7 Days of TaxMas Tax Tips!

Day 7: What do you need to file your taxes?

Welcome to Day 7 of our 7 Days of Taxmas Tax Tips! Today our topic of discussion is all about understanding what exactly you need to file your tax return. Being proactive instead of reactive when filing your taxes is a great way to make the filing process much easier and quicker.

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Basic Personal Information Needed: 

• Valid State Issued ID for Taxpayer and Spouse (if applicable)

• Social Security Card (taxpayer, spouse, dependents)

• 2022 & 2023 Tax Returns (business and personal)

• ID Pin for each individual filing (if applicable)

• Proof of Dependency (Birth/Adoption Certificate, School Record, etc)

• Voided check for Direct Deposit if applicable

• 1095A form from the Healthcare Marketplace

Income Information :

• W-2 Forms (income from employment)

• 1099-NEC (nonemployee compensation)

• 1099-DIV (income from dividends

• 1099- INT (income from interest)

• 1099-R (retirement or IRA payouts)

• 1099-C (cancellation of debt)

• 1099-G (unemployment compensation)

• 1099-S (sale of property income)

Deduction & Credit Documentation

• Child & Dependent Care expenses

• Education expenses

• Adoption expenses

• Mortgage interest

• Points paid towards mortgage interest

• Medical, Dental, Vision Expenses

• Charitable Contribution receipts

• Real Estate Taxes Paid

• Personal Property Taxes Paid

• State & Local Taxes Paid

• Energy Efficient Improvements to home receipts (Windows, doors, HVAC, Water Heater, Solar Panels)

• Assets/Equipment

• (Depreciation/Carry-forward)

• Vehicle, Real Estate, Personal Property, Machinery, List of any sold Assets

Get Expert Assistance:

Have questions about your tax situation whether you're wondering if you may owe or if you may get a refund then Mastermind Tax and Financial Services can help. Our team can help guide you through your finances to give you a projection on how much you may owe or may get back through our done for you Tax Review service.

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Felecia Jester,
Owner

Mastermind Tax and Financial Services 

Virtual Office

Atlanta, GA 30337

404-301-5591 ext. 701

Office Hours: 

Tuesday-Thursday 10am-7pm 

Friday and Saturday 10am-2pm

https://mastermindtaxfs.com/

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