Please bring ALL the documents listed below that you may have received or risk multiple trips to get your tax return completed:
- Photo ID – Driver’s license or another government-issued photo ID.
- Social Security Card – For you, your spouse, children and ALL dependents.
- 1095-A Form – For health insurance through the Marketplace – Affordable Care Act (Obamacare)
- Prior year Tax Return Copies – We CANNOT “look up” information for you. You will need to contact IRS directly yourself
- Social Security Statement – Form SSA-1099.
- Documents for all income and payments you received or made:
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- SSI Statement – Disability payments if you are disabled.
- W-2’s from all employers.
- Gambling winnings (W-2G)
- Pension, IRS and/or annuity statements (1099-R) – If any of these statements are missing, the IRS will impose interest and penalties if they are not reported.
- Unemployment income or tax refunds (1099-G).
- Any other 1099 Forms (there are many types) – from interest, dividends, part-time work, stock sales, etc.
- Self-employment income or any other income, even if undocumented or part-time.
- Letter 6419 Advanced Child Tax Credit payments received
IF YOU PLAN TO ITEMIZE DEDUCTIONS, bring
- List and total of all medical expenses not paid by insurance – only the part that exceeds 7.5% of your Adjusted Gross Income is deductible.
- Property tax and other taxes paid (auto registration, sales tax on auto, boat or other large purchases)
- Total charitable contributions paid in cash or check, and an itemized list.
- Receipts of donated items.
- Dependent care provider’s name, address and SSN or ID Number and receipts showing total amount paid.
- List and total for other allowed deduction.
IF YOU WANT THE MI “HOMESTEAD PROPERTY TAX CREDIT” OR RENTER’S CREDIT, bring
- Property tax bills – showing assessed value and receipts showing taxes
- Rent receipts and total rent paid for the year.
- Name and address of landlord.
- If you live in co-op housing or partially subsidized housing, bring your letter from the co-op showing your taxable value and your rental agreement.
IF YOU WANT THE MICHIGAN HOME HEATING CREDIT, bring
- Total heating cost for the year – usually shown on the most recent December or January utility bill.
OTHER TAX FORMS AND LETTERS YOU MAY NEED TO BRING:
- Identity theft PIN number and letter from IRS – if you have had a tax ID theft in the past.
- Education scholarship form – 1098-T and other documents showing expenses paid.
- IRS or MI tax letters you received in the last year.
- Estimated tax paid – if you made payments yourself.
IF YOU WANT REFUNDS DIRECTLY DEPOSITED INTO YOUR BANK ACCOUNT, bring
- Blank check showing bank routing and account numbers. (Deposit slips cannot be used.)
SOME ITEMS ON A TAX RETURN WE CANNOT DO:
- Rental income from a home or part of your home or a second home.
- Business or self-employment income where there are expenses greater than $25,000, a loss, cancellation of debt, depreciation or there are employees (even part-time employees)
- Moving expenses
- Income tax for ministers or military personnel
- Certain other complex tax issues, such as Schedules K-1 that include more than interest and dividend income.
- Married filing separately without copies of spouse social security card, identification copy, income information, and knowledge of whether spouse is itemizing or taking the standard deduction.
NEW STARTING TAX YEAR 2025
The IRS has added a new, mandatory 6-week delay on mailing refund checks to the typical three-week return processing time to encourage direct deposit. Be sure to bring your banking account and routing information.
If you need to open a low-cost bank account, you might consider this State of Michigan information: https://www.michigan.gov/difs/consumers/mi-open-account or the QR code below:
