Tax season is busy at our Newark office, and the people who get out fastest are the ones who walk in with the right paperwork.
Here is what to bring:
Photo ID for everyone on the return. A driver's license, state ID, or passport works. If you are filing jointly, your spouse needs one too.
Social Security cards or ITIN letters for yourself, your spouse, and every dependent. The IRS rejects returns when a name does not match the number on file, so we copy these directly from the card.
Every W-2 from every employer last year, even short jobs. If you switched jobs in the middle of the year, you should have at least two.
1099 forms. 1099-NEC if you did contract work, 1099-MISC for rental or other payments, 1099-INT or 1099-DIV from your bank, 1099-G if you received unemployment.
Last year's tax return. We use it to carry forward credits and check that nothing changed unexpectedly.
Childcare receipts with the provider's EIN, college tuition 1098-T forms, and mortgage interest 1098 forms if you own.
Bank routing and account numbers if you want direct deposit. Refunds arrive in roughly two weeks that way, versus six to eight by paper check.
If you are missing something, come in anyway. We will start what we can and finish the rest by phone or upload.
