Where's My Federal Refund

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Where's My RI State Refund

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Gathering & Organizing Tax Records

Read Below To Gather And Organize Tax Records

Important Items To Bring To Your Appointment

  • Forms W-2 from your employer(s)
  • Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, pension, annuity or retirement plan distributions.
  • Form 1099-K, 1099-MISC, W-2 or other income statement if you worked in the gig economy.
  • Form 1099-INT if you were paid interest.
  • Other income documents and records of digital asset transactions.
  • Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments or claims Premium.
  • Tax Credits for 2022 Marketplace coverage.
  • IRS or other agency letters.
  • CP01A Notice with your new Identity Protection PIN.
  • Notify the IRS if your address changes and notify the Social Security Administration of a legal name change.
  • Remember, most income is taxable. This includes:
  • Unemployment income.
  • Interest received.
  • income from the gig economy, anddigital assets.
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