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Documents And Information

Needed For Your Appointment

Basic Information:

  • Last year’s tax return (only if you are a new client)
  • If you have a new dependent to claim this year, please provide their SSN and date of birth.
  • Address updates
  • Driver’s license or State ID
  • Bank information (routing & account numbers) for direct deposits for your refunds and direct withdrawals for balances due

Income Documents

  • W-2 (Wages)
  • W-2G (Gambling)
  • 1099-R (Retirement Distributions)
  • 1099-SSA (Social Security)
  • 1099-INT (Interest Earned)
  • 1099-DIV (Dividends Earned)
  • 1099-B (Stock Sales)

  • 1099-MISC
  • 1099-NEC
  • 1099-G
  • Profit and loss from business (if self-employed, own a farm, or own rental properties)
  • K-1s (If you are a beneficiary of a trust or have ownership in a Partnership or an S Corp)

Other Documents

  • 1095-A (if you have health insurance through the Marketplace)
  • Charitable contribution statements
  • 1098 (Mortgage Interest)
  • 1098-E (Student Loan Interest)
  • 1098-T (College Tuition Paid)
  • 1098-SA (Health Savings Account)

If you have bought and/or sold a home during 2023, please provide the following items for each transaction:

a) Closing (HUD) Statement
b) Mortgage Interest Statement
c) Property Tax bill and amount paid in 2023