Income
- Form W-2(s) from your employer(s)
- 1099s:
- Form 1099-INT Interest statements
- From 1099-DIV Dividend Income statements
- Form 1099-B proceeds from broker transactions
- Form 1099-R Pension statements
- Form 1099-G Unemployment or State refund statement
- From 1099-MISC Miscellaneous Income
- Schedule K-1 from partnerships, S Corps, or trusts
- Social Security statements
- Gambling and lottery winnings
- Other Income (and expenses)
- Rental Property
- Self Employment
- Farm Income
Expenses/Deductions
- Form 1098 Mortgage interest paid
- Real Estate taxes paid
- Charitable Contributions
- Medical and Dental expenses
- Student loan interest paid
- Unreimbursed expenses related to your job
- College tuition paid
- IRA, KEOGH & SEP contributions
- Alimony paid
- Day Care expenses
Other
- Date of Birth and Social Security of all your dependents
- 1095-A/B/C for Health Coverage
- Estimated tax payments made to State and Federal Government
- Last income tax return filed (New clients only)
- Voided check (for Direct Deposit of refund (new clients/new bank account))