Tax Preparation Made Easy!

Personal Information:

• Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for you, your spouse, and any dependents
• Proof of identity (driver’s license or state-issued ID)

Income Documents:

• W-2 forms from employers
• 1099 forms (e.g., 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, 1099-G, 1099-R)
• Bank statements or income from self-employment, rental properties, or side jobs

Deductions and Credits:

• Proof of deductible expenses (e.g., mortgage interest, student loan interest, medical expenses)
• Charitable donation receipts
• Educational expenses (Form 1098-T for tuition payments)
• Childcare costs (including provider's tax ID)

Tax Forms:

• Previous year’s tax return
• Any IRS notices you’ve received (e.g., Form 1444 for stimulus payments)

Healthcare:

• Form 1095-A (Health Insurance Marketplace Statement) if applicable
• Form 1095-B or 1095-C (for other health insurance coverage)

Other Documents:

• Bank account information for direct deposit (routing and account number)
• Any other relevant financial documents

Having these documents ready will help ensure a smooth and accurate tax filing!