What you need before you begin, for 2021 and earlier:

  • Advance child tax credit total payment amount for 2021 (if applicable)
  • 2021 3rd Stimulus amount only. (Not 2020)
  • Unemployment form 1099-G (if applicable)
  • W2’s and other taxable income statements
  • Charitable contributions
  • 2019 Return (New clients only)
  • Childcare and dependent care (name, address, tax ID)
  • Union dues: Local name and total amount
  • Unreimbursed job expenses (2017 and earlier)
  • To report business expenses, complete the “Business Expense Worksheet”

TAXPAYERS WITH DEPENDENT CHILDREN UNDER 17, READ THE CHILD TAX CREDIT INFORMATION BELOW BEFORE YOU BEGIN. 

 

Advance Child Tax Credit Payments for 2021 filers

If you received Advance Child Tax Credit payments in 2021, it is recommended that you have the total amount of payments before filing. This amount can be found on the IRS letter 6419 mailed to you. If you do not have the letter, visit irs.gov to create an IRS account or log into your existing IRS account to view your payment amounts.

Advance Child Tax Credit Payments in 2021

 

 

Get your stimulus payment amounts, for 2020 and 2021 filers.

For information about the 2020-’21 Stimulus payments, visit “irs.gov”   to create an IRS account or log into your existing IRS account to view your payment amounts.