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Casa Castillo Inc, has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.
Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
What you need to file your taxes varies depending on your situation. For example, a tax prep checklist for a self-employed college student may include a 1099 and 1098-T. However, if you weren’t in college and only received a W-2, you could skip those items on your tax documents checklist.
We are here to help you determine what forms and information you need to file your taxes.
Use the tax checklist below to find the documents and forms you'll need to get started.
Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information.
Your social security number or tax ID number
Your spouse's full name and social security number or tax ID number
Parents and caregivers should gather this information as they review what they need to file their taxes.
Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider's tax ID number) if applicable
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Many of these forms won't apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
Employed: Forms W-2
Unemployed: Unemployment, state tax refund (1099-G)
Retirement Income:
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (1099-SSA, RRB-1099)
Savings & Investments or Dividends:
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Transactions involving cryptocurrency (Virtual currency)
Other Income & Losses:
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trusts
Royalty Income 1099–Misc.
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the records listed below for your tax documents checklist.
Home Ownership:
Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms
Medical Expenses:
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Health Insurance:
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Childcare Expenses:
Fees paid to a licensed day care center or family day care for care of an infant or preschooler
Wages paid to a baby-sitter
Don't include expenses paid through a flexible spending account at work
Educational Expenses:
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
State & Local Taxes:
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid
Retirement & Other Savings:
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
Federally Declared Disaster:
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if my county has been declared a federal disaster area
With over 16 years of experience and ways to file taxes for everyone, you can trust us to get you your maximum refund—whether you meet us at the office or file comfortably from home.
File in-person: Work one-on-one with our local tax pro
Drop off your tax docs: Leave your files in our office
Send us your docs: Upload your info and we will do the rest
Our amazing team ready for work with you.
