Information for 2020 Taxes
Information Needed for 2020:
All clients will need the following documents which are available by pick up, calling office or email office.
*A signed tax engagement letter
If you are claiming any of the following credits, you will need the specific worksheet.
*Education credit worksheet
*EIC/Head of Household worksheet
Returning clients may request a 2020 tax organizer by calling or emailing the office. We will also need the amount of Economic Impact Payment (stimulus) you received.
In addition to the above documents, we will need your basic information including name, address, date of birth, a copy of your social security card and a copy of your drivers license. Also, a copy of your previous two years tax returns and any documents needed for tax preparation. Examples include:
Name, date of birth and a copy of social security card for any dependents
Form W2s, Form 1099s, Form 1099Rs, SSA 1099s; any interest/dividend/capital gain income information
Mortgage interest document, property taxes, local taxes, medical expenses, and charitable donations
Business income/expenses related to your entity type
Student loan interest, educator expenses; IRA contributions for 2019;