Appointment Checklist

What to Bring to Your Tax Appointment

All clients

  • Social Security card(s)
  • Driver’s License(s)
  • Wage statements(W2s, 1099s)
  • 2019 and 2020 Federal and State tax returns if you are a new client

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 incomeĀ 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
    • 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

(*) If you received health insurance from Marketplace (Exchange)

(**) If you received an exemption from needing health insurance from the Marketplace (Exchange)