Here’s a list of documents you will need to help ensure we file taxes correctly.
Bring all documents below.
Photo ID (state or passport)
Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
Birthdates for you, your spouse, and dependents on the tax return
Bank account and routing number or a voided check for direct deposit of your refund
2020 tax return (if you have it). If you filed last year with A&W Tax Services, we do not need a copy.
Bring all documents that apply.
W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
1099-NEC and/or 1099-K
Records of income not reported on 1099 forms
Records of expenses including receipts, credit statements, etc.
Record of estimated tax payments
SSA-1099 form for Social Security benefits
1099-R for pension/IRA/annuity income
1099-G for unemployment benefits
Other sources of income
1099-G for any refunds of state/local income taxes
1098-T for any scholarships/fellowships
1099-R for disability income
Income or loss from the sale of stocks, bonds, or real estate
Income or loss from rental property
Statements for prizes or lottery/gambling winnings
Interest and dividend statements from banks
Records for any other income
You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.
Retirement contributions, including a 401(k) or IRA
State and local taxes you’ve paid
Mortgage statements and property tax bills if you are a homeowner
College tuition (1098-T) and student loan statements (Form 1098-E)
Childcare expenses, including provider’s address and federal tax ID number
Receipts for charitable donations
Medical and dental bills
Records for supplies used as an educator
Other Tax Documents or Notices
IRS Notice 1444 and/or 1444-B for your Economic Impact Payments (also known as stimulus checks)
Form 1095-A if you had coverage through the Health Insurance Marketplace
Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”