Missing Docs
Full Name
Email
*
IRS letter 6419 that states how much Advance Child Tax Credit payments you received in 2021
IRS letter 6419 that states how much Advance Child Tax Credit payments you received in 2021
Shot, dental or school records. Or public aid approval letter
Shot, dental or school records. Or public aid approval letter
Social Security card(s)
Social Security card(s)
Wage statements
Wage statements
W-2s
W-2s
Last year’s Federal and State tax return
Last year’s Federal and State tax return
Self-employment business income and expenses / 1099-NEC* / 1099-MISC* / 1099-K*
Self-employment business income and expenses / 1099-NEC* / 1099-MISC* / 1099-K*
Commissions received/paid
Commissions received/paid
Pension, retirement income/1099-R
Pension, retirement income/1099-R
Canceled Debt Amount/1099-C
Canceled Debt Amount/1099-C
Social Security income/SSA-1099
Social Security income/SSA-1099
IRA contributions
IRA contributions
Statements on the sales of stocks or bonds/1099-B
Statements on the sales of stocks or bonds/1099-B
Interest and dividend income/1099-INT/1099-DIV
Interest and dividend income/1099-INT/1099-DIV
Lottery or gambling winnings/losses
Lottery or gambling winnings/losses
States refund amount/1099-G
States refund amount/1099-G
Income and expenses from rentals
Income and expenses from rentals
Alimony paid or received
Alimony paid or received
Record of purchase or sale of residence
Record of purchase or sale of residence
Medical and dental expenses
Medical and dental expenses
Real estate and personal property taxes
Real estate and personal property taxes
State or local taxes paid
State or local taxes paid
Sales tax paid
Sales tax paid
Estimated taxes or foreign taxes paid
Estimated taxes or foreign taxes paid
Cash and non-cash charitable donations
Cash and non-cash charitable donations
Mortgage or home equity loan interest paid/1098
Mortgage or home equity loan interest paid/1098
Job-related educational expenses
Job-related educational expenses
Educator expenses
Educator expenses
Moving expenses for member of military
Moving expenses for member of military
Casualty and theft losses related to a qualified disaster
Casualty and theft losses related to a qualified disaster
Child care expenses and the provider’s name, address, SSN or EIN the expenses were paid to
Child care expenses and the provider’s name, address, SSN or EIN the expenses were paid to
Receipt(s) for qualified energy efficient home improvements
Receipt(s) for qualified energy efficient home improvements
ID/Driver’s License for anyone 18 and up on the return
ID/Driver’s License for anyone 18 and up on the return
Social Security Cards for every person on the return
Social Security Cards for every person on the return
Birth Certificates, custody agreements or court orders if you have them (the IRS is being extremely strict about this)
Birth Certificates, custody agreements or court orders if you have them (the IRS is being extremely strict about this)
Insurance Forms (1095 A, B or C) for everyone on the return (if you had insurance)
Insurance Forms (1095 A, B or C) for everyone on the return (if you had insurance)
For college and technical students current or previous (Forms 1098-T or 1098-E)
For college and technical students current or previous (Forms 1098-T or 1098-E)
Expenses if you have any (this includes childcare, business, medical, etc.)
Expenses if you have any (this includes childcare, business, medical, etc.)
Lease or utility bill if filing head of household
Lease or utility bill if filing head of household
Unemployment paperwork (1099-G Form)
Unemployment paperwork (1099-G Form)
Info that was provided on SBA (EIDL or PPP) application if applied/forgiven
Info that was provided on SBA (EIDL or PPP) application if applied/forgiven
Also provide how much money you’ve been sent in stimulus payments (if any)
Also provide how much money you’ve been sent in stimulus payments (if any)
Any Additional Information
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