Ways to Get Ready to File Your Taxes
Gather Your Tax Documents
Having all of your tax documents ready before you file will help the process go a lot smoother. Some common tax documents you may need include:
Form W-2 from employers
Form 1095-A if you purchased insurance from the marketplace
1099-NEC for nonemployee compensation
1099-G for unemployment income
If you will be filing with us this year, we will need:
Photo ID for you and your spouse
Copies of social security card(s) for you, spouse, and dependents
Birthdates for dependents
Last year’s tax return if available
Report any name or address changes to your employer
If you changed your name or address within the past year, then you must notify your employer so that they have accurate information to put on your W-2. Discrepancies between your W-2 and tax return may cause delays.
Apply for an IRS Identity Protection PIN
Starting in mid-January 2021, taxpayers can request an IRS Identity Protection PIN. This is a six-digit number that prevents someone from filing a tax return using your Social Security number. To learn more and apply, visit this page on the IRS website: Get an Identity Protection PIN (IP PIN).
Renew expiring ITINs
Some Individual Taxpayer Identification Numbers will expire before you file in 2021. To find out if yours will be expiring, visit this page on the IRS website: Individual Taxpayer Identification Number.
Ready to file? We can help! Give us a call at (360) 922-0235 to speak with one of our tax preparers. We look forward to working with you!
