tax refund

General Information

• Bank account number and routing number, if you are opting for depositing your tax refund directly into your bank account.
• Date of Birth for yourself, spouse and dependents.
• Full Names and Social Security Numbers for yourself, your spouse, and any children / dependents that you have.
• Payments of Estimated Federal, State, local taxes paid or paycheck withholding amounts paid over the tax year being filed.
• Previous year’s tax returns for you and your spouse.

Income Documentation

• W-2 forms for you and your spouse
• SSA-1099 for Social Security benefits received
• 1099-MISC Income: independent contractor forms
• 1099-S form for income from sale of a property
• 1099-C forms for cancellation of debt
• 1099-R, Form 8606 for distributions from IRAs or retirement plans
• 1099 – Interest and Dividend Income, Retirement, Annuities, tax refunds, Unemployment
• 1099-G unemployment income forms, or state / local tax refunds
• Alimony received
• Cost Basis of Securities Sold
• Cryptocurrency, collect a record of your every exchange and transaction.
• Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
• Prior year installment sale information – Forms 6252, principal and interest collected during the year, SSN and address for payer
• Rental property income and expenses: profit/loss statement, suspended loss information

Adjustments to your income

• Alimony paid
• Receipts for qualified energy-efficient home improvements (solar, windows, etc.)
• Records of IRA contributions made during the year
• Records of Medical Savings Account (MSA) contributions
• Self-employed health insurance payment records
• Form 1098-E for student loan interest paid (or loan statements for student loans)
• Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)

Deductible Expenses

Itemized Deductions (Schedule A)

• List of Charitable Contributions
• Medical Expenses, Health Care Insurance, Prescriptions, Doctors, Dentists, Eyeglasses, Long Term Health Care Insurance
• Real Estate Taxes and other taxes paid, PMI insurance, points,
• Form 1098 – Mortgage Interest Expense

Additional Documentation

Prior-year refund applied to current year and/or any amount paid with an extension to file.