If your current address is different from the address your ID please let me know!

• W-2 Forms: From all employers, you (and your spouse, if filing a joint return) worked for during the 2025 tax year.

• 1099-NEC Forms: If you (or your spouse. if any) completed contract work and earned more than $600. Non-employee compensation. 

• Business Income: Accounting records for your business.   

• 1099-G: Payments from Unemployment Compensation and/or State Refunds (If any). 

• 1099-K: Reports payments you receive for goods and services through payment cards (credit/debit/gift cards) and third-party payment networks (apps like PayPal or Venmo, online marketplaces like eBay). These entities send a copy to you and the IRS by January 31st each year. 

• Rental Property Income 

• SSA-1099: Social Security benefits 

• IP PIN:  IRS Notice CP01A (Unless you voluntarily request an IP PIN or The IRS assigned an Identity Protection Personal Identification Number (IP PIN) to you, you will not have an IP PIN. The IRS IP PIN is a 6-digit number assigned to eligible taxpayers to help prevent the misuse of their Social Security number on fraudulent federal income tax returns. A new IP PIN will be generated each year.)

Miscellaneous Income: including jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts. 

• 1095 Forms: "1095-A Health Insurance Marketplace Statement" (If you obtained Healthcare through Healthcare.gov you should receive a 1095-A. This will calculate your Premium Tax Credit and it is a necessary tax document for tax preparation.)

• 1099-SA: Distributions from a Health Savings Account (If you have an amount in Box 12 of your W2 coded as “W” you should have this tax form.) 

• 1099-R: If you received a distribution of $10 or more from your retirement plan. Withdrawals from traditional IRAs and 401(k) accounts are taxable.

• 1099-C: Cancellation of Debt. If you had a debt cancelled by agreement, bankruptcy, or for another reason.

• 1098-T: Education Credits and Education costs for qualified deductions.

• 1098: Mortgage Interest Statement.

• Ad Valorem: Property taxes on real estate. (Taxes paid on vehicle purchases).

• Daycare Expense Form (Must have Daycare Name, Address, and EIN)

• Casualty and theft losses (Consult your tax preparer. Special conditions and additional criteria apply.)

• Qualified Business Expenses 

• Medical and Dental Expenses

• Charitable Contributions/Donations: Charitable donations to individuals are not deductible. 

Contributions to 529 College Savings Plan: Georgia residents are eligible for a State Income Tax Deduction. This contribution is not eligible for a Federal deduction or credit. 

Major Changes Starting in 2026 (for 2026 Tax Year & Beyond): 

• K-12/Homeschool Limit: The annual limit for K-12 expenses (including structured homeschool) doubles from $10,000 to $20,000 per student. 

• New Expenses: Funds can now cover vocational training, credentialing programs, standardized test fees, and therapies for learning differences.

1098-VLI: Vehicle Loan Interest Statement used  to report interest paid on qualifying new vehicle loans. The Auto Loan Interest Deduction is up to $10,000 in annual interest paid on loans for qualifying personal vehicles. 

• The vehicle must be new. Interest paid on loans for used vehicles or leases does not qualify for this specific deduction, which is available for tax years 2025 through 2028. 

• Purchased between 2025 and 2028. 

• Assembled in the U.S., and used solely for personal use. 

• Loan Origination Date: The loan must have originated after December 31, 2024, and before January 1, 2029.

(Some other criteria may apply. This deduction is newly enacted, and the official Form 1098-VLI is still in draft form for 2026 reporting. The IRS has provided transition relief for lenders for the 2025 tax year. If your lender does not yet have Form 1098-VLI available for the 2026 tax season, they should be aware of alternative documentation they can provide to support the deduction. I am also available to assist if your lender has questions regarding reporting requirements or acceptable documentation.)

Would you like your tax refund directly deposited directly into your bank account? If so, you will need to provide two things:

• Your bank account number

• The bank’s routing number

Please send a photo of a voided check to avoid error. 

*The Georgia Department of Revenue has changed our direct deposit policy. First time filers and those who have not filed in 5 or more years will not receive a direct deposit. GA Department of Revenue will automatically issue a paper check.