WHAT DOCUMENTS DO I NEED?

PLEASE READ THE LIST BELOW TO MAKE SURE YOU HAVE WHAT YOU NEED. Keep in mind, your situation may or may not require all of these, but always send us anything from the IRS or that had “Important Tax Document” on the envelope.

  • Current Photo Identification such as a driver’s license, Mass ID, Passport for all adults listed on the return.
  • Social Security cards for you, your spouse and dependents. An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number. You must have a copy of your Social Security card for everyone on your return.
  • Proof of foreign status, if applying for an ITIN.
  • Birth dates for you, your spouse and dependents included on the tax return.
  • If you received the Advanced Child Tax Credit in 2021, you will receive Letter 6419 from the IRS that is needed to reconcile your credits you received. In some cases, if you did not receive all the credit you were entitled to, you will be able to claim that.
  • Wage and earning statements (Form W-2, W-2G,1099-R,1099-Misc, 1099-NEC) from all employers.
  • 1099-G Unemployment paid to you form.
  • Interest and dividend statements from banks (Form 1099).
  • A copy of last year’s federal and state returns, if available – and if we did your taxes before, we may be able to access these.
  • Proof of bank account routing and account numbers for direct deposit such as a blank check or form from your bank.
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be available to sign the required forms. Let us know if this is a problem.
  • Total amount you paid for a day care provider and the day care provider’s tax identifying number such as their Social Security number or business Employer Identification Number. This also applied to individuals that are your dependent and require care so you may work, or go to school, or in some situations, while looking for work.
  • If you attended a college, university or training programs where you had expenses (A 1098-T form, receipts for books or other necessary supplies for attendance).
  • If you have a small business, or work as a private or independent contractor and you receive a 1099-NEC or 1099-MISC you should have a list of expenses that you can support with receipts. We do not need to see your receipts, we need just to provide a list of the expenses, what they were for, when they was used, and the amounts. PLEASE BE SURE YOU DO HAVE RECEIPTS and keep them in the event the IRS has questions.
  • FEDERAL AND STATE Health Insurance Forms and copies of your health insurance cards: Health insurance information is often confusing. Insurance forms were sent out to insured people by the end of January. If you, or a member of your family had health insurance in 2020, you will get some tax documents in the mail. You can visit this site: MA HEALTH CONNECTOR to get more information. Last year, several families stated they only had MASS HEALTH, and because they did not provide the correct form, their refunds were delayed. Be sure to check what documents you expect so we can be sure your refund is not delayed at all. People are confused because they might receive Federal forms and State (Massachusetts)forms. The MA HEALTH CONNECTOR page has information that will help. You may receive any of the following forms: 1095-A, 1095-B, 1095-C, and a 1099-HC, keep in mind some dependents may receive their own forms as well. Not having these required documents will delay your refund by several weeks to months and you will need to obtain the form. Check and be sure if you have received an advanced credit to help with paying for your health insurance.
  • Copies of income transcripts from IRS and state (not usually required), if applicable.
  • Any lottery winnings (W2-G), lottery taxes, or gambling casinos winnings you have to report.
  • The amount of any cash earnings (even if you worked “under the table”) that you must report. You must report all income you earn, even if you are not provided a tax form.
  • If you rent an apartment and live in Massachusetts, please be ready to provide the amount you paid for rent, how many months you paid rent, and the name and address of your landlord. If you have roommates that share in the rent, you must claim only the amount you actually paid.
  • If you own a home, please provide your 1098 Mortgage form which has the amount of mortgage interest and any other deductible items. You should also provide your water and sewer information if you are over the age of 65 and a resident of Massachusetts.
  • Senior Citizens (Over the age of 65) who rent or own a home, may qualify for the Senior Circuit Breaker Credit, which is worth up to $1,170.00 – even if you do not need to file a Federal Tax Return. You must be a Massachusetts resident, and own or rent your home. We will need the same items regarding mortgage interest, property tax paid, and water and sewer amounts paid.
Finally, if you receive any document in the mail, that indicates it is a TAX related document, please let us know.