Some of the items below may not apply to you
Copies of last two years tax returns, if not already in my possession
Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information.
Parents and caregivers should gather this information as they review what they need to file their taxes.
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Forms W-2 - Wages
1099G - Unemployment Earnings
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the records listed below for your tax documents checklist.
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Solar Installation Bills - energy-efficient appliance receipts
Letter 6475: Amount of the 3rd Economic Payment received Letter 6419: Amount of the Advanced Child Tax payments received
Add a footnote if this applies to your business