MSA) or Health Savings Account (HSA) contributions
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plans
Alimony paid that is tax deductible
Educator expenses
State and local income taxes paid
Real estate taxes paid
Gambling expense
Personal property taxes—vehicle license fee based on value
Home Purchase
Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
Direct deposit information—routing and account numbers
Foreign bank account information—location, name of bank, account number, peak value of account during the year
Tax deduction documents:
Advance Child Tax Credit payment
Child care costs—provider’s name, address, tax id, and amount paid
Education costs—forms 1098-T, education expenses
Adoption costs—SSN of child, legal, medical, and transportation costs
Home mortgage interest and points you paid—Forms 1098
(This will include forms for HELOC or other second mortgages.)
Investment interest expense
Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
Casualty and theft losses—amount of damage, insurance reimbursements
Medical and dental expenses
Form 1099-SA to report distributions from an HSA
Form 5498-SA to report contributions to an HSA - this information is covered on your W2 if there are no other contributions.
Mileage for Medical, Volunteering or Business
General Business expenses if you are self employed
If you use your home for business—home size, office size, home expenses, office expenses.
How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040