Required documents to file your tax return

---

unexpired - Drivers License, State ID,or  Passport for identification

Social Security Card ~ Proof of residence (school record)

All tax forms received

~ W2~ 1099-MISC ~1099-NEC ~1099-G ~ 1099-INT ~ 1099-DIV ~ 1099-R ~ K-1 ~

Name of School and list of education expenses.

College provides form 1098-T or form 1099-Q for Education Savings

Day Care provides EIN# and address.

Depending on your coverage you will receive....

Form 1095-A  1095-B or 1095-C

This information will be needed to do a reconciliation. It is my best advice to create a login directly with IRS portal.

Name - EIN if applicable

Total receipts/invoices paid to business along with any form 1099s received.

worksheet showing business expenses - must be signed and dated.