QUÉ TRAER
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.
Self-Employed: List of what to bring
1. TAX ORGANIZER (to be completed before your appointment)
- Home daycare providers: Day Care SETO Tax Year 2022
- All other self-employed: SETO Tax Year 2022
- Self-employed tax prep "Cheat Sheet": SETO Cheat Sheet Tax Year 2022
2. PERSONAL INFORMATION
- 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
3. YEAR-END INCOME STATEMENTS
- 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
