Tax Docs

Tax Document Checklist

Here is a comprehensive list of the possible information we may need come tax season, please bring all documentation relevant to your circumstances.

Family Member Information

  • Name

  • Date of Birth

  • Social Security Card /ITIN/ATIN

  • Last Year’s Tax Return

  • Valid Photo Identification

Income & Tax Information

  • W-2’s

  • Interest (1099-INT)

  • Dividend Slips (1099-DIV)

  • Stock Sales (1099-B or Broker Statement)

  • Self-Employment Income and Expenses

  • Sale of a Personal Residence

  • Rental Income and Expenses

  • Sale of any Business Assets

  • Gambling or Lottery Winnings

  • State Income Tax Refund

  • Pension Income (1099-R)

  • Estimated Taxes Paid

  • Social Security or Railroad Retirement

  • IRA or 401(k) Distribution

  • Unemployment Compensation

  • Miscellaneous Income (1099-MISC)

  • Cancellation of Debt (1099-C)

Deductions & Adjustments

  • Medical Expenses

  • Real Estate or Personal Property Taxes

  • Mortgage Interest (Form 1098)

  • Charitable Contributions

  • Employee Business Expenses

  • Gambling Losses

  • Moving Expenses

  • Traditional IRA Contributions

  • Higher Education Expenses

  • Educator Expenses

  • Student Loan Interest

Tax Credits

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

  • Adoption Expenses

  • Retirement Savings Contributions

Contact us if you have any queries