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Please provide any of the following documents that you have:

Income/Forms

  • W-2 Form

  • 1099 Forms

    • 1099-R Retirement funds

    • 1099-Misc Miscellaneous Income

    • 1099-G Refund Notice / Unemployment

    • 1099-INT Interest

    • 1099-DIV Dividends

    • 1099 SSA Social Security

    • 1099-B Stock

  • 1098-T Tuition

  • 1098 Mortgage Statement

  • HUD Sale/Purchase of a Home

  • HSA Contributions / Distributions

  • W2G Gambling income

  • K1 Partnerships / S-Corporations

  • 1095-A Marketplace Health Insurance

Provide Original Documents

Deductions

  • Medical Info

    • Medical Insurance Paid Out-of-pocket

    • Medical miles driven

    • Other Medical expenses (ie Doctor visits, prescriptions, dentists, eye exams, hospitalization)

  • Long-Term Care Insurance paid out-of-pocket

  • Property tax

  • Auto Tags / License

  • Gambling Losses

  • Charitable Donations

    • Mileage Driven

    • Cash — Name and Amount

    • Goods — Name and Donation Amount

  • 1098-E Student Loan Interest

  • Schedule C Profit and Losses

  • Rental Properties

Provide totals only, no documentation required for tax preparation but keep forms for your own records