Documents You May Need To Complete Tax Return
Please make sure to submit all requested documents below that may relate to your filing status with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
Please submit copies of all required documents from the list below:
Taxpayer and spouse Drivers License
Taxpayer and spouse Social Security Cards
All Dependents Social Security Cards
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Card for Taxpayer/Dependents
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
Birth Certificates
Child care expenses and provider information
Form 1095 A- Marketplace Health Insurance
Form 1099 R - Retirement Income
Form RRB- 1099 Railroad Retirement
Form 1099 G - Unemployment Income
Form 1099 C- Canceled Debt Amount
Form SSA- 1099 Social Security Income
Form 1099 G- State Refund Amount
Form 1098 Mortgage or home equity loan interest
Form 1099- INT Interest
FORM 1099- DIV Dividend Income
Form 1098 E- Student Loan Interest
Educator expense ($300 max per educator)
IRA contributions
Statements on the sales of stock or bonds/ 1099- B
Lottery or gambling winnings/losses
Income and expenses from rentals
Alimony paid or received
Record of Purchase or Sale of Residence
Medical and Dental Expenses
Real estate and Personal property taxes
Estimated taxes or foreign taxes paid
Cash and non cash charitable donations
Unreimbursed employment related expenses
Casualty or theft losses
Prior Year Federal and State Return (New Clients Only*
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