Tax time,
made clearer.

If you do not have last year’s return, visit the IRS Individual Online Account page and choose “Sign in or create account.” The IRS uses ID.me to verify your identity. Have a photo ID ready. Once signed in, you can look for prior-year AGI and available tax transcripts.

If you cannot create an online account, you can request a tax return transcript by mail instead. You do not need to create an account if you already have the information you need. Keep your IRS and ID.me passwords and verification codes private.

• Photo ID and tax ID information: Have identification and Social Security numbers or ITINs ready for you, a spouse, and anyone you may claim. Share these only through the secure intake process.
• Last year’s return, if you have it: It helps us see what changed. If you do not have it, we can still start.
• Prior-year AGI: Adjusted gross income is a number on line 11 of your prior-year Form 1040. It may be needed to verify an electronic filing. If your return is missing, you can look it up in your IRS account or request a tax return transcript.
• IRS Identity Protection PIN (IP PIN): If the IRS issued a six-digit IP PIN to you, your spouse, or a dependent, have the current one ready when it is time to file. Do not share it by ordinary email.
• Refund or payment account: If you want direct deposit or need to pay tax electronically, have your bank routing and account numbers ready. We will collect and confirm them through a secure process before filing.
• Your household situation: Tell us whether you were married at year-end, who lived with you, and who you supported. This helps determine your filing status, such as single, married filing jointly, married filing separately, or head of household. You do not have to know your tax bracket.
• Children and other dependents: For each child, tell us where they lived during the year and about how many nights they lived with you, especially if time was shared between homes. Bring school or childcare records if they apply, and tell us if another parent may claim the child or signed Form 8332. A child does not have to live with you 100% of the year for every tax benefit.

• Where you lived: Did you live anywhere besides Georgia during the year? Tell us the states and approximate dates, including if you moved into or out of Georgia.
• Where you worked or earned money: Did you work remotely, take a job, run a business, or receive income connected to another state? Tell us which states, even if you stayed living in Georgia.
• Other state taxes: Was income tax withheld or did you make tax payments to a state besides Georgia? Bring all W-2s, 1099s, estimated-tax payment records, and any other-state tax returns or notices.

• W-2 job: Bring a Form W-2 from every employer. This shows wages and taxes taken out of your paychecks.
• 1099 or independent work: Bring Forms 1099-NEC, 1099-MISC, and 1099-K, plus your own records of money earned. These forms may report contractor, side-business, or app payments. Tell us about income even if you did not receive a 1099.
• Uber, Lyft, delivery, or other app work: Bring each app’s annual tax summary, any 1099 forms, your mileage log, and records of business expenses. A 1099-K may show gross payments, which is not necessarily your final profit.
• Other income: Bring forms or statements for Social Security benefits, unemployment, and any other money you received. Investments, retirement accounts, and rental property have their own sections below.

Tell us about college, community college, or eligible trade-school classes, even if financial aid paid some of the bill. We can check whether an education credit or student loan interest deduction applies. Completing FAFSA alone does not create a tax credit.

• Tuition statement (Form 1098-T): Look in the student’s school account for this form. Bring it along with the school’s account statement showing tuition and fees paid.
• Books and course supplies: Keep receipts for required books, supplies, or equipment. Which expenses count depends on the credit.
• Financial aid and FAFSA: Bring the financial aid award letter and records of Pell Grants, scholarships, and other grants. These amounts can affect the credit calculation.
• Student and family details: Tell us who attended school, whether the student may be claimed as a dependent, and whether anyone else is claiming an education credit for that student.
• Student loan interest: If you paid interest on a student loan, bring Form 1098-E or your loan servicer’s interest statement.

Tell us whether you lived in the home, rented it to someone, or bought or sold property during the year. The records we need depend on how you used it.

• Home you live in: Bring Form 1098 from your mortgage company and records of property taxes paid. These may matter if you itemize deductions.
• Bought or sold a home: Bring the closing disclosure or settlement statement. If you sold, bring Form 1099-S if you received one, plus records of what you paid for the home and major improvements.
• Rental property you own: Bring a summary of rent received and records for mortgage interest, property taxes, insurance, repairs, management fees, and improvements. A prior-year return or depreciation schedule is especially helpful.
• Rented a room or used an Airbnb-type service: Tell us how many days it was rented and how many days you used the space personally. Special rules may apply.

Tell us about accounts you used this year, even if you are unsure which forms they will send. We’ll review the activity and what belongs on your return.

• Cryptocurrency or other digital assets: If you sold, traded, spent, or received crypto, bring exchange statements, transaction history, and any Form 1099-DA. Records of what you paid and when you acquired it are helpful, even when you did not receive a tax form. If you only bought and held crypto, tell us that too.
• Stocks, funds, and bank accounts: Bring Forms 1099-B for sales, 1099-DIV for dividends, and 1099-INT for interest, plus your brokerage’s year-end statement.
• Traditional or Roth IRA: Tell us about contributions, withdrawals, rollovers, or conversions. Bring contribution records and any Forms 1099-R or 5498 you receive. Form 5498 may arrive after the usual filing deadline.
• 401(k), pension, or other retirement plan: Bring Form 1099-R for money taken out or rolled over, and tell us about any retirement-account changes. If you hold crypto inside an IRA, mention that separately so we can review the account correctly.

If you or someone in your household had a Marketplace health plan, bring Form 1095-A (Health Insurance Marketplace Statement). This is different from a 1099. It shows coverage and any advance premium tax credit and helps us complete the tax return.

• Georgia Access plan: Find your 1095-A in your Georgia Access account. If it is missing or incorrect, call Georgia Access at 1-888-687-1503.
• HealthCare.gov plan: Find your 1095-A in your HealthCare.gov account. For help, call the federal Marketplace at 1-800-318-2596.
• Another state’s Marketplace: If your state runs its own Marketplace, contact that Marketplace for your form. Tell us if you had coverage in more than one state or through more than one Marketplace.

• Business costs: If you worked for yourself, bring receipts and records for supplies, fees, equipment, and business driving. We’ll review which costs may count.
• Other credits and deductions: Bring statements for childcare and charitable gifts if they apply to you. Home, rental, and Marketplace coverage records are listed above.
• Changes this year: Tell us about a marriage, separation, new child, move, new job, or starting a business. Bring any tax notices and questions you want to discuss.