- The following is required:
- Government issued photo ID such as driver license(s) of you and your spouse, if applicable
- Copy of social security cards for each individual included in tax return
- Copy of last year Federal and State income tax returns, if available, including any amendments
- Tax Forms and IRS Correspondence
- Wages(W-2), interest(1099-INT), dividends(1099-(DIV), capital gains/losses, brokerage statements (1099-B), unemployment compensation(1099-G), pensions and other retirement income(1099-R), Social Security benefits (SSA-1099)
- Self-employment income
- Miscellaneous income reported on Form 1099-Misc, 1099-NEC
- Other Income not reported elsewhere
- Gambling Income (W-2G)
- Itemized deductions – Mortgage Interest Statements, Real Estate Taxes Paid, Medical Expenses, Charitable Donations, Large purchases
- Cancellation of nonbusiness credit card debt(1099-C)
- IRA Contributions
- Credit information such as College Tuition (1098-T), Child/Dependent Care information
- Special forms if they apply to you
- Stimulus payments received if any –
- Advance Child Tax Credit Payments –Letter 6419 for 2021 returns
- Health Insurance Marketplace Advance Payment- (1095-A)
- Health Savings Account (1099-SA)
- Student Loan Interest(1098-E)
- Letter 6475 and Notice 1444-C for prior years returns
- Other Information
- Any other IRS forms/correspondence not mentioned above
- Voided check if requesting direct deposit or direct payment
- Estimated Tax Payments
