Have or will have by appointment
A Social Security or tax ID number for everyone included on your tax return
Date of birth for everyone on your return
Copy of LAST YEAR's tax return
Form W-2 Wage and Tax Statement
State Tax Refund form for last year
1098 Mortgage Interest Statement.
1099-INT if you received interest income
1099-MISC if you are self-employed and received $600+ from a client
SSA 1099 - Social Security
1099-DIV if you received dividends
1099-G if you received money or benefits from the government
1099-K if you made third-party transactions (through PayPal or Venmo, for example)
1099-R for distributions from a retirement plan, IRA, pension, annuity, etc.
Form 5498 - IRA Contributions
1098-E if you are paying student loan debt
Self-Employment and Business Records (where applicable) (we can't process your return if you declare a net loss)
Medical Expense Receipts and Records (Form 1095s)
Charitable Donations Proof/Receipts
Property Tax Receipts (if you owned a home)
