01/08/2024
Get Ready To File Checklist
✅Current Unexpired ID or DL
✅Dates of Birth a& Social Security Cards for Self & Dependents
✅Routing & Account Numbers to Received Refund by Direct Deposit (Bank Info)
✅Identity Protection PIN # (N/A Unless IRS Issues You One)
✅1098 Mortgage Interest Statement
✅1098-T If You Attended College or University
✅Childcare Expenses (plus EIN or SSN of Childcare Provider)
Employed
✅w2's for all Jobs You Worked in 2023
Unemployed
1099-G Unemployment
Self-Employed
✅Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC
✅Records of all expenses — check registers or credit card statements, and receipts
✅Business-use asset information (cost, date placed in service, etc.) for depreciation
✅Office in home information, if applicable
✅Record of estimated tax payments made (Form 1040–ES)
Rental Income
✅Records of income and expenses
✅Rental asset information (cost, date placed in service, etc.) for depreciation
✅Record of estimated tax payments made (Form 1040–ES)
Retirement Income
✅/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)
Call or Text Candice at 815-549-7395
✅Early Season Refund Advance Loans Started Jan 2nd
✅Free Estimates going out daily (Limited Time Only)
✅No Money Upfront to File
✅Pay Out of Your Refund