DOCUMENTS YOU MAY NEED TO BRING TO YOUR APPOINTMENT
Please be sure to submit all requested documents below that are relevant to your tax filing status with client intake questionnaire. Any required documents not submitted will result in delayed preparation of your tax returns. If you have any questions or concerns, please call or email customersupport@desbelltax.com.
Please submit copies of all applicable documents from the list below:
Driver's License(s)/ State Issued ID (s)
Taxpayer and Spouse Social Security Card(s)
Dependents' Social Security Card (s) & Birth Certificate(s)
Wage Statements (Ex: W-2s, Commissions Received/Paid)
Self-Employment Business Income, Business Bank Statements and Expense Log/1099-NEC/1099-MISC/1099-K
Proof of Residence (Ex: Lease Agreement or Utility Bill )
Previous Year's Federal and State Tax Return *New Clients Only*
Child Care expenses and the provider's name, address, SSN or EIN that expenses were paid to
Form 1095-A Health Insurance Marketplace Statement
Form 1095-B/1095-C Health Coverage Statements from Insurer/Employer
Form 1099-R Pension & Retirement Income
Form 1099-G Unemployment Income
Form 1099-C Cancelled Debt Amount
Form SSA-1099 Social Security Income
Form RRB-1099 Railroad Retirement
Form 1099-G State Refund Amount
Form 1098 Mortgage or home equity loan interest paid
Form 1098-T Tuition and Education Fees
Form 1098-E Student Loan Interest
IRA Contributions
Form 1099-B Statements on the sales of stocks or bonds
Form 1099-INT/ 1099-DIV Interest and Dividend Income
Educator Expenses ($300 max per educator)
Income and Expenses from rentals
Medical and dental expenses
Record of purchase or sale of residence
Lottery or gambling winnings/losses
Alimony paid or received
Real Estate and Personal Property Taxes
State or Local Taxes Paid
Cash and Non-Cash Charitable donations receipts
Unreimbursed Job-related educational expenses
Casualty and theft losses related to a qualified disaster
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