Michael Convey CPA

Bring all documents below.

Photo ID

Name, address, Social Security number and date of birth for you, your spouse, and dependents on the tax return

Child Care Provider, Name, Address, Tax ID & amount paid

Bank account and routing number or a voided check for direct deposit of your refund

Prior year tax return (new clients)

Income

Bring all documents that apply.

Employment Income
W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)

Business Income/Self-Employment Income
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

Retirement Income
SSA-1099 form for Social Security benefits

1099-R for pension/IRA/annuity income

Unemployment Income
1099-G for unemployment benefits

Other sources of income
1099-G for refund of state/local income taxes

1098-T for 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

Alimony received

Statements for prizes or lottery/gambling winnings

Interest and dividend statements from banks

Records for any other income

Adjustments to Income
Alimony Payments & recipients SSN

IRA contributions

Self employed Health Insurance Premiums paid

SEP, SIMPLE and qualified plan contributions

HSA Contributions

Student Loan Interest

Moving Expenses (not reimbursed by employer)

Records of expenses including receipts, credit statements, etc.

Record of estimated tax payments

Expenses
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”