- Please bring last year’s tax return in hard copy form or pdf it to us., in addition to the basic documents necessary for tax return preparation. If you make an in person appointment, please send us your 2020 tax information at least a few days before your appointment, if possible
- 1099-INTs for Interest Earned
- 1099-DIVs for Dividends Earned
- 1099-B for Stock Sales
- 1098s for Mortgage Interest Paid
- Real Estate Taxes Paid
- Total Child Care Paid including Name of Child Care Provider and Federal Identification Number, Children Attending College – 1098T for Tuition Paid, you may have to log in to your student’s account and print this
- If you collected unemployment, be sure to bring your 1099-G.
- If you collected NJ Unemployment, you will have to log in to your account and print your 1099-G.
- If you bought, sold or refinanced your home, bring your settlement sheet(s).
- Exact amount of your stimulus check, if you received one.
- Have a new baby or dependent? Name, Date of Birth and Social Security Number.
- If a tax payer has passed away, be sure to bring the Short Certificate.
NEW this year
- Recovery Rebate Credit: Taxpayers may be eligible to claim the Recovery Rebate Credit on their tax year 2020 federal income tax return if:
- they didn’t receive an Economic Impact Payment, or
- their Economic Impact Payment was less than $1,200 ($2,400 if married filing jointly for 2019 or 2018), plus $500 for each qualifying child they had in 2020.
If a taxpayer didn’t receive the full amount of the Economic Impact Payment for which they were eligible, they may be able to claim the Recovery Rebate Credit when they file in 2021.
Interest on refunds taxable: Taxpayers who received a federal tax refund in 2020 may have been paid interest. Refund interest payments are taxable and must be reported on federal income tax returns. In January 2021, the IRS will send Form 1099-INT to anyone who received interest totaling $10 or more.
Charitable deduction changes: New this year, taxpayers who don’t itemize deductions may take a charitable deduction of up to $300 for cash contributions made in 2020 to qualifying organizations. For more information, read Publication 526, Charitable Contributions.