Steeps to yor tax preparation
File yor taxes with Abacus.The steps for preparing your 2023 tax return (due April 15th, 2024)
1) Face to Face: Schedule an in-person appointment and be treated like family. 2) Virtually: Get connected to our easy, breezy client portal system and file from anywhere, anytime. Schedule a Zoom meeting with Abacus Taxes. Start early: Don't wait until the last minute to avoid stress and potential errors.
What To Bring To File your tax return
Use the tax checklist below to find the documents and forms you’ll need to get started. CHECKLIST
Personal Information
Your social security number or tax ID number
Your spouse’s full name and social security number or tax ID number.
Dates of birth.
Last Year’s Tax Return
Valid Driver’s License
Bank Information: Routing number and account number.
Your spouse’s full name and social security number or tax ID number.
Dates of birth.
Last Year’s Tax Return
Valid Driver’s License
Bank Information: Routing number and account number.
Dependent(s) Information
Dates of birth and social security numbers or tax ID numbers of your dependents.
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)
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)
Sources of Income
Employed: Forms W-2.
Self-Employed: Forms 1099, Schedules K-1, expenses.
Rental Income, Retirement income, Savings & Investments or Dividends: 1099-INT, 1099-OID, 1099-DIV
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security (SSA-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment (1099-G)
Miscellaneous Income (1099-MISC)
Self-Employed: Forms 1099, Schedules K-1, expenses.
Rental Income, Retirement income, Savings & Investments or Dividends: 1099-INT, 1099-OID, 1099-DIV
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security (SSA-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment (1099-G)
Miscellaneous Income (1099-MISC)
TypesOf Deductions
Home Ownership: Forms 1098 or other mortgage interest statements.
Charitable Donations
Medical Expenses
Health Insurance
Form 1095-A if you enrolled in an insurance plan through the Marketplace.
Childcare Expenses
Educational Expenses: Forms 1098-T
K-12 Educator Expenses
Charitable Donations
Medical Expenses
Health Insurance
Form 1095-A if you enrolled in an insurance plan through the Marketplace.
Childcare Expenses
Educational Expenses: Forms 1098-T
K-12 Educator Expenses
Upload forms Client Portal
SecureFilePro™ is a secure file exchange web portal, letting you exchange confidential documents securely and conveniently with your tax return preparer. You need to upload all forms before your appointment.