¿Estás listo para declarar tus impuestos? ¡Genial, porque nuestros voluntarios certificados por el IRS están listos para usted!
To ensure you have everything you need for your appointment, it’s important to make sure you have all your necessary documents ready to go. We’ve made it easy by putting together a list of everything you’ll need (including some important NEW things), so you know EXACTLY what to gather and bring with you to file your taxes!
Número de Seguro Social (SSN) o Número de Identificación Personal del Contribuyente (ITIN)
¡No asuma que tiene estos números memorizados! Es mejor tener estos números escritos para verificar que los números en la declaración de impuestos sean correctos. Esto ayudará a evitar cualquier retraso.
Cuenta Bancaria y Números de Ruta
Los necesitará para un reembolso de depósito directo, que es la forma más rápida y segura de obtener su dinero. Esto significa que no tendrá que esperar a que su reembolso llegue por correo y garantizará la seguridad de que su cheque no se perderá, no será robado ni será devuelto al IRS por no poder ser entregado.
Documentos de Ingresos (por ejemplo, formularios W-2, formularios 1099)
If you held a job during the last year, you should have a W-2 or 1099 form. W-2s are generally issued from employers, and you should receive one from each employer you worked for in the past year by January 31st. If you were unemployed, self-employed, retired, or working in the gig economy during 2024, you should have received a 1099 form from a bank, your employer, or some other issuing agency. If you were self-employed, you’ll likely be responsible for estimating your tax payments yourself, so be sure to do that in advance.
Si tiene otros documentos de ingresos o registros de transacciones de moneda virtual, ¡Asegúrese de traerlos también!
1095-A o Declaración del Mercado de Seguros Médicos
These forms are related to your health insurance, and you should have one of these documents if you had health insurance for any portion of 2024. By bringing these forms with you, you’ll be much more likely to take a premium tax credit (or reconcile advance payments of the premium tax credit).