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Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for.

Let us be your easy button in Skagit County.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

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Tax Preparation Checklist

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Social Security Numbers & DOB (including spouse and children)
Residential address(es) for this year
Child care provider tax I.D. or SSN and address
Dates of birth
Type of dependent relationship (i.e. son, grandson, not related, etc.)
Last year’s or most recent federal and state tax returns (if not on file)

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W-2 forms for this year
Letter 6419 – Child Tax Credit letter
Letter 6475 – 3rd COVID-19 economic impact payment letter
Any other tax credit information for 2021
Form 1099- G: Tax refunds and unemployment compensation
Form 1099-NEC and/or 1099-MISC: Miscellaneous income including rent
Form K-1: Partnership, trust, and S-Corporation income
Form 1099-R: Pensions, annuities, retirement or profit-sharing plans, IRAs, etc.
Form 1099-B: Brokerage Statements
Form SSA-1099/1042S: Social Security benefit statement
Form 3922: Transfer of Stock options exercised
Alimony received (including payer’s SSN) if divorce finalized prior to 1/1/2019
Jury duty pay
Form W-2G: Gambling and lottery winnings
Prizes and awards
Scholarships and fellowships
Cryptocurrency sales (including coin-to-coin trades) – report of any cryptocurrency activities

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All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)

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Residential address(es) for this year
Form 1098: Mortgage interest
Form 1099-S: Sale of your home or other real estate
Second mortgage interest paid (if you don’t rent that property or rent it only under specific conditions — check with us)
Real estate taxes paid
Rent paid during tax year
Settlement statement for any real estate purchased or sold during the year
Moving expenses (if active military and moving for new orders)
Reimbursements for moving (counts as ordinary income)
Personal property tax information

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Gifts to charity
State and local income taxes
Retirement plan contributions
Medical expenses
Casualty or theft losses
Other miscellaneous deductions
Educator expenses

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Energy improvements

Form 1098-T: Education expenses (tuition and fees)

Adoption expenses

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Form 1099-INT & 1099-OID: Interest income statements
Form 1099-DIV: Dividend income statements
Form 1099-B: Proceeds from broker transactions
Form 1099-R: Retirement plan distribution
Capital gains or losses

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Auto loans and leases (account numbers and car value) if vehicle used for business
Form 1098-E: Student loan interest paid
Early withdrawal penalties on CDs and other fixed time deposits
PPP loan (or multiple PPP loans) – date(s), amount(s) received, and any forgiveness received for the debt
EIDL grant — date and amount received
EIDL loan — date, amount received, and current balance due

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Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
Unreimbursed expenses and mileage related to volunteer work
Health insurance information (Form 1095-C for Employer-Provided Health Insurance Offer and Coverage)
Education expenses (tuition and fees)
Childcare expenses
Job-hunting expenses
Investment expenses
Form 1099-SA: Medical Savings Accounts and Health Savings accounts
Adoption expenses
Alimony paid (including payee’s SSN) if divorce finalized prior to 1/1/2019

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Personal property tax information
Department of Motor Vehicles fees (only if including sales or property tax)
Sales tax on purchase

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Estimated tax vouchers for the current year
Self-employment income
Self-employment SEP plans, Simple IRA
Self-employed health insurance (do not include COBRA)
K-1s on all partnerships
Receipts or documentation for business-related expenses
Farm income and expenses
Rent income and expenses
Number of days you were unable to work due to COVID or due to symptoms of COVID, including time while waiting for test results (do not include days reimbursed by an employer)
Number of days you were unable to work due to caring for a family member who was quarantined due to COVID-19 or caring for a child due to the closure of a childcare facility/school

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What our Clients are saying

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