Welcome to Clear Path Tax Solutions

 Social Security Cards or Individual Taxpayer Identification Numbers (ITIN), Current State IDs or DL, for yourself, your spouse and dependents (if 18 or older) 

 • W-2 Forms from all employers

 • 1099 Forms for any additional income (e.g., freelance work, interest, dividends, unemployment, etc.)

 • 1099-G for government payments like unemployment or state tax refunds

 • 1099-R for retirement income or distributions from pensions and IRAs

 • K-1s from partnerships, trusts, or estates if applicable

 • Rental income details, if applicable

• 1098 Forms for mortgage interest, student loan interest, or tuition payments

 • Receipts or records of charitable donations

 • Medical expenses (if itemizing)

 • Property tax receipts

 • Daycare provider information (including their tax ID) if claiming the Child and Dependent Care Credit

 • Educational expenses (tuition, books, fees) for claiming education credits

 • 1099-B forms for capital gains/losses from stock sales

 • 1099-DIV for dividends received

 • 1099-INT for interest income

 • Records of any cryptocurrency transactions

 • Form 1095-A, 1095-B, or 1095-C** to verify health insurance coverage (especially if purchased through the Marketplace)

 • Last year’s tax return (if you are a new client)

 • Records of estimated tax payments made during the year

 • Any correspondence from the IRS regarding adjustments or audits