What documents do I need to do my taxes?
“Form you may receive by mail”
- W-2 from your employer
- 1099-MISC, for self-employments works
- 1099-INT, for bank interest from a savings account.
- 1098 Mortgage Interest, from Bank or Lenders
- 1098-T, for Tuition, from Schools institutions
- For Charitable Contributions, provide certificate of donation form the institution or receipts of the donation amount.
Proof of medical insurance coverage from your Health Care provider or insurance such as:
- 1095-A (Insurance through CoveredCA)
- 1095-B (Insurance through Medical, Medicare)
- 1095-C (Insurance through your Employer)
Additional supporting documents and information to present at the time of filing:
- Copy of your Social Security numbers for yourself, your spouse and anyone you are claiming as a dependent.
- Copy of ITIN number is you don’t have a Social Security Number,
- If you made a charitable contribution within the last year, be sure to gather receipts of your donations to turn your good will into tax-time savings.
- If you are self-employed provide supporting documents for Income and qualifying Expenses.
- If you have dependents under age 17 provide documents that support the relationship to the taxpayer and the residency of the dependent.
I didn’t make much money last year – do I still need to file my taxes?
If your Earned Income (wages, W-2s, etc.) is under the standard deduction ($12,000 for single, $24,000 for Married filing Jointly, $18,000 for Head of Household) you are not required to file a tax return for that year. However, you can still file and be eligible for a tax refund.
If you are Self-Employed and made more than $400 Income, you are required to file a Tax return for that year regardless of the standard deduction.
What other documents do I need to file my taxes return?
IRS requires taxpayers claiming Dependents to present of the following:
Medical Records, School Records, Social Services Records, Place of Worship Letter, or Doctor Letter that show dependents name, address, with dates of the year of filling or actual year date.
Also: Birth Certificate and Social Security Number card
And: Proof of Medical Insurance received
For Head of Household filing status present one or two of the following:
- Utility Bill
- Rent Receipts
- Rental Agreement Contract
- Mortgage Statements
- Property Tax Bill
Taxpayers claiming School Credits present the following:
- 1098-T Form or School Registration
- School Expenses with receipts
If you Claim Child Care, present of the following:
- Copies of receipts from the person or institution that provides the child care.
- Employer Identification Number (EIN) or Social Security Number, address and telephone number of the Institution or person that provides the child care.
Which ITINs will expire?
ITIN with the middle number 83, 84, 85, 86, 87 will expire on January 2020. Example: 000-83-0000
ITINs not used at least once for the last 3 years will also expire.
How do I renew an expiring ITIN?
- Original Passport and Utility Bill showing U.S Address
- Or Birth Certificate and Consular ID and Utility Bill showing U.S Address
- Or Birth Certificate and Foreign Voter’s Registration Card
What should I do if I’m notified that my ITIN will expire?
- If you receive notice CP-48 from IRS that you, your spouse, or your dependent’s ITIN is scheduled to expire and you will be filing a tax return that tax year
- You should begin the renewal process as soon as possible.
- You should not renew an ITIN if the taxpayer now has a SSN or if he’s qualified to receive one.