Personal Information
Your Full name and social security number or tax ID number
• Your spouse’s full name, social security number or tax ID number, and date of birth
• Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
• IRS Letter 6475 - your 2022 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit
• Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose.
• Copy of your 2021 tax return.
DEPENDENT(S) INFORMATION.
- 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 their right to claim a child to you, the noncustodial parent (if applicable)
- IRS Letter 6419 - official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments.
SOURCES OF INCOME.
- Employed.
- Forms W-2. 2. Unemployed.
- Unemployment (1099-G).
- Self-Employed.
- Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099- MISC or new 1099-NEC.
- Records of all expenses — check registers or credit card statements, and receipts.
- Business-use asset information (cost, date placed in service, etc.) for depreciation.
- Office in home information, home size/ office size, and utilities if applicable.
- Inventory records (beginning and ending inventory) and purchases.
- Mileage logs for 2022. Include both, total business, and total miles you drove between January 2022 and December 2022.
- Record of estimated tax payments made (Form 1040–ES).
- Rental Income.
- Records of income and expenses.
- Rental asset information (cost, date placed in service, etc.) for depreciation.
- Record of estimated tax payments made (Form 1040–ES).
- Retirement Income.
- Pension/IRA/annuity income (1099-R) or Form 8606 for payments/distributions.
- Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed).
- Social security/RRB income (SSA-1099, RRB-1099).
- Savings & Investments or Dividends.
- 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 other basis in property you sold (if basis is not reported on 1099-B). Form 1099-S for income from sale of property.
- Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
- Expenses related to your investments.
- Record of estimated tax payments made (Form 1040–ES).
- Transactions involving cryptocurrency (Virtual currency). Statements or Form 8949.
- Other Income & Losses.
- Gambling income (W-2G or records showing income, as well as expense records).
- Jury duty records.
- Hobby income and expenses.
- Prizes and awards.
- Trust income.
- Royalty Income 1099–MISC.
- Any other 1099s received for example 1099-C. for any debt cancelation.
- Record of alimony paid/received with ex-spouse’s name and SSN • State tax refund.
TYPES OF DEDUCTIONS.
- Home Ownership.
- Forms 1098 or other mortgage interest statements.
- Real estate and personal property tax records.
- Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
- All other 1098 series forms.
- Charitable Donations.
- Cash amounts donated to houses of worship, schools, other charitable organizations.
- Records of non-cash charitable donations.
- Amounts of miles driven for charitable or medical purposes.
- Medical Expenses.
- Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals.
- Health Insurance.
- Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange).
- Childcare Expenses.
- Fees paid to a licensed day care center or family day care for care of an infant or preschooler.
- Amounts paid to a baby-sitter or provider care of your child under age 13 while you work.
- Expenses paid through a dependent care flexible spending account at work.
- Educational Expenses.
- 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.
- K-12 Educator Expenses.
- Receipts for classroom expenses (for educators in grades K-12).
- State & Local Taxes.
- Amount of state and local income or sales tax paid (other than wage withholding). • Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles.
- Retirement & Other Savings.
- Form 5498-SA showing HSA contributions. • Form 5498 showing IRA contributions.
- All other 5498 series forms (5498-QA, 5498-ESA).
- Federally Declared Disaster.
- 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.
OTHER INFORMATION.
- Foreign bank account information: location, name of bank, account number, peak value of account during the year, if more than $10,000 at any time for 2021 year.
- Foreign Tax Paid.
- Foreign Income.
- If you are no resident alien, how many days did you spent at the United States for the last three years.
