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Some common documents that are needed.

 

 

  • Photo ID
  • Birthdates and Social Security numbers for you, your spouse, and dependents on the tax return, only if your a NEW CLIENT or have a new dependent
  • Bank account and routing number  (if your a new client OR if your bank information has changed from last year)
  • If your a NEW CLIENT,  last years tax return.

 

 Income

  • W-2 form(s) for all jobs last year
  • Any 1099 for UNEMPLOYMENT you received 

Self-Employment Income

  • 1099-MISC and/or 1099-K for subcontractor work or self employment
  • Records of income not reported on 1099 forms
  • Records of expenses including receipts, credit statements, etc.
  • Record of estimated tax payments

Retirement Income

  • SSA-1099 form for Social Security benefits
  • 1099-R for pension/IRA/annuity income

Other sources of income

  • 1099's for refunds, subcontractor work
  • 1098-T for TUITION for anyone in your household that attended college, can be found on the college's website, student portal
  • 1099-R for disability income
  • Income or loss from the sale of stocks, bonds, or real estate
  • Income or loss from rental property, and a list of expenses
  • Alimony received
  • Statements for prizes or lottery/gambling winnings
  • Interest and dividend statements from banks
  • Records for any other income

Expenses

You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. 

  • Retirement contributions, including a 401(k) or IRA
  • State and local taxes you’ve paid- NO EXCISE tax bills needed
  • Mortgage statements and property tax bills if you are a homeowner
  • College tuition (1098-T) and student loan statements (Form 1098-E)
  • Childcare expenses, including provider’s address and federal tax ID number
  • Receipts for charitable donations
  • Medical and dental expenses, only if excessive
  • Rent you paid in MA
  • Energy efficient improvements to your home/solar installed

Additional Items

  • Proof of health insurance, Form 1095-A IF you had coverage through the Health Insurance Marketplace or MA Health.
  • Tax notices: Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”