TAX CENTER
Items needed for your tax return
Use these lists to gather what you need before your appointment. Bring what applies to you; we will let you know if anything else is needed.
DRAFT CHECKLISTS
What to gather
Not everything applies to every return. If you are not sure about something, bring it or send it, and we will sort it out together.
Personal information
For everyone on the return.
- ✓Photo ID for you and your spouse
- ✓Social Security numbers (or ITINs) and dates of birth for you, your spouse and dependents
- ✓Bank routing and account numbers for direct deposit of your refund
- ✓Your IRS Identity Protection PIN, if you have one
- ✓Any letters you received from the IRS or the state
- ✓Last year's federal and state returns, if you are a new client
Income
Forms usually arrive by the end of January or mid-February.
- ✓W-2s from every employer
- ✓1099-NEC, 1099-MISC and 1099-K for freelance, gig and side income
- ✓1099-INT, 1099-DIV and 1099-B for interest, dividends and investment sales
- ✓1099-R and SSA-1099 for retirement plan and Social Security income
- ✓1099-G for unemployment benefits or state tax refunds
- ✓Rental income and expense records
- ✓Schedule K-1s from partnerships, S corporations, estates or trusts
- ✓Records of any other income, such as alimony, prizes or cryptocurrency sales
Deductions and credits
Bring what applies to you.
- ✓Form 1098 mortgage interest statement and property tax bills
- ✓Receipts for charitable donations
- ✓Childcare provider name, address, tax ID and the amount you paid
- ✓Form 1098-T for tuition and 1098-E for student loan interest
- ✓Form 1095-A if you had Marketplace health insurance
- ✓HSA forms 5498-SA and 1099-SA
- ✓Large medical and dental expenses
- ✓IRA contribution amounts
- ✓Dates and amounts of estimated tax payments you made
- ✓Receipts for energy-efficient home improvements or an electric vehicle purchase
Business owners and self-employed
Sole proprietors, LLCs, partnerships and corporations.
- ✓Profit and loss statement and balance sheet, or access to your bookkeeping software
- ✓Bank and credit card statements for business accounts
- ✓1099s you received, and 1099s you issued to contractors
- ✓Payroll reports, W-2s, W-3 and payroll tax filings
- ✓Vehicle mileage log and vehicle expenses
- ✓Home office square footage and home expenses (rent or mortgage interest, utilities, insurance)
- ✓Receipts for equipment, computers and other large purchases
- ✓Year-end inventory count, if you sell products
- ✓Dates and amounts of estimated tax payments
- ✓EIN letter and formation documents, plus last year's business return for partnerships and corporations
New to RJJ Comptech?
Please also bring your last two to three years of tax returns, any IRS or state notices, and your previous preparer's contact information if you have it. Send everything securely through the client portal or bring it to your appointment.