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. This helps prevent ID theft.
- Social Security Card – For you, your spouse, children and ALL dependents listed on your return.
- 1095-A Form – For those with 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 – For 2022 and each prior year for which you want to file.
- 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:
Single or married filing separately
Married filing jointly
Head of household
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.