What to Bring to Appointment

Attention Uber and Lyft drivers! In order to access your mileage correctly and take advantage of the different rate starting from 07/01/2022, it is important to keep accurate records of your mileage for the entire year, split into two parts: 01/01/2022-06/30/2022 and 07/01/2022-12/31/2022. Have access to your mileage log online, as well as paper logs and other mileage tracking devices, and make sure to report them split into these two parts for easy record keeping.

Basic General Information

Social security or ITIN numbers plus birth dates for everyone on your tax return
Driver’s licenses or state-issued IDs
Estimated tax payments for the year
Voided check or account and routing numbers (only for direct deposit of tax refunds)

Income and Source Document

W-2 forms from all employers
1099 forms for any freelance or contract work
Records of any self-employment income
Records of any rental property income
Records of any investment income
Records of any unemployment income
Records of any retirement income
Records of any Social Security income
Records of any alimony received
Records of any other sources of income
Records of any capital gains from the sale of personal property

Proof of Resindence for Claiming Various Child Credits

School Record or Statement
Landlord or Rental Agreement
Statment from Health and Welfare indicating kids names
Social Services Statment or record
Tuition, Form 1098, Education Realated Expenses
Childcare expenses and the provider’s tax ID number
Offical letter from emploeyment or reputable agency stating kids names and address

Healthcare

Health Insurance Marketplace Statement (Form 1095-A) if applicable (Dont forget this one!)
Health coverage statements or marketplace exemption certificate if applicable