WHAT IS THE EARLIEST DATE I CAN FILE MY TAXES?

WHEN YOU GET YOUR W-2, YOU CAN FILE YOUR PREPARED TAXES RIGHT AWAY, BUT THE IRS WILL NOT ACCEPT THEM BEFORE A PRE-DEFINED DATE.

WHEN IS THE DEADLINE TO FILE MY TAXES?

THE STANDING DEADLINE FOR PERSONAL TAXES IS APRIL 15. HOWEVER, SOMETIMES THAT DATE FALLS ON A WEEKEND OR AFTER EMANCIPATION DAY (A HOLIDAY IN DC) AND PUSHES THE DEADLINE TO AS LATE AS APRIL 18.

WHAT SHOULD YOU BRING TO YOUR TAX INTERVIEW?

BELOW IS A LIST OF DOCUMENTS TO BRING WITH YOU TO YOUR TAX INTERVIEW.
 

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• NAME

• DATE OF BIRTH

• SOCIAL SECURITY CARD /ITIN/ATIN

• LAST YEAR’S TAX RETURN

• VALID DRIVER’S LICENSE OR PHOTO IDENTIFICATION
  
  ITEMS THAT CAN PROVE DEPENDENCY ARE:

• SCHOOL RECORDS (REPORT CARDS, REGISTRATION, ETC.)

• CHILDCARE STATEMENTS

• MEDICAL DOCUMENTS (MEDICAL HISTORY, PROVIDER’S BILL, ETC.)

• FINANCIAL STATEMENTS (CHECKING OR SAVINGS ACCOUNTS, IRAS OR RETIREMENT ACCOUNTS)

• LEGAL FILINGS BIRTH CERTIFICATE
   

INCOME AND TAX INFORMATION:

• W-2’S

• INTEREST (1099-INT OR SUBSTITUTE)

• DIVIDEND SLIPS (1099-DIV OR SUBSTITUTE)

• STOCK SALES (1099-B OR BROKER STATEMENT)

• SELF-EMPLOYMENT INCOME AND EXPENSES

• SALE OF A PERSONAL RESIDENCE

• RENTAL INCOME AND EXPENSES

• SALE OF ANY BUSINESS ASSETS

• GAMBLING OR LOTTERY WINNINGS (W-2G FOR SOME WINNINGS)

• STATE INCOME TAX REFUND (1099-G)

• PENSION INCOME (1099-R)

• ESTIMATED TAXES PAID

• SOCIAL SECURITY OR RAILROAD RETIREMENT (SSA-1099 OR RRB-1099)

• IRA OR 401(K) DISTRIBUTION (1099-R)

• UNEMPLOYMENT COMPENSATION (1099-G)

• MISCELLANEOUS INCOME (1099-MISC)

• INCOME FROM GIG ECONOMY – 1099K

• VIRTUAL CURRENCY STATEMENT - 1099
   

CREDITS FOR INDIVIDUALS:
 

FAMILY AND DEPENDENT CREDITS:

• ADVANCE CHILD TAX CREDIT PAYMENTS

• CHILD TAX CREDIT AND CREDIT FOR OTHER DEPENDENTS

• EARNED INCOME TAX CREDIT

• CHILD AND DEPENDENT CARE CREDIT

• ADOPTION CREDIT

• CREDIT FOR THE ELDERLY OR DISABLED

INCOME AND SAVINGS CREDITS:

• SAVER'S CREDIT (RETIREMENT SAVINGS CONTRIBUTIONS CREDIT)

• FOREIGN TAX CREDIT

• EXCESS SOCIAL SECURITY AND RRTA TAX WITHHELD

• CREDIT FOR TAX ON UNDISTRIBUTED CAPITAL GAIN

• CREDIT FOR PRIOR YEAR MINIMUM TAX

 

HOMEOWNER CREDITS:

• RESIDENTIAL ENERGY EFFICIENT PROPERTY CREDIT

• PLUG-IN ELECTRIC DRIVE VEHICLE CREDIT AT A GLANCE

HEALTH CARE CREDITS:

• PREMIUM TAX CREDIT

• HEALTH COVERAGE TAX CREDIT

EDUCATION CREDITS:

• AMERICAN OPPORTUNITY CREDIT AND LIFETIME LEARNING CREDIT

 

DEDUCTIONS FOR INDIVIDUALS
 

WORK RELATED DEDUCTIONS:

• BUSINESS EXPENSES

• BUSINESS USE OF CAR

• BUSINESS USE OF HOME

• ABOUT FORM 2106, EMPLOYEE BUSINESS EXPENSES
   

ITEMIZED DEDUCTIONS:

• STANDARD DEDUCTION AND ITEMIZED DEDUCTIONS

• DEDUCTIBLE TAXES

• STATE AND LOCAL TAX DEDUCTION LIMIT

• PROPERTY TAX

• REAL ESTATE TAX

• SALES TAX

• CHARITABLE CONTRIBUTIONS

• GAMBLING LOSS

• MISCELLANEOUS EXPENSES

• INTEREST EXPENSE

• HOME MORTGAGE INTEREST

• MOVING EXPENSES

 

EDUCATION DEDUCTIONS:

• STUDENT LOAN INTEREST

• WORK-RELATED EDUCATIONAL EXPENSES

• TEACHER EDUCATIONAL EXPENSES
   

HEALTH CARE DEDUCTIONS:

• MEDICAL AND DENTAL EXPENSES

• HEALTH SAVINGS ACCOUNT (HSA)

 

INVESTMENT RELATED DEDUCTIONS:

• SALE OF HOME

• INDIVIDUAL RETIREMENT ARRANGEMENTS (IRAS)

• CAPITAL LOSSES

• BAD DEBT

• OPPORTUNITY ZONES

 

DIRECT DEPOSIT INFORMATION

PLEASE BRING A VOIDED CHECK OR HAVE THE ROUTING AND ACCOUNT NUMBERS FOR YOUR BANK ACCOUNT IF YOU WOULD LIKE YOUR TAX RETURN DIRECT DEPOSITED INTO YOUR ACCOUNT.

HOW CAN I CHECK THE STATUS OF MY REFUND?

THE 'WHERE’S MY REFUND' TOOL ON THE IRS WEBSITE PROVIDES THE MOST UP-TO-DATE INFORMATION REGARDING THE STATUS OF YOUR REFUND. THIS TOOL IS UPDATED EVERY 24 HOURS.