Appointment Checklist

All clients must bring:
- Government-issued photo ID’s and social security cards for all individuals on the return.
- Bank account information for direct deposit of your refund.
- Birth certificates for any dependents.
All new clients must provide a copy of last year’s tax returns.
If you are separated and need to file married filing separately on your tax return, please bring:
- Spouse’s social security number
- Spouse’s date of birth
If you are divorced, then bring:
- Alimony Received info and/or Alimony Paid (along with ex-spouse’s social security number).
- A copy of any divorce or separation agreement. Please have the date of your divorce readily available.

Document Checklist

Employment

‣ Forms W-2 and/or 1099-NEC/MISC for all employers where you or your spouse worked during the year

Investment Income

‣ Interest income: Form 1099-INT
‣ Dividend income: Form 1099-DIV
‣ Proceeds from the sale of stocks, bonds, etc.: Form 1099-B
‣ Other documents related to the sale and purchase of assets
‣ Sale of a home: Form 1099-S
‣ Schedule(s): K-1

Other Income

‣ Form 1099-R for payments from IRAs or retirement plans (ex. 401k withdrawals or pensions)
‣ Your social security statement form: SSA-1099
‣ Gambling income (and proof of losses): W2-G
‣ Unemployment Income: 1099-G
‣ Documents with other income information.

Business Income

‣ Profit and loss statement (categorized expenses) and balance sheet for every business.
‣ Schedule(s): K-1 if applicable

ITIN APPLICANTS

‣ Unexpired Passport and/or Visa
‣ Proof of date of entrance to the United States
‣ Income since entrace to the United States (W-2 or Cash payments)
ITIN dependents
‣ Unexpired Passport and/or Visa
‣ Proof of date of when they entered the United States
‣ Proof of medical records (if under 18 years old)
‣ Proof of school attendance (transcripts) if under 18 years old

Rental Property

‣ Profit and loss statements
‣ Form 1099-MISC or other records for rental income received
‣ Mortgage interest reported on Form 1098
‣ Property tax payments
‣ Proof of other expenses

IRA Tax Contributions

‣ The total amount contributed for the current tax year

Energy Credit Receipts

‣ Receipts for adding insulation, energy-efficient exterior windows, energy-efficient heating and air conditioning systems, hot water heaters and boilers, natural gas, heat pumps, and solar panels, etc.

Education Documents

‣ Form 1098-E (Student loan interest)
‣ Tuition statement (Form 1098-T)
‣ Total expense amount for college books, laptops, etc
‣ 1099-Q (529 disbursements)

HSA Contributions/Distributions

‣ Form 1099-SA
‣ Form 5498-SA

Medical Expenses

‣ Do you have medical aids?
‣ Did you need hospital care?
‣ Did you spend money for prescriptions?
‣ Did you have nursing home expenses or nursing care?
‣ Did you have transportation costs for obtaining medical care?
‣ Insurance premium bills
‣ Dental and Vision Expenses
‣ Physical Therapy
‣ Bloodwork
‣ Xray/MRI expenses
‣ Any other out of pocket medical expense

Self-employment HEALTH INSURANCE (IF APPLICABLE)

‣ If you have insurance through the marketplace send your 1095-A

SEP, SIMPLE and Other Self-employed Pension Plans

‣ Provide information at the time of your appointment

Child Care Costs

‣ Amount paid
‣ Child care provider’s name, address and telephone number
‣ Provider’s tax ID or Social Security number

Interest You Paid

‣ Form 1098 (mortgage interest paid)
‣ Form 1098 INT (bank interest statement)

Charitable Donations

‣ Cash donations such as Charity bills / receipts
‣ Records of the mileage incurred for charitable purposes
‣ Donation of property
‣ Receipts from a charitable agency

You Have Paid Real Estate Taxes

‣ Property tax card
‣ Form 1098 and HUD-1 or HUD-1A (the closing statement) if you bought, sold or refinanced property in the current tax year

Other tax payments

‣ If you paid quarterly estimated tax payments (usually paid by self-employed workers), you’ll need to show records showing the date paid and amount.

MISC. Taxes

‣ SALES TAX on “big ticket” items, e.g. autos, RV’s, Boats, etc.