Click here for an 8 page Tax Organizer (PDF).

Click here for a nice category chart displaying many of the documents need to file your tax return (PDF).

What should I bring when I am having my taxes prepared?

Some questions to consider:

• Did your marital status change during the tax year? (e.g. married, divorced, spouse passed away)
• Were there any changes in dependents during the tax year?
• Did you, and every person listed on your tax return, have health care coverage for every month during the tax year?

Following is a list of the more common items you should bring if they are applicable:

• New clients: Copy of Social Security card and dates of birth for all to be included on tax return
• New clients: Copies of last two years tax returns
• EVERY YEAR: copy of your driver’s license (or both licenses for a Married Filing Joint return)
• EVERY YEAR: banking information (copy of check or voided check) to use for refund direct deposit
• wage statements (Form W-2)
• pension or retirement income statements (Form 1099-R)
• Social Security statements (SSA-1099)
• unemployment income statements (1099-G)
• interest and/or dividends (1099-INT and 1099-DIV)
• K-1s from partnerships or S-corporations
• self-employed business income and expenses (including all 1099-NEC or 1099-MISC forms)
• estimated tax payments to Federal and State including dates paid
• information on education expenses – statement of account from school and receipts for books and supplies, as well as Form 1098-T
• information on the sales of stocks and/or bonds; a csv file from the brokerage account is very helpful
• information on cryptocurrency transactions
• lottery and/or gambling winnings and losses
• state refund amount from previous year
• income and expenses from rentals
• record of purchase or sale of real estate
• medical and dental expenses
• real estate and personal property taxes (vehicle taxes)
• foreign taxes paid
• mortgage or home equity loan interest paid (Form 1098)
• cash and non-cash charitable donation receipts
• unreimbursed employment-related expenses
• job-related educational expenses
• child care expenses and provider information (name, address, Tax ID or SSN)
• home purchase/sale information (HUD-1)
• IRA contributions
• HSA contributions
• Affordable Care Act reports
  • Form 1095-A, Health Insurance Marketplace Statement
  • Form 1095-B, Health Coverage
  • Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
• any item you received in the mail where the envelope says IMPORTANT TAX RETURN DOCUMENTS ENCLOSED
• any other items that you think may be necessary for your taxes