What Do I Need For My Appointment?

Please upload to CANOPY the following applicable items for your appointment. These are in no particular order so please make sure to review everything as it may apply to you:

  • Copy of prior year’s tax return(s) (new clients only)

  • Driver's license/State ID card (new substantiation for CA/state tax returns going forward)

  • Did you have anything to do with Virtual Currency?

  •  (If claiming the child tax credit for children under 17) - Child's birth certificate and school (report card/school letter) or medical records (immunizations) showing current address (new child tax credit substantiation going forward).

  •  Health Insurance document: Form 1095-A or 1095-B 

  •  Income forms - W-2, W-2G, 1099-MISC, 1099-R, 1099-SSA, K-1's, etc.

  •  Form 1099-C Cancellation of Debt (residence short sale/foreclosure), bankruptcy decree, court settlement paperwork, etc.

  •  Interest Form 1099-INT, Dividends 1099-DIV, Stock 1099-B, 1099-OID; IRA Contribution Form 5498, etc.

  •  State Tax Refund 1099-G or Unemployment/Paid Family Leave Received 1099-G.

  •  Mortgage Interest Statement Form 1098 if you own a mortgaged home/condo; Property Tax and/or supplemental tax bill (if not on Form 1098).

  •  Final “Closing/Settlement Statement” if you purchased, refinance, or sold (Form 1099-S from sale only) real estate in 2020 (1-5 pgs). Request lender to scan/fax over documents if necessary.

  •  Itemized Deductions: DMV fees, donations, etc.

  •  Tuition Statement Form 1098-T & school expenses; Student Loan Interest statement Form 1098-E if paying back student loans.

  •  Childcare Expenses & Name, address, phone #, and EIN (SSN if individual) of care provider.

  • All other relevant tax documents and information.

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Neves Tax Service
739 Agua Vista Dr.
Chula Vista, CA 91914
Phone/Fax: (619)421-7493
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