We will need the following information to complete your taxes if applicable:
- Your Name & Spouse (if filing Joint):
- Your Address:
- Your Phone:
- SS#:
- DOB:
- Email:
- Copy of your ID
- All W2 Forms (From all jobs worked)
- Independent Contractor Forms (1099-MISC, 1099-K, 1099-G) you may have received
- Any receipts for business (if self employed or business owner)
- Any Profit and Loss Statements (if available)
- Unemployment form (1099-G)
- All kids or dependents information (Full Name, DOB, Social)
- Any Child Care / Dependent Care receipts with Agency Name, EIN and or Social
- Checking Acct# & Routing# (If you want your taxes direct deposit)
- Statement of Interest from the bank (1099-INT)
- Investment property forms or documents
- School form (1098-T)
- Mortgage form (1098)
- Copy of previous year Tax Return or Adjusted Gross Income (AGI) from previous year Tax Return
- Any PIN numbers from IRS to e-file your tax return
You can email all documents to us, and your tax preparation can be done electronically (No appointment necessary). Email documents to: support@getyourcreditbackontrack.com
- Once we receive your documents, your documents will be processed
- We then send you your estimate, you verify all information
- Make your processing fee and once information is verified
- Your documents are E-filed
- You will received confirmation and a copy of your taxes when they are ‘Accepted’
IRS starts accepting E-Filing on Monday, January 26, 2026
