What you need to file your taxes varies depending on your situation.
Use the checklist below to find the tax documents and forms you'll need to get started.
*Forms W-2
*Form 1099-G - will only be mailed upon request by calling 888-209-8124. You can also view and print your 1099G for calendar year (and prior) on their website.
https://apps.labor.ny.gov/IndividualReg//
Detailed instructions:
https://dol.ny.gov/system/files/documents/2022/01/how-to-get-1099G-online.pdf
*Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
*Records of all expenses — check registers or credit card statements, and receipts
*Business-use asset information (cost, date placed in service, etc.) for depreciation
*Office in home information, if applicable (Cost of utilities for time spent using home office)
*Record of estimated tax payments made (Form 1040–ES)
*Pension/IRA/annuity income (1099-R)
*Social security/RRB income (SSA-1099, RRB-1099)
*Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
*Income from sales of stock or other property (1099-B, 1099-S)
*Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
*Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
*Transactions involving cryptocurrency (Virtual currency)
*Gambling income (W-2G or records showing income, as well as expense records)
*Jury duty records
*Hobby income and expenses
*Prizes and awards
*Trust income
*Royalty Income 1099–MISC
*Any other 1099s received
*Record of alimony paid/received with ex-spouse’s name and SSN State tax refund if your divorce was finalized prior to 2018.
*Form 1098 - If your mortgage was sold off to another company during the year, we will need the 1098's from each company
*Real estate and personal property tax records
*Receipts for energy-saving home improvements (e.g., solar panels, water heater, boiler, windows, exterior doors, insulation, central air, anything with a heat pump)
*Purchased Home - we will need the closing disclosure
*Cash amounts donated to houses of worship, schools, other charitable organizations
*Records of non-cash charitable donations
*Amounts of miles driven for charitable or medical purposes
*Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
*Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
*Fees paid to a licensed day care center or family day care for care of an infant or preschooler - we will need their TAX ID Number
*Amounts paid to a baby-sitter or provider care of your child under age 13 while you work - we will need their social security number
*Expenses paid through a dependent care flexible spending account at work
*Forms 1098-T from educational institutions
*Form 1098-E if you paid student loan interest
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