Julie's Tax Service

 

What to Bring / Upload

To prepare your return accurately, please have the following available:

For New Clients

• A copy of your most recent tax return
  (Paper is fine. If you don’t have a paper copy, a secure client portal will be provided for upload.)

Identification

• Current photo ID for each adult on the return

• Social Security numbers (or cards) for all dependents

Income Documents

• W-2s for all employers

• 1099 forms for non-employee income, interest, dividends, retirement distributions, unemployment, gambling winnings, or other income
  (Examples include 1099-NEC, 1099-INT, 1099-DIV, 1099-R, 1099-G, W-2G, SSA-1099)

Health Insurance

• Form 1095-A if you had health insurance through the Marketplace
  (This form is required to reconcile your coverage on the tax return.)

Family Information

• Dates of birth for dependent children

• Childcare expenses, if applicable

If you are having prior-year returns prepared, additional documentation may be required depending on the year and circumstances.

Additional Information That May Be Needed

Depending on your situation, some of the following information may be required to complete your return accurately:

Children & Dependents

• Childcare provider name, address, and taxpayer ID (EIN or SSN)

• Adoption details (dates and qualified expenses; special needs certification if applicable)

• Proof of residency for credits such as the Child Tax Credit or Earned Income Credit

• Information for a child born during the year (name, SSN, date of birth)

• For non-child dependents: relationship, residency dates, and income

Life Events

• Date of death for a family member (death certificate required if spouse)

• IRS or state notices related to unresolved tax matters

Investments, Property & Assets

• Schedule K-1s from partnerships, trusts, or S corporations
  (Note: K-1s are often issued late—sometimes as late as March.)

• Mortgage interest statements (Form 1098), including home equity loans

• Property taxes paid on vehicles, boats, campers, or similar assets

• Sales tax paid on major purchases (vehicles, boats, etc.)

Self-Employment & Rentals

• Total income and expense breakdown for self-employed work

• Rental income and detailed expenses (repairs, insurance, taxes, interest, management fees, etc.)

Education, Debt & Other Items

• Student loan interest (Form 1098-E)

• Education expenses (Form 1098-T)

• Debt forgiveness (Forms 1099-A or 1099-C)

Multi-State Filing

• Information about work performed in other states or cities not reflected on tax forms
  (It is the taxpayer’s responsibility to disclose all filing obligations.)

This list is not all-inclusive. Additional documentation may be required after reviewing your information and conducting a client interview.