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What to Bring Checklist 

What to bring:

  • Last years Federal and State tax returns and tax paperwork, including the Intake/Interview Sheet

  • Proof of Identification (Photo ID). For you and your spouse

  • Social Security Cards for all taxpayers and dependents on tax return. 

  • A Social Security Benefit Statement (Form SSA-1099) 

  • IRS Issued PIN if applicable.

  • A completed and sign the Intake/Interview Sheet (Form 13614-C)

  • To minimize your wait time please print the Intake/interview Sheet 

  •  Tax paperwork including items like below if applicable:

    • Wage and earnings statements (Form W-2, W-2G. 1099-R, 1099-Misc)

    • Documentation of cash income.

    • Charitable Contributions made by cash or check 

    • Interest and dividend statements (Form 1099-INT, 1099-DIV).

    • Health Insurance Market Place Statement (Form 1095-A).

    • Tuition Statement (Form 1098-T).

    • Expenses and car business mileage if you are self-employed.

    • Total paid to a daycare provider, including provider’s Tax Identification Number or Social Security Number

    • Amount of estimated taxes paid to Federal or State Government.

  • Proof of bank routing and account numbers (old or voided check)

  • Letters from IRS (including Identity Theft PIN) if applicable.

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     UNFORTUNATELY, WE CANNOT PREPARE:​

  •  State returns other than NC

  • Schedule C (Business Profit and Loss) if a loss or if expenses > $35,000 or if you have employees.

  • Schedule D (Capital Gains and Losses) for other than stocks, mutual funds, or a personal residence

  • Schedule E (Rental Property, incl VRBO, Airbnb)

  • Schedule F (Farm Income)

  • Other rental income or business income

  • 2106 (Employee Business Expenses)

  • 3903 (Moving Expenses)

  • 8615 (Minor’s Investment Income)

  • Portions of Schedules A and B that are not included in our training (Pub 4012 Page xi)

  • Schedule K-1 if it involves depreciation, deductible expenses, business income (see 4012 pg D-60)

  • Cancellation of Mortgage Debt (1099A and/or 1099C and Form 982) if not principal residence

  • Disaster Deductions or Relief

  • Taxable transactions using virtual currency

  • Certain credits (ex. EV’s, Solar, Wind, Geothermal)

  • Certain Active Military (check for restrictions) 

  • Updated 1/11/24

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