Please upload documentation for the unearned income (Form 1099-INT, 1099-B, etc) and proof of dependency for earned income credit (school records, medical records, daycare records, etc.)

Please upload copies of Form 5498 for any HSA contributions and Form 1099-SA for any HSA distributions.

Please upload a copy of the closing disclosure.

Please upload copies of your grant letters and Form 3922 (for ESPP purchases) or Form 3921 (for Incentive Stock Option exercises)

Please upload copies of your 1099-INTs, 1099-DIVs, and 1099-B or consolidated Form 1099s.

Please upload copies of the orginal purchase settlement statement, the closing disclosure statement from the sale, and Form 1099-S (if applicable).

Please upload a copy of the purchase invoice.

Please upload a copy of your Form 1099-R.

Please upload a copy of your Form 5498.

Please upload Form 1099-SA

Please upload an Excel Sheet, Google Sheet, or text document summarizing medical expenses using the following categories: 

• Medical & Dental Expenses
• Insurance Premiums
• Long-Term Care Premiums
• Prescription Drugs
• Medical Miles Driven

Please upload a copy of your Form 1099-G. This form should have been received from the respective state or government agency.

Please upload a copy of the purchase invoice.

Please upload your Form 1098. This form should have been sent to you from your mortgage holder.

Please upload the following details (in a text document, an Excel sheet, copies of receipts, or other):

• The name of the organization
• The amount of the donation
• If the contribution is over $250, be sure you have a letter for your records from the organization acknowledging the contribution

If the total was over $500 please upload the following details (in a text document, an Excel sheet, copies of receipts, or other):

• The organization donated to
• The date of the contributions
• A description of the items donated
• The estimated fair market value of the property donated
• You can also send over the receipt from Salvation Army or Goodwill.

Please upload a copy of Form 1098-T.

Please upload a copy of Form 1098-E.