What to Bring for Your Tax Filing Appointment
At ZenBridge Solutions, we aim to make your tax filing process smooth and stress-free. To ensure we can efficiently prepare your tax return, please bring the following documents and information to your appointment.
Personal Information for Each Family Member:
- Full Name
- Date of Birth
- Social Security Card, ITIN, or ATIN
- Last Year’s Tax Return
- Valid Driver’s License or State ID
Income and Tax Documents:
- W-2 Forms (Wage and Tax Statement)
- Interest Income (1099-INT or equivalent)
- Dividend Slips (1099-DIV or equivalent)
- Stock Sales and Capital Gains/Losses (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Business Asset Sales
- Gambling or Lottery Winnings (W-2G for certain winnings)
- State Tax Refunds (1099-G)
- Pension and Retirement Income (1099-R, SSA-1099, RRB-1099)
- IRA or 401(k) Distributions (1099-R)
- Non-Employee Compensation (1099-NEC)
- Unemployment Compensation (1099-G)
- Miscellaneous Income (1099-MISC)
- Estimated Tax Payments
Deductions and Adjustments:
- Medical and Dental Expenses
- Real Estate and Personal Property Taxes
- Mortgage Interest Statements (Form 1098)
- Charitable Contributions (cash and non-cash donations)
- Employee Business Expenses
- Gambling Losses (must have documen
- tation)
- Moving Expenses (if applicable)
- Traditional IRA Contributions
- Higher Education Expenses (tuition, books, supplies)
- Educator Expenses (for teachers and eligible educators)
- Student Loan Interest Paid (Form 1098-E)
Tax Credits:
- Child Care Provider Information (Name, Address, EIN, or SSN)
- Adoption Expenses
- Retirement Savings Contributions Credit
Having these documents ready will help streamline your tax filing experience and ensure we maximize your eligible deductions and credits. If you have any questions or need assistance gathering your paperwork, ZenBridge Solutions is here to help.