RESOURCES

-"Each One, Teach one"

Be empowered by being prepared this tax season

BOOK YOUR APPOINTMENT NOW VIRTUAL OR IN-PERSON

Home

Employment Opportunity

RESOURCES

-"Each One, Teach one"

Be empowered by being prepared this tax season

BOOK YOUR APPOINTMENT NOW VIRTUAL OR IN-PERSON

STAY ALERT FOR TAX SCAMS

BE SUSPICIOUS IF SOMEONE CLAIMING TO BE THE IRS:

Calls to demand immediate payment

Using a specific payment method such as a prepaid debit card, gift card, or wire transfer. Generally, the IRS will mail you a bill if you owe any taxes.

Threatens to immediately contact local police

or other law-enforcement groups to have you arrested for not paying.

Demands that you pay taxes

without allowing you to question or appeal the amount they say you owe.

Asks for credit or debit card numbers over the phone

Click here for the IRS.gov page on tax scams and consumer alerts action

TAX FILING READINESS CHECKLIST

Personal

Information

Social security number & driver's license for you and your spouse

Alimony paid plus full name and social security number

Previous three years of tax returns (if applies)

Information About Other People Who May Belong on Your Return

Dates of birth and social security numbers

Childcare records (including the provider’s tax ID number)

Income of other adults in your home

Employee Information

Forms W-2

Personal

Information

Social security number & driver's license for you and your spouse

Alimony paid plus full name and social security number

Previous three years of tax returns (if applies)

Information About Other People Who May Belong on Your Return

Dates of birth and social security numbers

Childcare records (including the provider's tax ID number)

Income of other adults in your home

Employee Information

Forms W-2

Self-Employment Information

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s

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, if applicable

Education Payments

Forms 1098-T from educational institutions

Receipts that itemize qualified educational expenses

Records of any scholarships or fellowships you received

Form1098-E if you paid student loan interest

Business Use of Vehicle Information

Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage.

Amount of parking and tolls paid

Self-Employment Information

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s

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, if applicable

Education Payments

Forms 1098-T from educational institutions

Receipts that itemize qualified educational expenses

Records of any scholarships or fellowships you received

Form1098-E if you paid student loan interest

Business Use of Vehicle Information

Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage

Amount of parking and tolls paid

Savings and Investments

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)

Rental Property Income

Records of income and expenses

Rental asset information (cost, date placed in service, etc.) for depreciation

Retirement

Income and Contributions

Pension/IRA/annuity income (1099-R)

Social security/RRB income (1099-SSA, RRB-1099)

Form 5498 showing IRA contributions

Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed

Other Income

Unemployment, state tax refund (1099-G)

Gambling income (W-2G as well as expense records)

Amount of any alimony received

Health Savings Account (1099-SA or 1099-LTC)

Jury duty records

Hobby income and expenses

Prizes and awards

Other 1099

Affordable Care Act

Marketplace (Exchange)

Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

Marketplace exemption certificate