What to bring to the tax interview.

Personal Information

All taxpayers need to bring the following to do their taxes:

  •  Social security number or tax ID for the individuals. If married, both need to be present to sign before E-file.
  • Stimulus payment information — IRS may have sent form 1444. Please bring it with you.
  • Identity Protection PIN for you or any of the taxpayers in your family.
  • Its highly encouraged to do a direct deposit if you are receiving refund. We need bank account and routing numbers. A blank check has this info.

Dependent(s) Information

  •  Dates of birth info and social security numbers or tax ID numbers for the dependents you are claiming.
  •  Childcare records (with provider’s tax ID number) if applicable
  •  Income of dependents and adults who live in your house.
  •  If you are the noncustodial parent then, Form 8332, showing that the child’s custodial parent is releasing their right to claim a child to you.

Sources of Income

  • If you are employed:
    •  Forms W-2
  • If you are unemployed:
    •  Unemployment (1099-G)
  • If you are self-employed:
    •  Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
    •  Records of all expenses — check registers or credit card statements, and receipts
    •  Business-use asset information (cost, date placed in service, etc.) for depreciation
    •  If working from home, then home office information.
    •  Record of estimated tax payments made using Form 1040–ES
  • Rental Income
    •  Record relating to income and expenses paid for the rental
    •  To calculate depreciation, we will need rental asset information like the cost of purchase, date placed in service, etc.).
    •  Any record of estimated tax payments made (Form 1040–ES)
  • Retirement Income
    •  Pension/IRA/annuity income (1099-R)
    •  Traditional IRA basis, amount of any nondeductible contributions made to the account which are amounts you contributed to the IRA that were already taxed
    •  Social security/RRB income (SSA-1099, RRB-1099)
  • Savings & Investments or Dividends
    •  Record of estimated tax payments (Form 1040–ES)
    •  Transactions involving cryptocurrency (Virtual currency)
    •  Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
    •  Income from sales of stock or other property (1099-B, 1099-S)
    •  Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
    •  Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
    •  Expenses related to your investments
  • Other Income & Losses
    •  Record of alimony paid/received with ex-spouse’s name and SSN.
    •  Royalty Income 1099–MISC
    •  W-2G or records showing income and expense records related to Gambling.
    •  Jury duty records
    •  Hobby income and expenses
    •  Trust income
    •  Any other 1099s received
    •  State tax refund
    •  Prizes and awards

Types of Deductions

  • Home Ownership
    •  Property tax records (Personal + Real estate)
    •  Form 1098
    •  Mortgage interest statements
    •  Expenses paid for energy-saving home improvements
  • Charitable Donations
    •  Cash and non-cash donations to houses of worship, schools, other charitable organizations
    • A record of miles driven for charitable or medical purposes
  • Medical Expenses
    •  Record of payments made to insurance, doctors, dentists, and hospitals.
  • Health Insurance
    •  Form 1095-A for insurance plan through the Marketplace
  • Childcare Expenses
    •  Fees paid to a licensed day care center or family day care for care of an infant or preschooler
    •  Record of payments made to a baby-sitter of your child who is under age 13 during your work hours.
    •  Payments made through a dependent care flexible spending account (FSA) at work
  • Educational Expenses
    •  Forms 1098-T issued by and eligible educational institutions to claim education credits.
    •  Receipts for qualified educational expenses.
    •  Students records of scholarships or fellowships received.
    •  Student Loan Interest Statement (Form 1098-E) if you paid student loan interest
  • K-12 Educator Expenses
    •  Eligible educators in grades K-12 bring a record of classroom expenses (to claim Educator Expense Deduction)
  • State & Local Taxes
    •  Income and sales tax paid
    •  Vehicle sales tax paid
  • Retirement & Other Savings
    •  If you received Form 5498 showing your IRA contributions
    •  If you received Form 5498-SA with your HSA contributions
    •  Any other 5498 series form you received (5498-QA, 5498-ESA)
  • Federally Declared Disaster
    •  FEMA assistance information (check the FEMA webpage to verify if your county is in federal disaster area)
    •  Location of property in question
    •  Records to support that you had a property loss (clean-up costs, etc.)
    •  Rebuilding/repair costs
    •  Insurance claims that need to be paid