What's Needed to File

PERSONAL INFORMATION:

The IRS needs to know exactly who's filing and who is covered in your tax return. To do this, you will need Social Security numbers and dates of birth for you, your spouse and dependents for the current filing year. Any new dependents?
A copy of the front of the taxpayer(s) drivers licenses (and back as well if New York State).

OTHER CRITICAL INFORMATION:

Direct deposit information—routing and account numbers, bank name (if you wish to direct debit/deposit amounts payable/due to you).
The total separate amounts of all stimulus money received (if none, please indicate zero. An inaccurate accounting may lead to delayed refunds or IRS notices)
The total amount of Advanced Child Care Credit received throughout the year. The IRS letter summarizing the amounts received would be helpful.
Indicate if owner of foreign bank account, provide information—location, name of bank, account number, max value of account during the year
Indicate if you bought/sold or received as compensation any cryptocurrencies.
List the total amount of charitable contributions
List any estimated tax payments made. This would be vouchers mailed or online payments made to the IRS or state.

COMMON SOURCES OF INCOME:

W2s
1099-NEC if you are self-employed and received $600 or greater from a client. If you are self-meplyed, please see additional items needed here: Self-employed
1099-DIV if you received dividends
1099-INT if you received interest
1099-G if you received money or benefits from the government
1099-K if you made third-party credit card transactions
1099-R for distributions from a retirement plan, IRA, pension, annuity, etc.
1099-MISC
SA-1099 for social security benefits
K-1s for any ownership in passthrough entities
A listing of rental income and expenses

COMMON DEDUCTIONS AND MORE:

Home Ownership

Charitable Contributions

Totaled amount of cash and checks (no other detail needed, just the single number total)
Receipts for non-cash contributions (i.e. clothing, household goods)
Miles driven for charitable purposes

Medical

Amounts paid for doctors, dentists, eyeglasses, hearing aids, prescription medicine
Amounts paid for health insurance
Amounts paid for long-term care insurance
Form 1095-A if a participant of Marketplace health insurance exchange

Childcare

Expenses paid for the care of a child under 13
Please provide:
- Name of provider
- Tax ID# of provider
- Amount paid to provider for each child
- Address of provider

Education

Retirement

Mirras, Jacoby, Kiran & Hatgistavrou, Inc.