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Important Tax Docs

Below is a list of documents frequently requested for your individual tax return preparation.

  • W-2’s for wages, salaries and tips
  • 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc.
  • Brokerage statements showing investment transactions for stocks, bonds, etc.
  • Schedule K-1 from partnerships, S corporations, estates and trusts
  • Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E or 1099Q
  • Forms 1095-A, 1095-B and/or1095-C related to health care coverage or the Premium Tax Credit
  • Health Savings Account tax forms 1099-SA and 5498-SA
  • Statements or summaries supporting deductions for mortgage interest, taxes and charitable contributions (including any Form 1098-C)
  • Copies of closing statements regarding the sale or purchase of real property
  • Legal papers for adoption, divorce or separation involving custody of your dependent children
  • Any tax notices sent to you by the IRS or other taxing authority
  • A copy of your income tax return from last year, if not prepared by this office
  • Homeowners insurance and maintenance costs if claiming home office