Refund Checklist

- VALID GOVERNMENT-ISSUED PHOTO ID (DRIVER'S LICENSE, STATE ID, OR PASSPORT)

- SOCIAL SECURITY CARDS ( FOR YOU, SPOUSE AND ALL DEPENDENTS CLAIMED)

- DATE OF BIRTH FOR YOU , SPOUSE AND ALL DEPENDENTS

- LAST YEAR'S TAX RETURN (IF AVAILABLE)

- PROOF OF ADDRESS (UTILITY BILL, LEASE AGREEMENT, ETC)

- W-2 FORMS FROM ALL EMPLOYERS

- 1099 FORMS (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, etc)

- UNEMPLOYMENT INCOME (1099-G)

- SOCIAL SECURITY INCOME (SSA-1099)

- PENSION, IRA, OR RETIREMENT INCOME (1099-R)

- GAMBLING WINNINGS (W-2G)

- RENTAL INCOME RECORDS 

- SELF-EMPLOYMENT INCOME (PROFIT AND LOSS STATEMENT, EXPENSE RECORDS)

- CHILDCARE EXPENSES (PROVIDER'S NAME, ADDRESS, AND TAX ID)

- EDUCATION EXPENSES (1098-T FOR TUITION PAYMENTS, STUDENT LOAN INTEREST STATEMENTS)

- MORTGAGE INTEREST STATEMENT (1098)

- PROPERTY TAX BILLS 

- CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH DONATIONS)

- MEDICAL EXPENSES ( IF THEY EXCEED 7.5% OF YOUR INCOME)

- ENERGY-EFFICIENT HOME IMPROVEMENT RECEIPTS

- BANK ACCOUNT AND ROUTING NUMBER FOR DIRECT DEPOSIT

- VOID CHECK (OPTIONAL BUT HELPFUL)

- PROFIT AND LOSS STATEMENT OR INCOME AND EXPENSE REPORT

- BUSINESS-USE ASSET RECEIPTS (FOR EQUIPMENT, FURNITURE, ETC.)

- MILEAGE LOG ( FOR BUSINESS VEHICLE USAGE

- HOME OFFICE EXPENSES (IF APPLICABLE, INCLUDE UTILITIES, INTERNET, RENT/ MORTGAGE

- BUSINESS LICENSES, PERMITS, AND PROFESSIONAL MEMBERSHIPS

- STATEMENTS FROM INVESTMENT ACCOUNTS (SHOEING CONTRIBUTIONS, DIVIDENDS, SALES)

- CRYPTOCURRENCY TRANSACTIONS ( RECORDS OF PURCHASES, SALES AND EXCHANGES)

- RETIREMENT ACCOUNT WITHDRAWALS (IRA, 401(K) , PENSION DISTRIBUTIONS)

- LAST YEAR'S TAX RETURN ( IF YOU ARE A NEW CLIENT)

- BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT ( ROUTING AND ACCOUNT NUMBER)

- ESTIMATED TAX PAYMENTS RECEIPTS (IF APPLICABLE)

- FORMS 1095-A, B, OR C FOR HEALTH INSURANCE COVERAGE