ID - Driver License or state ID or Passport, social security cards or prior year tax return, proof of residence for dependents claimed. Filing MFS ID needed for spouse.
Status: Single, Married filing Jointly (MFJ), Married filing Separately (MFS), Head of Household (HOH), Surviving Spouse (QSS)
Income: W2, 1099 (R, C, INT, DIV, B, SSA. G), K-1s, alimony received, Self-Employment-Rental-Farm 1099 NEC/Misc. profit & loss statement. Capital equipment, home office size expenses, Jury duty, gambling wins.
Other: HSA, MSA, IRA contributions, Energy, Electric vehicle credits, Student loan interest, 1099-A market place or self-employment health insurance or pension plans, Educator expenses, State, Local, Real Estate, Property taxes. Estimated tax paid to IRS. Tax Deduction: Costs - Child care, Education 1098T, Adoption, Home mortgage form 1098. Charitable donations, Medical Dental expenses, Casualty & Theft losses – insurance reimbursement.
Bank: Account & Routing number. Foreign bank account number name, address, details
IPPIN: IRS mails CP letter to taxpayers with an individual protection PIN number. Bring with you to preparer required to e-file tax return with the IRS. IRS rejects tax return submitted without IPPIN on tax return.
Use safe link Taxes to go App to securely upload documents to prepare tax return: https://taxestogo.com/App/Download/85014
