2021 Tax Season Checklist

Everything you need to help your tax professional file an accurate tax return and get you the refund you deserve.

Important Documents You MUST Have!

These are things that every tax preparer should ask for, regardless of filing status:

• Photo ID and Social Security Card

• All official document supporting income from all sources

  • W-2, 1099, 1099-R, 1099-NEC, ect.

• Copy of prior year tax return (if applicable)

• Bank information to remit tax refund

Additional Supporting Documents

Do you have dependents | Did you attend School | Do you make contributions to an HSA

• Child Care Expenses

• Medical expenses

• Receipts for Charitable Donations

• 1098-T Education Expenses

• Property and Sales Tax Paid, etc.

It is common practice for tax preparers to ask for additional supporting documents before finalizing a return. Providing them ahead of time will help expedite the filing process.

DON'T FORGET!!

Always remember to Sign your return and ask the preparer for a PDF or Print copy!!

Also make sure the preparer sign the return with their personal PTIN (preparer tax identification number) to help protect against Tax Fraud.

Important Links

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Tax Payer Rights

https://www.irs.gov/taxpayer-bill-of-rights

Check My Refund Status

https://www.irs.gov/refunds

Economic Impact Payments

https://www.irs.gov/coronavirus/get-my-payment

Advanced Child Tax Credit Payments

https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021

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