DOCUMENTS AND FORMS

What to Bring with you:

[Please bring all documents as printed copies (hard copies) not as screenshots, emails, or online documents.]

• Social Security Cards (or ITIN cards or ITIN letters) for all members of the household.

• Picture Identification for taxpayer (and spouse, where applicable).

• Proof of all income including W-2 and 1099 forms, and self-employment records.

• Expenses related to self-employment including Uber, LYFT, etc. reports.

• Un-employment statements - 1099-G

• Education statements – 1098-T

• Donations (cash and goods) to churches or charities (even if you are not itemizing your deductions).

• Qualified contributions to AZ schools and non-profit organizations (QCOs and QFCOs).

• Deduction Information such as home mortgage statements, medical expenses, and auto registrations.

• Childcare expenses, including record of payment with name, address, and tax ID# of childcare provider.

• Records of stock transactions including reports which contain the cost basis of stocks sold.

• Health Insurance Information – Form 1095-A – if you have insurance from the Affordable Care Act (HealthCare.gov)

• Stimulus Payment Letters – IRS Notices 1444, 1444-b, 1444-c for 2020 and 2021- if available.

• IRS Letter 6475 – stimulus payment information for 2021 – if available.

• Advance Child Tax Credit payments received – IRS Letter 6419 for 2021 - if available.

• Prior year tax returns, if available (federal and state) if available (these are not required but may be useful).

• Direct Deposit Information – bank routing and account numbers.

• Any letters received from the IRS or a state Department of Revenue.