Checklist

Your Refund Maximizer Checklist

Welcome to Zippy Tax Service! Preparing your tax return is like solving a puzzle—the more pieces we have, the bigger the refund we can build for you.

Please gather as many of the following documents as you can. The more you bring, the more opportunities we have to maximize your return.
Don't worry if you're missing something. Our expert consultants will guide you through the rest during your appointment.

 

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• 1. Personal & Dependent Information

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• This information is the foundation of your return.

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• * Valid Photo ID (for you and your spouse, if filing jointly)

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• * Social Security Cards (for you, your spouse, and all dependents)

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• * Birth Certificates (for all dependents)

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• * Proof of Dependent Residency: To claim a dependent, we must prove they lived with you. Please bring one of the following:

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•    * School, camp, or daycare records

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•    * Doctor, dentist, or hospital records

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•    * A lease agreement or landlord letter listing the dependent

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• * Childcare Provider Info: Name, address, and Tax ID Number (SSN or EIN)

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• * Alimony: If you paid alimony, we need your ex-spouse's Social Security Number.

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• 2. Income & Employment

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• Bring all records of money you earned. This includes:

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• * Work Income:

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•    * W-2 forms

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• * Self-Employment / Contractor Income:

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•    * 1099-NEC or 1099-MISC forms

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•    * Schedule K-1 (from partnerships, S-Corps)

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•    * A summary of your business-related expenses (receipts, mileage logs, etc.)

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• * Investment Income:

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•    * Interest (Form 1099-INT)

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•    * Dividends (Form 1099-DIV)

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•    * Stock or property sales (Form 1099-B, 1099-S)

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• * Retirement Income:

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•    * Pensions or annuities (Form 1099-R)

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•    * Social Security benefits (Form RRB-1099)

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• * Other Income:

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•    * Unemployment (Form 1099-G)

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•    * Gambling winnings (Form W-2G)

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•    * Alimony received

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•    * Jury duty, scholarships, prizes, etc.

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• 3. Home, Auto & Major Expenses

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• These are often your biggest sources of deductions.

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• For Homeowners:

•     Mortgage interest (Form 1098)

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•    Real estate taxes paid

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•    For Renters:

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•   Record of rent paid during the year

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•  Education:

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•    * Tuition paid (Form 1098-T)

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•    * Student loan interest paid (Form 1098-E)

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• * Automobile:

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•    * Personal property tax information

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•    * Business mileage log (if self-employed)

• 4. The "Maximizer" Documents (Don't Forget These!)

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• These items are key to finding every deduction you deserve.

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• * Charitable Donations: Receipts or written statements from charities.

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• * Medical Expenses: Summary of doctor's visits, prescriptions, and mileage.

• * Estimated Tax Payments: Records of any federal, state, or local estimated tax payments you made.

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• * Retirement Contributions: Proof of contributions to an IRA, Keogh, or other plan.

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• * Prior Year's Tax Return: This is essential, especially if you are a new client.

• Ready to Maximize?

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• Bring in your documents, and let the Refund Maximizers at Zippy Tax Service get to work for you!