What Documents Do I Need?
Documents to prove Income, Expenses, & Eligibility for Credits
Download Questionnaire
Every Taxpayer & Spouse needs the following:
- Completed Questionnaire
- State Picture ID
- Correct legal Name, Social Security Number or ITIN, and Date of birth for everyone on your return.
- Last year’s return (not required – but helpful)
Income from 2020
- Wages or Salary from employment: Form W2
- Tip Income
- Interest or Dividends from Checking / Savings Accounts, Bonds, CDs, or Brokerage
- Scholarships
- Disability Income from insurance or Worker’s Compensation
- Unemployment Compensation
- Alimony income or separate maintenance income from ex-spouse & year it started
- Self-Employment Income
- Retirement income or payments from Pensions, Annuities, or IRAs
- Social Security or Railroad Retirement Benefits
- Refund of state/local income taxes
- Income or loss from the sale or exchange of Stocks, Bonds, Virtual Currency or Real Estate
- Income or loss from Rental Property
- Other income from Gambling, Lottery, Prizes, Awards, Jury Duty, Virtual Currency, Sch K-1, Royalties, Foreign Income, etc.
Expenses from 2020
- Alimony or Separate Maintenance payments (Need recipient’s SSN)
- Contributions to a retirement account (IRA, 401K, Roth IRA)
- College Expenses
- Medical/Dental Expenses
- Charitable Contributions
- Mortgage Interest
- Taxes from state, real estate, personal property, sales
- Child or Dependent Care expenses (daycare)
- Supplies used as an eligible teacher, teacher’s aide, or counselor, etc.
- Expenses related to self-employment
- Student Loan Interest
Credits for 2020
- Health Savings Account (HSA: if you have code W in box 12 of W2, you have one)
- Purchase or Install energy-efficient home items (windows, furnace, insulation, etc)
- First Time Homebuyers Credit in 2008
- Adopt a Child
Things that Could Impact your Return
- Earned Income Credit, Child Tax Credit, American Opportunity Credit disallowed in the prior year
- Credit Card of Mortgage Debt canceled or forgiven
- Make estimated tax payments or apply last year’s refund to this year’s tax
- Have health coverage through the Marketplace (exchange): Form 1095-A
- Received an Economic Impact Payment in 2020 (Stimulus)