Below is a general list of information that is needed to prepare a basic, personal tax return:
Legal name(s), Birthday(s), Social Security Number(s), and mailing addressForms W-2, Wage, and Tax StatementForm 1099-MISC, Miscellaneous IncomeForm 1099-INT, Interest IncomeForm 1099-NEC, Nonemployee CompensationForm 1099-G, Certain Government Payments; like unemployment compensation or state tax refundForm 1095-A, Health Insurance Marketplace StatementsAny other documentation that supports incomeIf you or someone you know needs help with tax preparation, please feel free to contact me at cstevens@numbercruncherllc.tax or 702-469-9426
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