Ready TO File
What to Bring With You
We want your visit to be as smooth and stress-free as possible. To help us provide fast tax preparation and serve you quickly and accurately, please remember to bring the documents listed below. Having everything ready ensures we can focus on tax refund maximization, allowing you to get the maximum tax refund and making your tax filing experience easy and worry-free.
Affordable Tax Services
Personal Information
- Your social security number or tax ID number
- Your spouse’s full name, social security number or tax ID number, and date
- Identity Protection PIN, if one has been issued to you, your spouse, or you
- Routing and account numbers to receive your refund by direct deposit or pay
- Foreign reporting and residency information - if applicable
Dependent(s) Information
- Dates of birth and social security numbers or tax ID numbers
- Childcare records (including the provider's tax ID number) if applicable
- Income of dependents and of other adults in your home
- Form 8332 showing that the child’s custodial parent is releasing claim
Sources of Income
- Forms W-2
- Unemployment (1099-G)
- Forms 1099, Schedules K-1, Amounts not reported on 1099-MISC or 1099-NEC
- Business-use asset information for depreciation
- Office in home information, if applicable
- Record of estimated tax payments made (Form 1040–ES)
- Records of income and expenses
- Rental asset information for depreciation
- Record of estimated tax payments made (Form 1040–ES)
- Pension/IRA/annuity income (1099-R)
- Traditional IRA basis
- Social security/RRB income: SSA-1099 , RRB-1099
- 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 basis in property you sold
- Health Savings Account and long-term care reimbursements
- Expenses related to your investments
- Record of estimated tax payments made (Form 1040–ES)
- Transactions involving cryptocurrency (Virtual currency)
- Payment Card and Third Party Network Transactions - 1099-K
- Gambling income
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Trust income
- Royalty Income 1099–MISC
- Any other 1099s received
- Record of alimony paid/received with ex-spouse’s name and SSN
- Record of alimony paid/received with ex-spouse’s name and SSN
Sources of Income
- Forms 1098 or other mortgage interest statements
- Real estate and personal property tax records
- Receipts for energy-saving home improvements (e.g., solar panels, heater
- Electric vehicle information
- All other 1098 series forms
- Cash amounts donated to houses of worship, schools, other charitable org.
- Records of non-cash charitable donations
- Amounts of miles driven for charitable or medical purposes
- Amounts paid for healthcare, insurance, and to doctors, dentists, hospitals
- Qualified insurance premiums paid outside the Marketplace or emp paid plan
- Form 1095-A
- Fees paid to a licensed day care center or family day care for care of an i
- Amounts paid to a baby-sitter or provider care of your child under age 13
- Expenses paid through a dependent care flexible spending account at work
- Forms 1098-T from educational institutions
- Receipts that itemize qualified educational expenses
- Records of any scholarships or fellowships you received
- Form 1098-E if you paid student loan interest
- Receipts for classroom expenses
- Amount of state and local income or sales tax paid
- Invoice showing amount of vehicle sales tax paid
- Personal property tax on vehicles
- Form 5498-SA showing HSA contributions
- All other 5498 series forms (5498-QA, 5498-ESA)
- Form 5498 showing IRA contributions
- City/county you lived/worked/had property in
- Records to support property losses (appraisal, clean-up costs, etc.)
- Records of rebuilding/repair costs
- Insurance reimbursements/claims to be paid
- FEMA assistance information
- Check the FEMA site to see if your county has been declared a disaster