Wink Inc. Enrolled Agents America’s Tax Experts ®
Wink Tax Services
Tax Appointment Checklist

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. Printable Version / Download Please Note: For virtual, phone, video tax clients, we can accept a scan or image of these items. Notice 1444 for Stimulus Check 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, 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.
Wink Inc. | Enrolled Agents | 2701 Troy Center Dr, Ste 255 | Troy | Michigan | 48084 | Tel: 248-816-1220 | 800-276-8319 | Text: 248-800-6013|
Wink Inc. Enrolled Agents America’s Tax Experts ®
Wink Tax Services
Tax Appointment Checklist

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. Printable Version / Download Please Note: For virtual, phone, video tax clients, we can accept a scan or image of these items. Notice 1444 for Stimulus Check 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, 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.
Wink Inc. Enrolled Agents | 2701 Troy Center Dr, Ste 255 | Troy | Michigan | 48084 | Tel: 248-816-1220 | TF: 800-276-8319 | Text: 248-800-6013 |