FAQS

Use the checklist below to find the tax documents and forms you will need to get started.

Personal 

Tax Identification Numbers are a must. All taxpayers will need the following to file their taxes.

•  Your Social Security Number or Tax ID number and Date of Birth
•  Your Spouse’s Full Name, Social Security Number or Tax ID number, and Date of Birth
•  Information about your Stimulus Payment 
•  Bank Routing and Account numbers to receive your refund by direct deposit or pay your Tax Filing fees

Dependent(s) Information

Parents and caregivers should gather this information as they review what they need to file their taxes.

•  Social Security Number or Tax ID Number and Date of Birth
•  Childcare records (including the Provider’s Tax ID Number)
•  Income of Dependents 

Sources of Income

• Employed

  •  Forms W-2

• Unemployed

  •  Unemployment (1099-G)

• Self-Employed

  •  Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
  •  Records of all Expenses — Review Credit Card Statements and Receipts
  •  Record of estimated tax payments made (Form 1040–ES)

• Rental Income

  •  Records of income and expenses

• Retirement Income

  •  Pension/IRA/Annuity Income (1099-R)
  •  Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
  •  Social Security/RRB income (SSA-1099, RRB-1099)

• Savings & Investments or Dividends

  •  Interest, Dividend Income (1099-INT, 1099-OID, 1099-DIV)
  •  Income from Sales of Stock or other property (1099-B, 1099-S)
  •  Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

• Other Income & Losses

  •  Gambling income (W-2G or records showing income, as well as expense records)
  •  Jury Duty Records
  •  Prizes and awards
  •  Trust income
  •  Royalty Income 1099–MISC
  •  Any other 1099s received
  •  Record of Alimony Paid/Received with Ex-Spouse’s Name and SSN
  •  State Tax Refund

• Home Ownership

  •  Forms 1098 or other Mortgage Interest Statements
  •  Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

• Charitable Donations

  •  Cash amounts donated to houses of worship, schools, other charitable organizations
  •  Records of non-cash charitable donations

• Medical Expenses

  •  Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

• Health Insurance

  •  Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

• Childcare Expenses

  •  Fees paid to a Licensed Day Care Center or Family Day Care 
  •  Amounts paid to a baby-sitter or provider care of your child under age 13 while you work

• Educational Expenses

  •  Forms 1098-T from Educational Institutions
  •  Receipts that Itemize Qualified Educational Expenses
  •  Records of any Scholarships received
  •  Form 1098-E if you paid Student Loan Interest

• K-12 Educator Expenses

  •  Receipts for Classroom Expenses (for Educators in Grades K-12)

• State & Local Taxes

  •  Amount of State and Local Income or Sales Tax Paid (other than wage withholding)
  •  Invoice showing amount of Vehicle Sales Tax Paid and / or Personal Property Tax on Vehicles

• Retirement & Other Savings

  •  Form 5498-SA showing HSA contributions
  •  Form 5498 showing IRA contributions
  •  All other 5498 series forms

April 15, 2021

How do I check the status of my Refund?

Click on Where’s My Refund at the top and you will be redirected to the IRS Where’s My Refund? secure site and asked for the following information:

• Social Security Number
• Filing Status
• Refund Amount shown on your Tax Return

Once you provide your information, you’ll see your IRS refund status in the tax refund tracker.