• Current picture ID
• Proof of social security number (new clients & those getting the debit card)
• Social Security cards for any new dependants
• Routing & Account Numbers for direct deposit (use check not deposit slip)

• W-2’s from each place you were employed in 2021
• W-2 G’s from any gambling winnings
• All 1099’s including (but not limited to):

1. (1099 INT/1099 DIV) Interest/Dividends earned from banks and other investments
2. (1099-NEC) Self Employment Income
3. (1099 Misc) Rental Income, Other Income, virtual currency
4. (1099-K) Credit card sales, virtual currency, gig economy
5. (1099-R) Pension, Annuity, Retirement plan distributions
6. (1099-G) Unemployment/State Tax Refund
7. (1099-B) Broker Statements (ex: sale of stocks, options, virtual curr)
8. (1099-C) Cancellation of Debt (forgiveness of debt)
9. (SSA-1099) Social Security Benefits
10. **(1099-SA) HSA Distribution/(5498-SA) HSA Contribution

**Do you have an HSA?
You will receive a form that states how much money was contributed and how much money was spent.  Please look for these forms.

• Add all income earned from self- employment or contract labor
• Separate and total all expenses incurred as a result of your self-employment income such as supplies, tools, materials, business vs personal miles driven, car expenses, etc
• CHECKLIST FOR DAY CARE PROVIDERS AVAILABLE HERE

• Medical, dental or eye care expenses including after-tax insurance premiums
• Real Estate Taxes
• Personal Property Taxes (boats, cars, trailers, etc) (MTR VEH TAX on pink slip)
• Sales Tax paid on vehicles, motorcycles, RV’s, planes & boats
• Home Mortgage Interest (Form 1098) from each mortgage if more than one
• Cash charitable contributions (Church, Salvation Army, United Way, etc)
• Non cash charitable contributions (clothing, furniture, etc)

CASH DONATIONS UP TO $300 ARE DEDUCTIBLE WITHOUT HAVING TO ITEMIZE!

• (1098-T) Tuition, deductible expenses for education (must have to claim any education credits)
• (1098-E) Student Loan interest (must have to claim student loan interest)

• Provider name, address, EIN or social security number
• Amount paid for each child

(1095-A) IF INSURANCE IS FROM THE MARKETPLACE AKA OBAMACARE
YOU MUST WAIT FOR THIS FORM.

• The 4523 N 30th office will not be open this tax season. All taxes will be prepared at our location at 4800 Dodge St
• Page & Jim will be available at our 4800 Dodge St office all tax season (by appointment)
• Hours are Monday-Saturday 9am-5pm

• Tax Preparation by Appointment Only at 4800 Dodge St (call either numbers 402-453-9999 or 402-551-1755 to set up appointment time)
• Desk extensions installed to create more space between the client and tax preparer
• Social distancing
• Sanitizing often and after each client

• The actual amount that you are eligible for is calculated on your 2020 return (some clients may now qualify that did not before)
• WE WILL NEED TO KNOW the amount you received from both the first and second payment (if any) prior to completing your 2020 return
• Knowing the amount you received prior will help prevent delays in processing your refund
• If you did not receive the correct amount of Stimulus money you will get it with your 2020 refund (or it will lesson your balance due).
• Second Stimulus Payment Issues (there was a slight hiccup when processing the 2^nd round of stimulus with some payments, particularly those that had their fees come out of their refunds)!
• IF YOU HAVE NOT RECEIVED THE SECOND PAYMENT, YOU WILL GET IT WITH YOUR REFUND
• CHECK IRS.GOV FOR PAYMENT INFORMATION