Tax Help
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Ready to file your taxes? If you switched jobs, had a baby, or experienced other life changes, you may need different documents. Let's create a checklist for you.
Tax Document Checklist
The documents you’ll need
Personal
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•Your Social Security number or tax ID number
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•Your spouse's full name and Social Security number or tax ID number
Dependent(s)
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•Dates of birth and Social Security numbers or other tax ID numbers
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•Childcare records (including the provider's tax ID number) if applicable
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•Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)
Income
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Employed
Forms W-2
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Unemployed
Unemployment (1099-G)
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Self-Employed
•Forms 1099-NEC and 1099-K
Income records to verify amounts not reported on 1099s
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•Records of all expenses – check registers or credit card statements, and receipts
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•Business-use asset information (cost, date placed in service, etc.) for depreciation
Home office information, if applicable
Record of estimated tax payments made (Form 1040ES)
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What is Child Tax Credit?
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The Child Tax Credit program can reduce the Federal tax you owe by $1,000 for each qualifying child under the age of 17.
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Important changes to the Child Tax Credit will help many families receive advance payments of the credit starting in summer 2021. The Internal Revenue Service (IRS) will pay half the total credit amount in advance monthly payments beginning July 15, 2021. You will claim the other half when you file your 2021 income tax return. These changes apply to tax year 2021 only.
Who is eligible for Child Tax Credit?
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To be eligible for this benefit program, the child you are claiming the credit for must be under the age of 17.
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A qualifying child must be a son, daughter, foster child, brother, sister, stepbrother, stepsister, or a descendant of any of them (for example, your grandchild, niece, or nephew). An adopted child, lawfully placed with you for legal adoption, is always treated as your own child.
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Visit IRS’s website to view unique eligibility criteria for Advanced Child Tax Credit Payments in 2021.