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 biggest tax refund and making your tax filing experience easy and worry-free.
Affordable Tax Services
Personal Information
Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes
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
Parents and caregivers should gather this information as they review what they need to file their taxes.
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
Many of these forms won’t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
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
State tax refund
Types of Deductions
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
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
nvoice showing amount of vehicle sales tax paid
personal property tax on vehicles
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
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
Add a footnote if this applies to your business
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