What to Bring as a New Client

To help save you time and money, review the following list as you prepare for your tax interview at Fast Refunds Tax Services.

 

If available, bring the applicable items from this list to help us prepare a tax return that results in the largest allowable refund for you.

Forms of Identity

  • Social Security Card(s)

  • Driver’s License(s)

  • Dependents’ Social Security Card(s) & Date of Birth

Last Year's Information

  • Last Year’s Federal and State Tax Returns

All Income

  • Wage Statements – Form W-2

  • Lottery or Gambling Winnings – Form W-2G

  • Pension or Retirement Income – Form 1099-R

  • Interest and Dividend Income – Form 1099-INT/Form 1099-DIV

  • Unemployment Income – Form 1099-G

  • State Income Tax Refund Amount – Form 1099-G

  • Miscellaneous Income – Form 1099-MISC

  • Self-Employment Income (Non-Employee Compensation) - Form 1099-NEC

  • Commissions Received/Paid Sales of Stocks or Bonds – Form 1099-B

  • Social Security Income – Form SSA-1099

Any other income from:

  • Self-Employment

  • Farm

  • Rental Property

  • Partnerships, S Corporations, Trusts, and Estates – Schedule K-1

Potential Deductions

  • Medical, Eye Care, and Dental Expenses

  • Cash and Non-cash Charitable Donations

  • Mortgage or Home Equity Loan Interest Paid – Form 1098

  • Real Estate and Personal Property Taxes Paid

  • Lottery or Gambling Losses

Expenses from Self-Employment

  • Self-Employment Business

  • Farm Expenses

  • Rental Property Expenses

Other Potential Adjustments or  Credits

  • Marketplace Health Insurance Statement - Form 1095-A

  • Child Care Expenses & Child Care Provider Annual Statement

  • IRA Contributions

  • Health Savings Account (HSA) Distributions - 1099-SA

  • Record of Purchase or Sale of Residence (Closing Disclosure Statement)
  • Educator Expenses

On-Time Filing Deadline – April 17th, 2023

WARNING: Only claim deductions you can prove!

  • Keep Receipts

  • Have Your Bank and Credit Card Statements in Order

  • Don’t Claim Anything Your Don’t Have Record Of