Get Ready to Succeed with Clarity Tax Relief

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• Social Security Number or Tax ID number
• Spouse's full name, Social Security Number or Tax ID number, and date of birth
• Routing and account numbers (if you decide to receive tax refund via direct deposit)
• Identity Protection Pin (only if the IRS has issued one to you, your spouse, or dependent)

It is recommended that parents and caregivers gather this information as it will be needed per dependent.

• Dates of birth, social security numbers, or tax ID numbers
• Childcare records, along with the provider's tax ID number, if applicable
• Income of dependents, including other adults in your home
• Form 8332 (if applicable)

Employed

• W2 Forms

Unemployed

• Form 1099-G

Self-Employed

• Forms 1099, Schedules K-1, income records
• Records of all expenses (bank statements, CC statements, and receipts)
• Business-use asset information
• Office in-home information (if applicable)
• Form 1040-ES, estimated tax payment records

Rental Income

• Income and Expense Records
• Rental asset information for depreciation
• Form 1040-ES, estimated tax payment records

Retirement Income

• Pension, IRA, annuity income (1099-R)
• Traditional IRA
• Social Security, RRB income: SSA-1099, RRB-1099

Savings & Investments or Dividends

• Income from sales of stock or other property (1099-B, 1099-S)
• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Heal Savings Accounts and long-term care reimbursements
• Expenses related to investments
• Transactions involving cryptocurrency
• Record of estimated tax payments made

Other Income & Losses

• Trust income
• Jury duty records
• Gambling income
• Royalty income 1099-MISC
• State tax refund
• Prizes and awards
• Hobby income and expenses
• Payment Card and Third party Network Transactions (1099-K)