Information You Need to Bring

DOCUMENTS TO BRING FOR SCANNING or DROP-OFF – Tax Year 2022

Please bring ALL the documents listed below that you may have received or risk multiple trips to get your tax return completed:

  1. Photo ID – Driver’s license or another government-issued photo ID. This helps prevent ID theft.
  2. Social Security Card – For you, your spouse, children and ALL dependents listed on your return.
  3. 1095-A Form – For those with health insurance through the Marketplace – Affordable Care Act (Obamacare)
  4. Prior year Tax Return Copies – We CANNOT “look up” information for you.   You will need to contact IRS directly yourself
  5. Social Security Statement – For 2022 and each prior year for which you want to file.
  6. Documents for all 2022 income and payments you received or made:
    • 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.

The standard deductions thresholds for tax year 2022 are:

Filing Status

Age less
than 65

Age 65
or above

Single or married filing separately

$12,950

$14,700

Married filing jointly

$25,900

$28,700

Head of household

$19,400

$21,150

You would generally only itemize if you have significant out-of-pocket medical expense (only those that exceed 7.5% of your income), income and property taxes paid, and/or charitable deductions where the total exceeds the above limits.

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 December 2022 or January 2023 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 2022.
  • 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 K-1 Schedules.
  • 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.

 

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