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It's that time Again, Simple!

Get your taxes done!

Documents Needed

Basic

  • W-2/1099-Nec Forms
  • Mortgage Statements
  • Bank Account Information
  • Amount of Stimulus Received (if any)
  • Copies of Soc. Sec. Cards
  • Income/Expense Documents

Full List

Personal Information

  • Your social security number or tax ID number
  • Your spouse’s full name, social security number or tax ID number, and date of birth
  • Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  • Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependent’s Information

  • Dates of birth and social security numbers or tax ID numbers
  • Babysitting or Childcare records (including the provider’s tax ID number) if applicable
  • W-2 Forms or other income information (If dependent worked or had income)

Income Documents

Employees

  • W-2 Forms
  • Unemployment (1099-G)
  • Interest on Savings or Escrow Accounts

Self-Employed

  • 1099-Misc Forms
  • 1099-NEC
  • Schedules K-1
  • Business-use vehicle information (cost, date placed in service, etc.) for depreciation
  • Business Mileage Information
  • Record of estimated tax payments made (Form 1040–ES)
  • Office in home information, if applicable

Other Income

  • Rental Property Records of income and expenses
  • State tax refund
  • IRA, 401-K Retirement Contributions or Distributions
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Transactions involving cryptocurrency (Virtual currency)
  • If you sold a house, Settlement Agreements of Purchase and Sale of property
  • Health Savings Account and long-term care reimbursements
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Record of alimony paid/received with ex-spouse’s name and SSN

Expenses and Deductions

  • Medical expenses, including healthcare, insurance, and to doctors, dentists, and hospitals
  • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
  • Forms 1098 or other mortgage interest statements
  • Real estate and personal property tax records
  • Donations to churches, schools or other charitable organizations
  • Education Expenses Forms 1098-T from educational institutions
  • Student Loan Interest Form 1098-E
  • Any other expense document