Form 1095 (A, B or C) for Health Insurance   

Your Handwritten Notes 

W2s and W2Gs 

1099Rs 

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