NTB TAX

WHAT DO YOU
NEED TO FILE? 📋

Answer a few questions and NTB will build you a personalized tax document checklist so you know what to gather before your appointment.

Question 1 of 8 13%
Question 1

What best describes your income?

Question 2

Are you claiming children or other dependents?

Question 3

Did you have health insurance through the Marketplace?

This includes coverage purchased through HealthCare.gov or a state Marketplace.

Question 4

Did you pay for childcare or dependent care so you could work or look for work?

Question 5

Did you or a dependent attend college or another eligible educational institution?

Question 6

Did you own a home or pay mortgage/property taxes?

Question 7

Did you make charitable donations or have other potential deductions?

Question 8

Do you have your prior-year tax return?

Having your prior return available can help your preparer review prior-year information.

📋

YOUR NTB CHECKLIST IS READY

Here's a personalized starting checklist based on the answers you provided. Your preparer may request additional documents depending on your complete tax situation.

📌 EVERYONE SHOULD HAVE

💰 INCOME DOCUMENTS

👶 CHILDREN & DEPENDENTS

📂 OTHER DOCUMENTS

⚠️ MISSING SOMETHING?
Don't guess or make up a number because you're missing a document. Contact the employer, payer or issuing agency for missing or corrected documents before filing when applicable.

🧡 WANT NTB TO REVIEW YOUR CHECKLIST?

Copy your personalized checklist and send it to NTB through our Contact Request.

✓ CHECKLIST COPIED!
BOOK MY NTB TAX APPOINTMENT

Your checklist will be copied before the NTB Contact Request opens. Paste it into the message box.

IMPORTANT: This checklist is for preparation purposes only. It is not a complete list of documents for every taxpayer and does not determine whether you qualify for a credit, deduction or other tax benefit.

NTB Tax Pro may request additional information or documentation after reviewing your complete tax situation.