Bring (or upload) the following items to your tax appointment so we can prepare your return accurately and efficiently. Don't worry if you're missing something. We'll help you track it down.
Download .doc version Book my appointment- Last year's federal and state tax returns
- All W-2 forms from each employer
- All 1099 forms (NEC, MISC, INT, DIV, B, R, K, SSA, G)
- Self-employment income & expense records
- Mortgage interest statement (Form 1098)
- Property tax statements
- Real estate sale closing statements
- Charitable contribution records (cash and non-cash)
- Medical, dental and vision expense receipts
- Childcare provider name, address, EIN/SSN, and amounts paid
- Tuition statements (Form 1098-T) and student loan interest (1098-E)
- K-1 statements from partnerships, S corps, trusts
- HSA contributions and distributions (Form 5498-SA / 1099-SA)
- IRA / 401(k) contributions and distributions (Form 5498 / 1099-R)
- Estimated tax payments (federal and state) with dates
- Social Security numbers and dates of birth for spouse and dependents
- Direct deposit info (routing & account number) for any refund
- Health insurance coverage forms (1095-A, B, or C)
- Records of energy-efficient home improvements (if claiming credits)
- Cryptocurrency purchase, sale, and transfer records