Thank you for choosing TaxVirtually for your tax filing needs! Before you get started, please review the list of documents and information you may need to file your taxes according to your tax situation. When you’re ready to get started, click/tap the button to download our mobile app.
If you have any questions, call or text us at 302-778-9494
The documents and information you need for tax prep depend on your tax situation. To help you prepare, we’ve created a checklist to help you know what forms to upload. Contact us if you have any questions.
Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.
Parents and caregivers should gather this information as they review what they need to file their taxes.
SOURCES OF INCOME:
Many of these forms won’t be needed to file taxes 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.
Savings & Investments or Dividends
Other income & Losses
TYPES OF DEDUCTIONS:
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
K-12 Educator expenses
State and Local Taxes
Retirement & Other Savings
Federally Declared Disaster
REMEMBER TO REPORT ALL INCOME ON YOUR TAX RETURN:
This is important to avoid receiving a notice or a bill from the IRS. Don’t forget to include income from: