What to Bring to Your Tax Appointment
All clients
- Social Security card(s)
- Driver’s License(s)
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- Wage statements(W2s, 1099s)
- 2019 and 2020 Federal and State tax returns if you are a new client
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Only if applicable
- Dependent’s Social Security numbers and dates of birth
- Child care expenses and provider information
- College tuition and Education fees/1098-T
- Form 1095-A (Health Insurance Marketplace Statement) (*)
- Exemption Certificate Number (**)
- Interest and dividend income 1099-INT/1099-DIV
- Statements on the sales of stocks or bonds/1099-B
- Canceled Debt Amount/1099-C
- Unemployment income/1099-G
- State refund amount/1099-G
- Self-employment business income and expenses/1099-MISC/1099K
- Commissions received/paid
- Pension, retirement income/1099-R
- Alimony paid or received
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- Lottery or gambling winnings/losing
- Income and expenses from rentals
- Record of purchase or sale of residence
- Moving expenses(only if in military)
- IRA contributions
- Student loan interest/1098-E
- Medical and dental expenses
- State or local taxes / Sales tax paid
- Real estate and personal property taxes
- Mortgage or home equity loan interest paid/1098
- Cash and non-cash charitable donations
- Casualty or theft losses(only for Federally declared disaster areas)
- Educator Expenses
- Estimated taxes or foreign taxes paid
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(*) If you received health insurance from Marketplace (Exchange)
(**) If you received an exemption from needing health insurance from the Marketplace (Exchange)
