What to Bring to your appointment (or upload on this website)
For tax year 2021. If you received a stimulus in March, you should have also recieved a Letter 6475, Your Third Economic Impact Payment, around the same time. If you do not have it anymore, it is available at IRS.gov.
For tax year 2021. For those of you with children on your 2020 tax return, if you received even one Advanced Child Tax Credit payment (they started in July and was in the amount of $250/300 per child per month), then you will receive a Letter 6419 from the IRS. This is required even if you are not claiming the child(ren) on your 2021 tax return. This will also be available at IRS.gov.
For tax year 2021. Many of you received unemployment in 2020 and it was taxable for awhile until the IRS said that some of it may not be taxable. Many of you had already filed your tax returns and were told that the IRS and the states were going to do the amendment for you. That did not happen for all of you. If the IRS and states did not do it, automatically, for you, please let me know because we will need to do it now because the IRS is not going to do any more. If it was done, please bring the documentation that the IRS and states should have sent you explaining the changes. We need to make sure that it was done correctly and I need the numbers for the 2021 tax returns.
A copy of last year’s tax returns. If I prepared your returns last year, I have a copy, but sometimes it is nice to see the paper copy.
- Identification (driver’s license, Social Security card, etc.) for everyone on your tax return (if you are a returning client, this applies to anyone new on your tax return)
- W-2 from each employer that paid you last year
- W-2G gambling winnings
- 1099-INT interest income
- 1099-DIV dividend income
- 1099-B from your broker showing sales of securities
- 1099-G unemployment income
- 1099-R distributions from a retirement account
- SSA-1099 Social Security benefits
- 1099-MISC miscellaneous income
- 1095-A if you had health insurance through the Marketplace (Obamacare)
- 1098-E student loan interest paid last year
- 1098 Mortgage interest statement from each mortgage company you paid last year
- 1098-T tuition and fees statement from each college/university that you or someone on your tax return attended last year
- Charitable contributions, both cash and non-cash
- Daycare expenses. I will need the name, address, tax ID number and amount paid to each daycare provider.
- Medical/dental expenses PAID last year.
- Health insurance premiums paid last year IF the premiums were not PRETAX through your employer.
*This list may not include everything that you will need for me to prepare your tax returns.