Diane Lopes Tax & Accounting Service

Required documents include copies of drivers license or state IDs, social security cards, proof of residence for dependents claiming EIC, income documents (W-2s, 1099s, K-1s, etc.), investment income forms, state and local income tax refunds/unemployment forms, taxable alimony received, business or farming income statements, home office expenses, IRA/pension distributions, rental property income/expenses, social security benefits forms, income from sales of property, prior year installment sale information, and other miscellaneous income.

You can check your tax refunds using the IRS Get Refund Status tool on www.irs.gov or by calling the IRS Inquiry Phone at (800) 829-1040.

The 2026 standard deduction is $16,100 for single filers, $32,200 for married filing jointly, $24,150 for head of household, with additional senior deductions of $2,050 for unmarried seniors and $1,650 for married seniors.

The QBI deduction fully phases in at $201,775 of qualified business income for single taxpayers and $403,500 for married taxpayers filing jointly.

The maximum EITC for 2026 is $664 for single or head of household filers with no children, $4,427 for one child, $7,316 for two children, and $8,231 for three or more children.

The maximum Child Tax Credit for 2026 is $2,200 per qualifying child, with a refundable amount of $1,700.