- Photocopy of the social security of the Taxpayer of both parents.
- Photocopy of both parents’ driver’s license.
- Residence address of the parents.
- A photocopy of a check showing the name of the bank, Routing Number and account number.
- Forms W2-1099 1099-int.
- If you have children, copy of the social security or birth certificate.
- Form 1098 if you own a home.
- On a sheet, place the model of the car, the year of purchase, color, number of miles it has traveled, gasoline cost, maintenance, insurance cost, and license plate renewal cost.
- Virtual currency transaction records and income documents.
- Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments of the premium tax credit for marketplace coverage.
- Letter 6419, Total Amount of Advance Payments of the Child Tax Credit in 2021, to reconcile advance payments of the Child Tax Credit.
- Letter 6475, Your 2021 Economic Impact Payment, to determine your eligibility to claim the Rebate Recovery Credit.
- For new clients, you must send copies of last year’s statement
