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Hello!

My HuMom has been reminding you all year to gather your documents so she can get back to rubbing my back, taking me on walks, and feeding me treats! She said this list would help other doggies get their rubs because the taxes get done faster. So here you go!

WHAT TO BRING FOR
PERSONAL TAX SUPPORT

Below is a list of common forms and information needed for tax preparation. Please review the list and bring the items that apply to you. 

WHAT'S NEEDED TO FILE:

  • Valid Drivers License or State ID

  • W-2 For the Tax Year

  • Social Security Cards for All Tax Payers

  • Social Security Cards for All Dependents

  • Dependents Full Name

  • Dependents Social Security Numbers

  • Dependents Birthdates

  • Dependents Relationship to the TaxPayer

  • 1099 – Income from Employment

  • 1098 - For College Students 

  • Banking Information - Routing and Account #

wHAT'S NEEDED TO FILE (Self-Employed)

Schedule C

  • Receipts - Proof of Expenses

  • Bank Statements

  • Credit Card Statements

  • Establishment of Business

  • Previous Tax Return

  • Expense Worksheet

WHAT TO BRING FOR
BUSINESS TAX SUPPORT

Below is a list of common forms and information needed for tax preparation. Please review the list and bring the items that apply to you. 

For Reporting Income 

  • Form W-2 – Wages and Tax Statement

  • From W-2 G – Gambling Winnings 

  • Form SSA-1099 – Social Security Benefit Statement

  • From 1099-R – Retirement 

  • From 1099-G – Unemployment Income 

  • From 1099-DIV – Dividends on Investments

  • Form 1099-B – Sale of Stocks

  • Form 1099-Int – Interest Earned on Savings, Checking, Savings Bonds, etc.

  • Form 1099-NEC – Self-Employment Income

  • 1099-Misc – Rental Income, Royalties, Other Income

  • From 1099-K – Income from Self-Employment 

  • Form 1099-C – Cancellation of Debt 

  • Form K-1 -Investments (Report the income, losses, and dividends of a business’ or financial entity’s partners or an S corporation’s shareholders)

  • Letter 6419, 2021 Total Advance Child Tax Credit Payments (to reconcile advance Child Tax Credit payments)

  • Letter 6475, Your 2021 Economic Impact Payment (to determine eligibility to claim the Recovery Rebate Credit)

  • Form 1095-A, Health Insurance Marketplace Statement (to reconcile advance Premium Tax Credits for Marketplace coverage)

  • Other Income Documents and Records of Virtual Currency Transactions

For Deductible Expenses  

  • From 1098 – Mortgage Interest

  • Property Tax Paid

  • Charity Statements from Cash or Check donations (church, Red Cross, any 501(c)3 organization) 

  • Receipts for Items Donated (Spring Dell, Salvation Army, etc.) 

  • From 5329 – IRA Contributions

  • Large Out-of-Pocket Medical Expenses

  • Form 1098-T – College Tuition Expense 

  • Receipts for Cost of College Books

  • From 1098-E – Student Loan Interest

  • MD 529 Plan Contributions

  • Daycare Expenses

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