Documentation Required to File for Tax Return
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- Form W-2.
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- Form 1099 Misc. or 1099 NEC
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- IRS Letter 6419 Advance Child Tax Credit Payments Received 2021.
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- IRS Letter 6475, Your Third Economic Impact Payments.
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- Check stubs of your work (7 to 12 months of stubs).
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- Personal identification. (Driver's lincese, Passport, Consular etc...).
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- Social security card or letter of approval from your Itinerary.
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- Birth Certificate of your minor dependents.
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- School record or transcript (You must have this information to qualify, name of student, name of parents or guardians, address of the student and name and address of the school
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- Medical Record. (Vaccination record, medical receipts, doctor's, medical insurance card, 1095-B FORM OF YOUR MEDICAL INSURANCE etc...).
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- Rental Agreement. ( to verify address).
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-Rent receipt ( 7 to 12 months).
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Bank statement ( 7 to 12 months statements of account).
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Receipt of utilities. ( Electricity, Gas, Water, Garbage, Cable and Cellular, also from 7 to 12 months statements of accounts).
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Form 1098 Mortgage Interest (for people with their own home).
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HUD-1 or Closing Cost statements ( for people who bought or refinanced their home).
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Form 1098-T Tuition Statement ( for individuals or dependents who attended college, community college, or trade school
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Form 1098 Mortgage Interest ( for people who own their property.)
This is a reminder we will need documention for some of our Income Tax Preparations so be prepared to bring papers with you!