English, French & African languages · Spanish & Creole: call ahead
718-880-4485 | WhatsApp 646-852-0774 | Mon–Fri 9:30 am–7 pm · Thu until 8:30 pm · Sat 10:30 am–6:30 pm
TETEEMA GROUP LLC
TAX APPOINTMENT CHECKLIST
What to bring to your tax appointment
Bring what applies to you. Missing something? Call 718-880-4485 or WhatsApp 646-852-0774 and we’ll tell you what you still need. Coming from home? Upload your documents through our secure client portal.
ABOUT YOU
You and your family
✓ Photo ID: driver’s license, state ID or passport
✓ Social Security cards or ITIN letters for you, your spouse and your dependents
✓ Dates of birth for everyone on the return
✓ Last year’s tax return (federal and New York)
✓ Bank account and routing number for direct deposit
✓ Childcare provider’s name, address, tax ID and the amount you paid
JOB INCOME
Work and benefits
✓ All W-2 forms from every job
✓ Unemployment benefits (Form 1099-G)
✓ Social Security benefits (Form SSA-1099)
✓ Pension or retirement income (Form 1099-R)
SELF-EMPLOYED
Gig, delivery and self-employed work
✓ All 1099-NEC, 1099-K and 1099-MISC forms
✓ Income you received that is not on a 1099
✓ Business expenses and receipts
✓ Mileage log for work driving (Uber, Lyft, DoorDash and others)
✓ Home office size and costs, if you use one
NEW TAX LAW
Items for 2025–2028
✓ Pay stubs showing tips and overtime
✓ Car loan statement showing interest paid (new car bought after 2024)
✓ Proof of age for anyone 65 or older
HOME & FAMILY
Home, school and giving
✓ Mortgage interest statement (Form 1098)
✓ Property tax bills
✓ Tuition (Form 1098-T) and student loan interest (Form 1098-E)
✓ Receipts for donations to charity
✓ Large medical bills, if you have them
HEALTH INSURANCE
Health coverage forms
✓ Form 1095-A if you had a Marketplace plan (NY State of Health or HealthCare.gov)
✓ Forms 1095-B or 1095-C, if you received them
SAVINGS & MORE
Savings, investments and other income
✓ Bank interest and dividends (Forms 1099-INT, 1099-DIV)
✓ Stock or crypto sales (Form 1099-B or your records)
✓ Rental income and expenses
✓ Gambling winnings (Form W-2G)
✓ Estimated tax payments you made (federal and New York)
ITIN
Filing with an ITIN or applying for one
✓ Passport, or other accepted ID documents, for each person
✓ Your ITIN letter, if you already have one
✓ Birth certificates for children applying for an ITIN
✓ Documents in another language? We also offer certified translation
LETTERS
Letters from the IRS or New York State
✓ Any notice or letter you received this year
✓ Bring the envelope too, it shows the date it was sent
This list covers the most common documents. Your situation may need others. We’ll tell you before your appointment.
SECURE CLIENT PORTAL
File from the comfort of your home.
On your couch, on your lunch break, or after the kids are asleep: upload your documents, fill out your tax questionnaire and sign, all through our secure portal. No extra trip to the office.
Never send your Social Security number or tax documents by email, text or WhatsApp.