Gather all of your tax records. Since most tax documents are not mailed anymore, please make sure to contact your employer/financial institution/government on how to obtain the information necessary to file your 2024 tax return.
Proof of Income:
| Type of Income: | Tax Form: | Where to obtain: |
|---|---|---|
| Wages | W-2 | Employer/HR |
| Self-Employment/Contracting | 1099 NEC | Employer/3rd Party Vendor |
| 3rd Party Settlement (Venmo/Cashapp/etc) | 1099-K | 3rd Party Vendor |
| Bank Interest/Dividens | 1099-Int/1099 Div | Financial Institution/Brokerage |
| Investment Stock/Equities Sale | Consolidated 1099 | Financial Institution/Brokerage |
| Retirement Income Distribution | 1099-R | Financial Institution/Brokerage |
| Social Security Income | 1099-SSA | Social Security Administration |
| Unemployment Income | 1099-G | State Department of Labor |
| Gambling Winnings | W2-G | 3rd party Vendor (ie Casino) |
| State Tax Refunds | State Dept of Tax and Finance | 3rd party Vendor (ie Casino) |
| Royalties | 1099-MISC | 3rd Party Vendor |
| Prizes and Awards | 1099-MISC | 3rd Party Vendor |
Proof of Expenses:
| Type of Income: | Tax Form: | Where to obtain: |
|---|---|---|
| Self-Employment Business Expenses | Profit/Loss Summary | Quickbooks/Excel/Manual |
| Education Expenses | 1098-T | Academic Institution (ie College) |
| Medical Expenses | Receipt Total | Hospital/Medical Center |
| Charitable Contributions | Receipt Total | Qualified Organization (501c3) |
| Mortgage Interest/Real Estate Taxes | Form 1098 | Lending Financial Institution |
| IRA Contributions/Distributions | Form 1099-R/5498 | Financial Institution/Brokerage |
Identification:
Please provide a current state ID/Driver’s License for you and your spouse (if married jointly) along with accurate Social Security Numbers and Date of Birth for everyone listed on the tax return, including your dependents
If you experienced any of the following during the year, please let your preparer know.
- Change of employment and/or additional employment (2nd job)
- Move to a new address and when and where you moved to
- Got married or divorced
- Had a child and/or claimed an additional dependent(s)
- Unexpected Loss due to theft/natural disaster (ie. hurricane, flood)
- Installed solar panels and/or other energy efficient property improvements
- Anything else you would like your preparer to know
Refund/Payment method:
Please provide the routing and account number of the bank account where you would like to receive your refund and/or pay for your taxes when your preparer electronically files your tax return or indicate an alternative payment method to your preparer.
