What do I need to have on-hand to prepare my taxes?
First and Foremost if you are a NEW CUSTOMER ONLY: A copy of last year’s tax return.
Second Action Item if you had Marketplace Insurance (ObamaCare) you will need your 1095A document. The government sent you a copy. If not, you can obtain from website Get 2023 health coverage. Health Insurance Marketplace® and can pull right from the website.
Financial account information to pay any balance due or receive any refund. Copy of a check or routing and account number for direct deposit or direct debit.
Then Depending on your situation, you’ll need a variety of documents. Here are some common items you might need:
- Your Social Security number (SSN) or taxpayer identification number (ITIN) and SSNs or ITINs for spouse and dependents (if any)
- Your birth date and birth date for spouse and dependents (if any)
- Income source documents:
- W-2 – wages and salary
- W-2G – gambling winnings
- Form 1099-R – retirement income
- Form 1099-INT – interest
- Form 1099-DIV – dividends
- Form 1099-MISC – miscellaneous income, including self-employment
- Form 1099-G – government payments
- Form 1099-SA – MSA or HSA distributions
- Form 1099-B – broker or barter exchanges
- Form SSA-1099 – Social Security benefits
- Form RRB-1099 – railroad retirement
- Schedule K-1 – partnership income or loss
- Documents that reflect items you might have paid during the year:
- Form 1098 – mortgage interest
- Form 1098-E – student loan interest
- Form 1098-T – tuition
- Form 1095 – Health Coverage
- Records and receipts for:
- Unreimbursed mileage related to work or volunteering
- Charitable donations
- Contributions to retirement plans
- Healthcare expenses
- Self-employment income and expenses, including any:
- Home-office expenses
- Health-insurance premiums paid
- Transportation costs
- Advertising fees
- Rental property income and expenses
- Moving expenses, if you moved for a new job (must be for a JOB MOVE)
- Expenses for energy-efficient home improvements
- Tuition or fees paid for education for you, spouse, or dependents
- Retirement account rollovers
- Child care and dependent care expenses, including the employer identification number (EIN) or SSN