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INFO FOR CLIENTS
What you need to bring with you to have your taxes prepared
- Mask(s) – Face covering for each member in your party
- Social Security Cards or Individual Taxpayer Identification Numbers (ITINs) for all family members
- Valid picture identification (like a drivers license) for taxpayer and spouse
- Both spouses MUST be present to sign return if filing a joint return
- All W-2s and 1099s (if any) for current year; this includes SSA1099 for Social Security Benefits and SSA letter for SSI benefits
- Form 1095A, B, or C Affordable Care Act health care documentation
- Form 1098T, and the college’s statement of account showing tuition paid during 2021, if claiming an Education Tax Credit
- Statement from landlord (with its address & phone) of rent paid during 2021 or paid real estate tax bill if filing for Missouri Circuit Breaker Property Tax Credit
- Proof of childcare expenses paid including the Name, address and Tax ID number of the provider
- If using direct deposit, a copy of your check for bank account to which refund(s) will be direct deposited
- If a prior identity theft victim, the January 2022 IRS letter with your IP PIN for 2021
- If a recipient of Advanced Child Credit payments, the January 2022 IRS letter with the amount received in 2021
- Copy of 2021 return if possible
Want to save time and make your visit more efficient?
>>>Download this form <<<
Complete the form online and print it at home. Bring it with you when you come to have your tax return completed.
This is a HUGE time saver!
https://www.irs.gov/pub/irs-pdf/f13614c.pdf
If possible, your returns will be filed electronically with both the IRS and the State(s).
TAP
We strongly recommend any refund be electronically deposited into your bank account.
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