Note to New Clients:
Along with regular tax documents, please be sure to also provide the following:
- Driver's License / State ID for taxpayer and spouse, if any.
- Social Security Card copies of taxpayer, spouse, and dependents.
- Copy of previous year's tax return
Form 1095 (A, B or C) for Health Insurance
Your Handwritten Notes
W2s and W2Gs
1099-INT, 1099-DIV, 1099-OID etc.
1099-B (With "Cost Basis" for the stocks sold)
1099-C AND 1099-A (cancellation of Debt)
1099-G (For State Refund / Unemployment)
SSA-1099 (Social Security Statements)
1098 (Mortgage for the main home)
1098 (Rental -Write property address on 1098)
1099-MISC (Need "Business Worksheet")
Completed "Rental Worksheet" for each property
Each Day Care Provider's Address and Tax ID
K-1s for Partnerships, S-Corps, Trusts
1098-T for College Tuition and Fees
1099-E for Student Loan Interest
1099-Q for Coverdell ESA Distribution
1099-S for Real Estate Sales Previous Year's Tax Return (New Customers Only)
Any Other Tax Document Not Included Above