Queremos hacer bien sus impuestos y conseguirle el máximo reembolso. Para poder hacer eso, necesitaremos que traiga todos los documentos necesarios.

Lea la siguiente lista y traiga todos los documentos necesarios!

Cuando sea posible, traiga el original o una copia física de sus documentos.

1. TAX ORGANIZER (to be completed before your appointment)
  • Picture ID
  • Birthdate for all persons listed on the tax return
  • Social Security card or Individual Tax Identification Number (ITIN) card or letter for all persons listed on the tax return
  • Routing and account numbers for your savings account, checking account, and/or prepaid card
  • W-2s for each job
  • 1099 forms for retirement, Social Security, unemployment, interest, dividends, stock sales, and miscellaneous income
  • Year-end amounts for MFIP, SSI, MSA, GA, veterans benefits, workers' compensation
4. Education and Child Care Credits
  • Record of educational expenses you paid for your children in grades K-12
  • Tuition expenses paid for you or your child to attend a college or university (Form 1098-T)
  • Student loan interest statement (Form 1098-E)
  • Child care expenses: Provider name, address, tax ID, or Social Security number
5. Property Tax Refunds and Deductions
  • Homeowners: Mortgage interest and real estate taxes paid in 2021, and the 2022 Property Tax statement mailed by the county in March
  • Renters: Certificate of Rent Paid (CRP)
  • Mobile home owners: All of the above documents
6. Additional Documents
  • Previous year's tax return
  • Verification of health insurance if purchased through MNsure (Form 1095-A)
  • Advanced child tax credit letter
  • Economic impact payments
  • Record of charitable donations