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Documents needed for your Tax preparation:

Preparing your tax return will be easier if the tax documents you need are organized and readily available:

• Income source documents: Forms W-2, W-2G, 1099-MISC, 1099-NEC, 1099-G, 1099-SSA, 1099-R, etc.
• Interest and dividend statements from banks, brokerages, etc.: 1099-INT, 1099-DIV
• A copy of last year’s tax return
• Bank routing and account numbers
• The amount you paid for childcare and the childcare provider’s tax identification number
• Form 1098 from your mortgage lender
• Other less common tax reporting forms you may receive, such as: 1099-A, 1099-B, 1099-C, 1099-K, 1099-OID, 1099-Q, 1099-S, 1099-SA
• Receipts for charitable donations
• Driver’s License state of issuance, expiration date and license number (required by some states to confirm your identity and protect against tax refund fraud)
• Notice 1444 if you plan to claim the Recovery Rebate Credit (specific to 2023 tax returns) or you can request tax transcript at: https://www.irs.gov/individuals/get-transcript
• Social Security or other taxpayer ID numbers for you, your spouse, and dependents
• Birth dates for you, your spouse, and dependents.
• The amount you paid for childcare and the childcare provider’s tax identification number