What Do I Need To File My Taxes?

*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