Those of you for whom we have previously prepared a return don’t need to provide the personal information unless there are any changes. Here is a general list of the info we require. If you prefer us to send you a tax organizer to help gather your documents please reach out to Records@HSTaxCPAs.com.

• W-2s / 1099s / 1098s /1095s and other tax documents
• If you are a new client please provide your prior year tax return.
• U. S. state of residence
• Phone number
• Email addresses for you and your spouse (if applicable)
• Date of birth (for every person on the return including dependents)
• Copy of your IRS Notice 1444 re: Economic Impact Payment or information on the amount received if you do not have the notice
• At any time during 2020, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
• We are now required to include the taxpayer’s and spouse’s driver’s license information in the return to avoid an IRS delay in processing your return. Here’s what we’ll need for each of you:
  • Issuing state
  • License number
  • Issue date
  • Expiration date
• Any other tax related info you have: marital status, dependent(s) (SS#’s, full names, dates of birth), house expenses (property taxes, interest, indicate if you recently purchased), interest/dividend/rental income, capital gains from investments, charitable contributions (list the amounts, the organization they were contributed to, and state whether cash or property) car registration fees, etc.

For those of you overseas please also provide the following information:

• Dates overseas if you qualify for the foreign earned income exclusion
• The foreign address and city you worked in
• Indicate whether you’ve ever filed form 2555 before to take the exclusion and if so, what the last year was that you filed it
• For those of you in combat zones, please provide copies of your Letters of Authorizations (LOAs) for 2020 and as far forward as possible. If these are provided to us, we’ll provide them to the IRS to avoid interest and penalties if applicable.