Thank you! We look forward to speaking to you soon. In the meantime, gather all important documents to complete your tax return.
Personal
Your Social Security card or tax ID number
Your spouse's full name and Social Security card or tax ID number
Your unexpired government issued ID
Your spouse's unexpired government issued ID
Verification of residency
Dependent(s)
Dates of birth and Social Security card or other tax ID numbers
Childcare records (including the provider's tax ID number) if applicable
Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)
Income
Employed
Forms W-2
Unemployed
Unemployment (1099-G)
Self-Employed
Forms 1099-NEC and 1099-K
Income records to verify amounts not reported on 1099s
Records of all expenses – check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Home office information, if applicable
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040ES)
Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
Social Security/RRB income (SSA-1099, RRB-1099)
Savings & Investments or Dividends
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Expenses related to your investments
Record of estimated tax payments made (Form 1040ES)
1099-B and/or 1099-DIV from cryptocurrencies, NFTs and all other similar type income or loss
Other Income & Losses
State refunds (Form 1099-G)
Income from K-1s either as investment or as active owner
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trusts
Royalties (1099-MISC)
Any other 1099s received
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) Deductions
Home Ownership
Form 1098 or other mortgage interest statements
Real estate and personal property tax records
Charitable Donations
Cash amounts donated to religious organizations, schools, other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable purposes
Medical Expenses
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Miles driven for medical purposes
Travel expenses for medical, including hotels, planes, tolls, parking, etc
Health Insurance
Form 1095-A if you have health insurance through a State Marketplace (Exchange)
Childcare Expenses
Daycare paid for a child under age 13 so the taxpayer (and spouse) can work
Wages paid to a babysitter
Educational Expenses
Forms 1098-T from educational institutions
Receipts for qualified educational expenses
Records of scholarships or fellowships
Form 1098-E for student loan interest
State & Local Taxes or Sales Tax
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice for large item purchases such as cars, boats, motorcycles etc.
Amount of real estate taxes paid
Amount of personal property taxes paid
Retirement & Other Savings
Form 5498 showing IRA contributions
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