What items do I need to file my taxes? Make

sure you bring:

Whether you choose to have us prepare your tax return remotely with a Virtual Tax, Phone Video, or you meet with us live our office, here is a detailed list of items that will be important when we complete your tax return. Call (248) 816-1220 today to schedule an appointment or just stop by our Suite 430. Printable Version / Download Please Note: For virtual, phone, video tax clients, we can accept a scan or image of these items. Form 1099-K Payment Card and Third Party Network Transactions Personal Information • Your driver’s license or other federal ID with picture • Your social security card with your number or tax ID number • Your spouse’s full name and social security number or tax ID number • Your spouse’s driver’s license or other federal ID with picture Dependent(s) Information • Dates of birth • Social security numbers or tax ID numbers (cards must be provided if this is your first year with us or if this is a new child) • Childcare records, including the provider’s tax ID number, if applicable • Income of other adults in your home • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable) Income Sources • Employed o Forms W-2 or pay-stub for W-2 download • Unemployed o Unemployment income, state tax refund (1099-G) • Self-Employed o Forms 1099-MISC / 1099-NEC, 1099-K, Schedules K-1, income records to verify amounts not reported on 1099s o Records of all expenses – check registers or credit card statements, and receipts o Business-use asset information (cost, date placed in service, etc.) for depreciation o Office in home information, if applicable o Record of estimated tax payments made (Form 1040ES) o Auto loan or lease if vehicle used for business • Rental Income o Records of income and expenses o Rental asset information (cost, date placed in service, etc.) for depreciation o Record of estimated tax payments made (Form 1040ES) • Retirement Income o Pension or Retirement income/IRA/annuity income (1099-R) o Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed) o Social security/RRB income (1099-SSA, RRB-1099) • Savings & Investments or Dividends o Interest, dividend income (1099-INT, 1099-OID, 1099-DIV) o Income from sales of stock or other property (1099-B, 1099-S) o Any cryptotax currency transaction information (purchase or redemption) o Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B) o Health Savings Account (HSA) and long-term care reimbursements (1099-SA or 1099-LTC) o Health Savings Account (HSA) or Medical Savings Account (MSA) distributions – 1099-SA o Expenses related to your investments o Record of estimated tax payments made (Form 1040ES) • Other Income & Losses o Lottery or Gambling income/losses (W-2G or records showing income, as well as expense records) o Jury duty records o Hobby income and expenses o Prizes and awards o Trusts o Royalty Income 1099 Misc. o Any other 1099s received o Record of alimony paid/received with Ex-spouse’s name and SSN and Date of Divorce Deductions • Real Estate/Home Ownership o Forms 1098 or other mortgage interest statements o Real estate and personal property tax records o Receipts for energy-saving home improvements o Repayment of the First-Time Home-buyer Credit – Form 5405 o All other 1098 series forms • Charitable Donations o Cash amounts donated to houses of worship, schools, other charitable organizations o Records of non-cash charitable donations o Amounts of miles driven for charitable or medical purposes • Medical Expenses o Amounts paid for health care insurance and to doctors, dentists, hospitals • Health Insurance o Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange) o Form 1095-B and/or 1095-C if you had insurance coverage through any other source (ie: an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.) o Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange) • Childcare Expenses o Fees paid to a licensed day care center or family day care for care of an infant or preschooler o Wages paid to a baby-sitter o Don’t include expenses paid through a flexible spending account at work • Educational Expenses o Forms 1098-T from educational institutions o Receipts that itemize qualified educational expenses o Records of any scholarships or fellowships you received o Form1098-E if you paid student loan interest • Job Expenses & Tax Prep Fees [limited deduction from 2018 to 2025] o Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking) o Receipts for classroom expenses (for educators in grades K-12) o Employment-related expenses (dues, education, publications, tools, uniform cost and cleaning, travel) o Job-hunting expenses o Record of moving expenses not reimbursed by employer o Amount paid for preparation of last year’s tax return • State & Local Taxes or Sales Tax o Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid o State refund amount – 1099-G o Invoice showing amount of vehicle sales tax paid • Retirement & Other Savings o Form 5498-SA showing HSA contributions o Form 5498 showing IRA contributions o All other 5498 series forms (5498-QA, 5498-ESA) • Federally Declared Disaster o City/county you lived/worked/had property in o Records to support property losses (appraisal, clean-up costs, etc.) o Records of rebuilding/repair costs o Insurance reimbursements/claims to be paid o FEMA assistance information o Check FEMA site to see if my county has been declared a federal disaster area • Last Year’s Federal and State Tax Returns [If not prepared by this office] Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here: We service clients worldwide.