What are the documents we need to get started on your return?

At Mabstac, LLC (wedo-taxes.com), we take the guess-work out of tax preparation and filing. For us to get started on your tax returns, you should provide us with the documents listed below.

To get started, we need the following minimum information:

  • A copy of your driver’s license or state issued ID. If you are married and filing a joint return with your spouse, please also send a copy of your spouse’s license or state issued ID.
  • A copy of your prior year Tax Return summary page (if available).
  • Copies of all W-2, 1098, 1099 and any other tax documents you received, which include mortgage statement, interest statement, state and federal tax refund statement, and college tuition and scholarship tax statements.
  • All other documents you deem necessary to help us do a thorough and accurate calculation.

The above list represents our minimum requirement to get started. However, depending on your status (student, single, married, head of household, contractor, small business etc.), more documentation may be required to do a thorough and accurate calculation; therefore, you should review our more detailed list of requirements by clicking the buttons below.

Comprehensive List of Documents:

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  • A copy of your driver’s license or state issued ID
  • Social security numbers and birth dates of persons who will be included on your return
  • Last year’s tax return (if available)
  • Bank account and routing numbers (if choosing direct deposit for your refund)
  • W-2 forms
  • 1099 forms (Interest, Independent Contractors, Cancellation of Debt, etc.)
  • 1098 forms (Tuition, Mortgage Interest, Student Loan Interest, etc.)
  • SSA-1099 (Social security benefits)
  • Rental property income and expenses
  • Investment capital gains and losses
  • Retirement account contributions and withdrawals
  • Miscellaneous income (Jury duty pay, gambling winnings, scholarships, etc.)
  • Form 1095-A (Insurance Plan Confirmation)
  • Marketplace Exemption Certificate (ECN)
  • Health Savings Account (HSA) contributions
  • Medical Savings Account (MSA) contributions
  • State and local income tax paid
  • Estimated Tax Payments made during the year
  • Prior-year refund applied to current year
  • Qualifying energy-efficient home improvements
  • Foreign bank account information (if applicable)

  • Divorce Decree
  • Alimony paid or received

  • Real estate and property tax payment information
  • Medical and dental expense totals (i.e. premiums, co-pays, prescriptions, etc.)
  • Child care totals and details (i.e. fees, provider info, etc.)
  • Adoption cost totals (records of legal, medical and transportation costs etc.)
  • Charitable donations (i.e. totals, official receipts, value of property, etc.)
  • List of casualty and theft losses
  • Job hunting expenses
  • Un-reimbursed job expenses (union dues; uniforms, supplies, travel, etc.)
  • Un-reimbursed, work-related moving expenses
  • Receipts for major purchase(s) (i.e. motor vehicle, boat, aircraft, house etc.)
  • Tax preparation fees
  • Vehicle tax and registration fees

  • Business income and expenses(send trial balance, ledger, and/or bank and credit card statements, etc.)
  • Home office expenses if you operate an office from home (send total home business expenses, square feet of home, square feet of office area, etc.)
  • Cost of assets used in business and the date you began using them in the business
  • Vehicles used in business (send mileage logs, parking/tolls paid, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

After gathering your documents, you should copy and/or scan your documents. If you need assistance copying or scanning you documents, you can do one of the following:

  1. Take pictures of your documents using your phone.
  2. Download a scanner app from the Apps Store or Google Play, and use the app to scan your documents:
      • Click the images below to access the stores:
  3. Use a traditional copier or scanner to prepare your documents.
  4. Once you have gathered the required documents, please upload or send your documents. To get more information on how to upload or send your information, visit the Upload Your Documents Page. After uploading your documents, please complete the simple questionnaire to help us better serve you. You will be required to login to complete these options.

Using our secure upload and/or secure email is the fastest way to get started.