What You Need for Tax Filing
Required Docs Before Your Booking
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Common Tax Questions
All Filers Must Provide:
Valid, Government-Issued Photo ID
Proof of Soc Sec# (or ITIN #)
Proof of Income Received (see below)
Notice for W-2 Workers
Reminder: W-2 Workers May Not Claim:
Work Expenses of any kind
Moving Expenses (except Military)
Tax Return Prepration Fees
Alimony (unless it began Before 2018)
Legal Fees
Most Uninsured Losses
Certain Home Equity / 2nd Home Loans
Claiming Dependents?
Proof of each Child's SS#
Proof of Address (ex: School, Medical, Daycare, Insurance)
Proof of School/Daycare Expenses Paid (if claiming these)
Proof of Income Received
W-2 Form for each employer
1099-NEC Form for Contracted Jobs
Annual Tax Summary (Rideshare Drivers)
1099-K (Online Sales: Ebay, Amazon, etc)
Homeowners will need
Closing Statement: If Bought, Sold, Financed or Refianced in 2022
1098 Form from Mortgage Broker & each Lender/Servicer for 2022
Property Tax Bills Paid in 2022
Rental Unit Owners need
Homeowners Insurance Paid
Water Bill & Utilties Paid
Property Maintenance Expenses Paid
Property Repair Expenses Paid
Rental Unit Improvements Cost List
Rental Appliances Purchased in 2022
Total Rents Received in 2022
College / Trade Students
Form 1098-T (Tuition Statement for 2022)
Payment Ledger or Award Letter/Notice
These are typically found on the Student Portal. Contact the School's Business Office for help.
Get or Renew an ITIN
A Valid may be used as the sole-soure
No Passport? Then you'll need
Official Birth Certificate
Valid Photo ID (Matricula, Voter ID)
Medical Records if age 0 to 6
School Records if age 6 to 17