Tax Document Checklist Form

Needed Documents For Tax Return

Please make sure to bring or submit requested documents. Any required documents not submitted will hold up the return process. For drop-off appointments, print this finished page and attach to the outside of the envelope containing your documents. If you have any questions, please feel free to call or text LC Tax Document Services at (209) 606-8493 or email info@lctaxdocumentservice.com. Thank you!
Full legal name:   First Name   Middle Name  Last Name(s)
Date of birth: Date
Phone number: Area Code   Phone Number   Email:   Email
Relevant Tax Year(s) of Documents*

2019202020212022
Please submit copies off all required documents from the list below:*

Taxpayers' Drivers LicenseTaxpayers' Social Security Cards or ITINAll Dependents' Social Security CardsProof Of residence (Ex: lease agreement, current mail with mailing address)Healthcare Card for Taxpayer/DependentsIncome (Ex: W-2, 1099/Self Employment Expense log or summary of income, Business License, Bank Statements, 1099-G for unemployment)Health Insurance Card or Form 1095 and Form 38531098-INT (if in possession of a home/mortgage)Form 1098-T for college students/those claiming a college student as a dependentW2-G for gamble winnings (if applicable)1098-C for those who have filed for bankruptcy that didn't pay back credit cards as incomeFor tax write-offs: bring receipts of donations, church contributions, medical expenses bills and receipts, and property tax receipts. For medical expenses, they must equal over 7.5% of your total income to be written off.If you believe you qualify for long-form/schedule A, itemized deductions if you think you have expenses that would be greater than the typical standard deductions.
Standardized deductions for taxpayers under 65 years of age:
$25,900 for married filing joint
$19,400 for the head of household
$12,950 for single, no dependents

Please let us know in the space below if you have any questions, concerns, or additional tax documents.
Questions, Concerns, Tax Document Form(s)
Should be Empty:

Needed Documents For Tax Return