CPA Solutions:

What do I need to file my taxes?

The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, weu2019ve created a checklist to help you know what forms to bring.

Personal Information

Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

• -Your social security number or tax ID number
• -Your spouseu2019s full name, social security number or tax ID number, and date of birth
• -Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependent(s) Information

Parents and caregivers should gather this information as they review what they need to file their taxes.

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 childu2019s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

IRS Letter 6419 u2013 official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments

Sources of Income

Many of these forms wonu2019t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.

Employed

Forms W-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 u2014 check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation

Office in home information, if applicable

Record of estimated tax payments made (Form 1040u2013ES)

Rental Income

Records of income and expenses